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Amazon.com Inc. (AMZN $209.48)
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NVIDIA Corporation (NVDA $189.40)
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Constellation Software Inc. (CSU $2,477.00)
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Kinaxis Inc. (KXS $123.14)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $172.60)
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Atlassian Corporation (TEAM $75.30)
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Veeva Systems Inc. Class A (VEEV $180.71)
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Roku Inc. (ROKU $88.92)
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DocuSign Inc. (DOCU $44.08)
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Upstart Holdings Inc. (UPST $29.42)
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Topicus.com Inc. (TOI $90.51)
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.