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Amazon.com Inc. (AMZN $210.33)
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NVIDIA Corporation (NVDA $184.76)
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Constellation Software Inc. (CSU $2,575.63)
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Kinaxis Inc. (KXS $135.16)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $173.07)
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Atlassian Corporation (TEAM $75.37)
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Veeva Systems Inc. Class A (VEEV $185.27)
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Roku Inc. (ROKU $95.43)
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DocuSign Inc. (DOCU $46.88)
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Upstart Holdings Inc. (UPST $27.60)
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Topicus.com Inc. (TOI $98.93)
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.