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Amazon.com Inc. (AMZN $213.86)
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Alphabet Inc. (GOOG $309.10)
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Microsoft Corporation (MSFT $397.53)
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NVIDIA Corporation (NVDA $181.94)
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Constellation Software Inc. (CSU $2,610.00)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $176.25)
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Elastic N.V. (ESTC $56.34)
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Shift4 Payments Inc. Class A (FOUR $45.03)
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Duolingo Inc. (DUOL $103.31)
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Cellebrite DI Ltd. (CLBT $14.70)
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Lumine Group Inc. (LMN $24.61)
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Nextpower Inc. (NXT $119.95)
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?