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Amazon.com Inc. (AMZN $211.81)
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NVIDIA Corporation (NVDA $183.54)
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Constellation Software Inc. (CSU $2,568.33)
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Kinaxis Inc. (KXS $136.31)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $172.92)
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Atlassian Corporation (TEAM $76.29)
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Veeva Systems Inc. Class A (VEEV $185.33)
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Roku Inc. (ROKU $95.55)
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DocuSign Inc. (DOCU $47.01)
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Upstart Holdings Inc. (UPST $27.88)
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Topicus.com Inc. (TOI $98.92)
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.