-
Amazon.com Inc. (AMZN $221.90)
-
NVIDIA Corporation (NVDA $175.18)
-
Constellation Software Inc. (CSU $4,355.40)
-
Kinaxis Inc. (KXS $195.30)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP $190.54)
-
Atlassian Corporation (TEAM $164.50)
-
Veeva Systems Inc. Class A (VEEV $284.33)
-
Roku Inc. (ROKU $89.77)
-
DocuSign Inc. (DOCU $70.75)
-
Upstart Holdings Inc. (UPST $63.48)
-
Topicus.com Inc. (TOI $165.24)
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.