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Amazon.com Inc. (AMZN $222.17)
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Alphabet Inc. (GOOG $244.36)
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Microsoft Corporation (MSFT $514.60)
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NVIDIA Corporation (NVDA $181.85)
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Constellation Software Inc. (CSU $3,766.74)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $207.46)
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Elastic N.V. (ESTC $87.02)
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Shift4 Payments Inc. Class A (FOUR $79.02)
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Duolingo Inc. (DUOL $328.78)
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Cellebrite DI Ltd. (CLBT $18.97)
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Lumine Group Inc. (LMN $39.90)
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Nextracker Inc. (NXT $76.13)
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?