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Amazon.com Inc. (AMZN $229.25)
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Alphabet Inc. (GOOG $203.41)
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Microsoft Corporation (MSFT $523.63)
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NVIDIA Corporation (NVDA $182.66)
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Constellation Software Inc. (CSU $4,499.58)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $199.45)
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Elastic N.V. (ESTC $75.14)
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Shift4 Payments Inc. Class A (FOUR $88.07)
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Duolingo Inc. (DUOL $327.25)
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Cellebrite DI Ltd. (CLBT $14.44)
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Lumine Group Inc. (LMN $47.67)
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Nextracker Inc. (NXT $53.56)
Q: My tech stocks have had a great run and it's time to trim as they are now about 33% of my portfolio. Can you please rank the above stocks along with SMCI (watching for a pullback in that one). I also have GOOG and AMZN. Do you think they are too closely related as well?