-
Amazon.com Inc. (AMZN $209.95)
-
NVIDIA Corporation (NVDA $184.50)
-
Constellation Software Inc. (CSU $2,573.00)
-
Kinaxis Inc. (KXS $135.16)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP $172.74)
-
Atlassian Corporation (TEAM $75.16)
-
Veeva Systems Inc. Class A (VEEV $185.27)
-
Roku Inc. (ROKU $95.54)
-
DocuSign Inc. (DOCU $46.77)
-
Upstart Holdings Inc. (UPST $27.57)
-
Topicus.com Inc. (TOI $99.00)
Q: I need to lighten up on techy/growth stocks and replace with more defensive/value names. Of this list, are there any you would sell? If not, and if I wanted to sell something anyway, in what order would you suggest selling? Thank you.