-
Amazon.com Inc. (AMZN)
-
Alphabet Inc. (GOOG)
-
Microsoft Corporation (MSFT)
-
NVIDIA Corporation (NVDA)
-
Constellation Software Inc. (CSU)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP)
-
Elastic N.V. (ESTC)
-
Shift4 Payments Inc. Class A (FOUR)
-
Duolingo Inc. (DUOL)
-
Cellebrite DI Ltd. (CLBT)
-
Lumine Group Inc. (LMN)
-
Nextracker Inc. (NXT)
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?