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Amazon.com Inc. (AMZN $198.79)
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NVIDIA Corporation (NVDA $182.81)
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Constellation Software Inc. (CSU $2,356.67)
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Kinaxis Inc. (KXS $123.77)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.88)
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Atlassian Corporation (TEAM $84.38)
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Veeva Systems Inc. Class A (VEEV $174.11)
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Roku Inc. (ROKU $90.06)
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DocuSign Inc. (DOCU $44.82)
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Upstart Holdings Inc. (UPST $30.68)
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Topicus.com Inc. (TOI $85.28)
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.