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Intuitive Surgical Inc. (ISRG $473.30)
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Exact Sciences Corporation (EXAS $47.42)
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Roku Inc. (ROKU $96.56)
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Axcelis Technologies Inc. (ACLS $80.04)
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Alarm.com Holdings Inc. (ALRM $58.63)
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Guardant Health Inc. (GH $67.42)
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Ultra Clean Holdings Inc. (UCTT $24.02)
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Entegris Inc. (ENTG $83.74)
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Fulgent Genetics Inc. (FLGT $22.17)
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Mitek Systems Inc. (MITK $10.17)
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