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  5. LMN: I am below 2% weighting in each of these companies and would like to sell one or possibly two to increase my weightings. [Lumine Group Inc.]
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Q: I am below 2% weighting in each of these companies and would like to sell one or possibly two to increase my weightings. Considering a 3 to 5 year time frame what would you sell first and what would you add to first? Please rank with some if your thoughts. Thanks. ram
Asked by Ray on January 12, 2026
5i Research Answer:

This is a tough one; we would likely sell VHI and GRID, focusing first on larger companies to keep. Note we would not classify either as a SELL, we are just answering the question. VHI has struggled a bit, and needs a sector sentiment shift. GRID has good potential but is quite small, and if markets turn could be more vulnerable. NBIS, meanwhile, should see 500% revenue growth this year and is getting its mojo back (up 28% in 2026 so far). It remains one of our favourite AI plays. LMN needs some patience, but the concerns last year are likely overdone, and with continued M&A investors should once again see it as a solid long term holding. 

Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in NBIS.

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