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Amazon.com Inc. (AMZN $204.27)
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NVIDIA Corporation (NVDA $178.82)
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Constellation Software Inc. (CSU $2,547.11)
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Kinaxis Inc. (KXS $128.53)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $156.40)
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Atlassian Corporation (TEAM $73.25)
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Veeva Systems Inc. Class A (VEEV $178.16)
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Roku Inc. (ROKU $94.87)
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DocuSign Inc. (DOCU $45.15)
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Upstart Holdings Inc. (UPST $27.40)
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Topicus.com Inc. (TOI $93.35)
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.