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Amazon.com Inc. (AMZN $256.05)
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Alphabet Inc. (GOOG $283.16)
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Microsoft Corporation (MSFT $519.49)
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NVIDIA Corporation (NVDA $208.44)
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Constellation Software Inc. (CSU $3,552.00)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $239.55)
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Elastic N.V. (ESTC $90.64)
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Shift4 Payments Inc. Class A (FOUR $68.13)
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Duolingo Inc. (DUOL $264.81)
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Cellebrite DI Ltd. (CLBT $16.71)
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Lumine Group Inc. (LMN $32.55)
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Nextracker Inc. (NXT $103.73)
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?