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Amazon.com Inc. (AMZN $209.53)
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Alphabet Inc. (GOOG $303.21)
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Microsoft Corporation (MSFT $401.86)
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NVIDIA Corporation (NVDA $183.14)
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Constellation Software Inc. (CSU $2,619.09)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $171.94)
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Elastic N.V. (ESTC $51.70)
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Shift4 Payments Inc. Class A (FOUR $43.91)
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Duolingo Inc. (DUOL $94.92)
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Cellebrite DI Ltd. (CLBT $14.53)
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Lumine Group Inc. (LMN $24.46)
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Nextpower Inc. (NXT $115.90)
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?