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Kinaxis Inc. (KXS $196.39)
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Atlassian Corporation (TEAM $166.21)
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Real Matters Inc. (REAL $6.33)
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DocuSign Inc. (DOCU $70.88)
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Fastly Inc. Class A (FSLY $7.41)
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CrowdStrike Holdings Inc. (CRWD $418.60)
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Palantir Technologies Inc. (PLTR $157.75)
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Unity Software Inc. (U $37.23)
Q: Hi - I recently subscribed to Portfolio Analytics and I was looking at the suggested sector allocations of which I am out of whack. So I need to scale back in Technology - out of the above holdings, could you pls let me know which you would considering selling first? Or if they are all good for the long term (I have 10+ years), I could look at reducing position sizes.