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Amazon.com Inc. (AMZN $221.95)
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NVIDIA Corporation (NVDA $174.98)
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Constellation Software Inc. (CSU $4,438.01)
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Kinaxis Inc. (KXS $194.71)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $190.10)
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Atlassian Corporation (TEAM $164.59)
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Veeva Systems Inc. Class A (VEEV $282.28)
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Roku Inc. (ROKU $90.61)
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DocuSign Inc. (DOCU $70.74)
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Upstart Holdings Inc. (UPST $63.52)
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Topicus.com Inc. (TOI $172.56)
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.