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Amazon.com Inc. (AMZN $205.27)
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NVIDIA Corporation (NVDA $191.55)
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Constellation Software Inc. (CSU $2,406.97)
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Kinaxis Inc. (KXS $119.08)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $160.67)
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Atlassian Corporation (TEAM $68.81)
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Veeva Systems Inc. Class A (VEEV $172.17)
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Roku Inc. (ROKU $84.42)
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DocuSign Inc. (DOCU $41.75)
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Upstart Holdings Inc. (UPST $27.26)
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Topicus.com Inc. (TOI $88.56)
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.