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Amazon.com Inc. (AMZN $208.51)
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Alphabet Inc. (GOOG $324.88)
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Microsoft Corporation (MSFT $414.09)
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NVIDIA Corporation (NVDA $191.34)
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Constellation Software Inc. (CSU $2,433.00)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $161.50)
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Elastic N.V. (ESTC $61.39)
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Shift4 Payments Inc. Class A (FOUR $59.26)
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Duolingo Inc. (DUOL $118.07)
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Cellebrite DI Ltd. (CLBT $14.75)
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Lumine Group Inc. (LMN $20.00)
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Nextpower Inc. (NXT $121.42)
Q: My tech stocks have had a great run and it's time to trim as they are now about 33% of my portfolio. Can you please rank the above stocks along with SMCI (watching for a pullback in that one). I also have GOOG and AMZN. Do you think they are too closely related as well?