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Amazon.com Inc. (AMZN $224.67)
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NVIDIA Corporation (NVDA $174.26)
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Constellation Software Inc. (CSU $3,357.00)
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Kinaxis Inc. (KXS $176.84)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $233.53)
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Atlassian Corporation (TEAM $165.28)
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Veeva Systems Inc. Class A (VEEV $220.19)
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Roku Inc. (ROKU $111.39)
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DocuSign Inc. (DOCU $69.03)
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Upstart Holdings Inc. (UPST $48.37)
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Topicus.com Inc. (TOI $123.96)
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.