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WSP Global Inc. (WSP $281.25)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $204.71)
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goeasy Ltd. (GSY $211.00)
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The Trade Desk Inc. (TTD $52.80)
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Celsius Holdings Inc. (CELH $55.19)
Q: These positions are getting large in my portfolio (7% or a little higher). I don't mind letting runners run, but do you see any that you would recommend trimming because of insecurity regarding the future of the position? Thanks!