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Amazon.com Inc. (AMZN $215.57)
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NVIDIA Corporation (NVDA $179.83)
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Constellation Software Inc. (CSU $3,970.35)
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Kinaxis Inc. (KXS $180.51)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $219.42)
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Atlassian Corporation (TEAM $149.84)
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Veeva Systems Inc. Class A (VEEV $287.38)
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Roku Inc. (ROKU $98.58)
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DocuSign Inc. (DOCU $67.91)
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Upstart Holdings Inc. (UPST $51.07)
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Topicus.com Inc. (TOI $137.61)
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.