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Intuitive Surgical Inc. (ISRG $438.72)
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Exact Sciences Corporation (EXAS $53.32)
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Roku Inc. (ROKU $101.78)
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Axcelis Technologies Inc. (ACLS $95.65)
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Alarm.com Holdings Inc. (ALRM $55.33)
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Guardant Health Inc. (GH $59.15)
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Ultra Clean Holdings Inc. (UCTT $27.69)
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Entegris Inc. (ENTG $93.32)
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Fulgent Genetics Inc. (FLGT $22.32)
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Mitek Systems Inc. (MITK $10.19)
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