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Intuitive Surgical Inc. (ISRG $478.22)
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Exact Sciences Corporation (EXAS $103.85)
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Roku Inc. (ROKU $94.47)
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Axcelis Technologies Inc. (ACLS $86.35)
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Alarm.com Holdings Inc. (ALRM $45.93)
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Guardant Health Inc. (GH $87.76)
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Ultra Clean Holdings Inc. (UCTT $61.21)
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Entegris Inc. (ENTG $114.50)
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Fulgent Genetics Inc. (FLGT $15.52)
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Mitek Systems Inc. (MITK $14.19)
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