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Amazon.com Inc. (AMZN $208.86)
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Alphabet Inc. (GOOG $304.10)
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Microsoft Corporation (MSFT $402.09)
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NVIDIA Corporation (NVDA $184.86)
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Constellation Software Inc. (CSU $2,582.10)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $174.60)
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Elastic N.V. (ESTC $51.92)
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Shift4 Payments Inc. Class A (FOUR $44.07)
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Duolingo Inc. (DUOL $94.34)
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Cellebrite DI Ltd. (CLBT $14.73)
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Lumine Group Inc. (LMN $24.67)
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Nextpower Inc. (NXT $120.46)
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?