-
Amazon.com Inc. (AMZN $217.95)
-
NVIDIA Corporation (NVDA $180.28)
-
Constellation Software Inc. (CSU $3,690.00)
-
Kinaxis Inc. (KXS $178.56)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP $226.56)
-
Atlassian Corporation (TEAM $167.89)
-
Veeva Systems Inc. Class A (VEEV $289.94)
-
Roku Inc. (ROKU $96.03)
-
DocuSign Inc. (DOCU $70.56)
-
Upstart Holdings Inc. (UPST $50.38)
-
Topicus.com Inc. (TOI $143.25)
Q: I need to lighten up on techy/growth stocks and replace with more defensive/value names. Of this list, are there any you would sell? If not, and if I wanted to sell something anyway, in what order would you suggest selling? Thank you.