-
Amazon.com Inc. (AMZN $203.99)
-
NVIDIA Corporation (NVDA $186.06)
-
Constellation Software Inc. (CSU $2,407.10)
-
Kinaxis Inc. (KXS $123.45)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP $167.52)
-
Atlassian Corporation (TEAM $81.67)
-
Veeva Systems Inc. Class A (VEEV $179.39)
-
Roku Inc. (ROKU $89.31)
-
DocuSign Inc. (DOCU $43.78)
-
Upstart Holdings Inc. (UPST $30.10)
-
Topicus.com Inc. (TOI $87.96)
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.