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Amazon.com Inc. (AMZN $204.86)
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NVIDIA Corporation (NVDA $187.90)
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Constellation Software Inc. (CSU $2,415.33)
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Kinaxis Inc. (KXS $123.37)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $169.61)
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Atlassian Corporation (TEAM $80.26)
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Veeva Systems Inc. Class A (VEEV $182.57)
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Roku Inc. (ROKU $89.61)
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DocuSign Inc. (DOCU $44.12)
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Upstart Holdings Inc. (UPST $30.65)
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Topicus.com Inc. (TOI $88.39)
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.