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Amazon.com Inc. (AMZN $226.76)
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Alphabet Inc. (GOOG $303.75)
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Microsoft Corporation (MSFT $483.98)
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NVIDIA Corporation (NVDA $174.14)
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Constellation Software Inc. (CSU $3,325.58)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.90)
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Elastic N.V. (ESTC $76.17)
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Shift4 Payments Inc. Class A (FOUR $64.43)
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Duolingo Inc. (DUOL $182.89)
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Cellebrite DI Ltd. (CLBT $18.70)
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Lumine Group Inc. (LMN $26.30)
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Nextpower Inc. (NXT $87.39)
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?