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Amazon.com Inc. (AMZN $199.60)
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NVIDIA Corporation (NVDA $186.94)
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Constellation Software Inc. (CSU $2,300.49)
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Kinaxis Inc. (KXS $125.12)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $150.55)
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Atlassian Corporation (TEAM $86.48)
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Veeva Systems Inc. Class A (VEEV $171.99)
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Roku Inc. (ROKU $82.93)
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DocuSign Inc. (DOCU $43.74)
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Upstart Holdings Inc. (UPST $30.19)
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Topicus.com Inc. (TOI $86.47)
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.