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Intuitive Surgical Inc. (ISRG $534.28)
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Exact Sciences Corporation (EXAS $64.69)
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Roku Inc. (ROKU $106.13)
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Axcelis Technologies Inc. (ACLS $79.56)
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Alarm.com Holdings Inc. (ALRM $49.22)
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Guardant Health Inc. (GH $93.02)
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Ultra Clean Holdings Inc. (UCTT $27.41)
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Entegris Inc. (ENTG $91.57)
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Fulgent Genetics Inc. (FLGT $22.45)
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Mitek Systems Inc. (MITK $9.21)
Q: These stocks are my US non registered portfolio, and are all at a loss, to varying degrees. Which stocks would you hold, which ones to sell, and what would you replace them with? Any sector, moderate risk