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Intuitive Surgical Inc. (ISRG $516.66)
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Exact Sciences Corporation (EXAS $48.45)
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Roku Inc. (ROKU $91.52)
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Axcelis Technologies Inc. (ACLS $75.07)
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Alarm.com Holdings Inc. (ALRM $55.03)
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Guardant Health Inc. (GH $45.55)
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Ultra Clean Holdings Inc. (UCTT $24.92)
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Entegris Inc. (ENTG $91.63)
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Fulgent Genetics Inc. (FLGT $17.75)
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Mitek Systems Inc. (MITK $9.45)
Q: These stocks are my US non registered portfolio, and are all at a loss, to varying degrees. Which stocks would you hold, which ones to sell, and what would you replace them with? Any sector, moderate risk