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Amazon.com Inc. (AMZN $220.90)
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Alphabet Inc. (GOOG $251.51)
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Microsoft Corporation (MSFT $528.57)
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NVIDIA Corporation (NVDA $185.54)
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Constellation Software Inc. (CSU $3,897.60)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.52)
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Elastic N.V. (ESTC $84.04)
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Shift4 Payments Inc. Class A (FOUR $78.66)
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Duolingo Inc. (DUOL $320.31)
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Cellebrite DI Ltd. (CLBT $18.80)
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Lumine Group Inc. (LMN $41.30)
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Nextracker Inc. (NXT $78.34)
Q: My tech stocks have had a great run and it's time to trim as they are now about 33% of my portfolio. Can you please rank the above stocks along with SMCI (watching for a pullback in that one). I also have GOOG and AMZN. Do you think they are too closely related as well?