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Amazon.com Inc. (AMZN $204.59)
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NVIDIA Corporation (NVDA $186.44)
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Constellation Software Inc. (CSU $2,411.70)
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Kinaxis Inc. (KXS $122.94)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $168.02)
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Atlassian Corporation (TEAM $81.36)
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Veeva Systems Inc. Class A (VEEV $181.13)
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Roku Inc. (ROKU $89.70)
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DocuSign Inc. (DOCU $44.07)
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Upstart Holdings Inc. (UPST $29.97)
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Topicus.com Inc. (TOI $88.19)
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.