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Amazon.com Inc. (AMZN $226.92)
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NVIDIA Corporation (NVDA $202.61)
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Constellation Software Inc. (CSU $3,555.01)
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Kinaxis Inc. (KXS $170.49)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $245.84)
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Atlassian Corporation (TEAM $162.35)
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Veeva Systems Inc. Class A (VEEV $289.02)
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Roku Inc. (ROKU $101.46)
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DocuSign Inc. (DOCU $70.45)
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Upstart Holdings Inc. (UPST $46.89)
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Topicus.com Inc. (TOI $138.08)
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.