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NVIDIA Corporation (NVDA $177.26)
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Seagate Technology Holdings PLC (STX $210.85)
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Salesforce Inc. (CRM $242.10)
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Celestica Inc. (CLS $342.96)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $202.37)
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Coherent Corp. (COHR $107.02)
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CrowdStrike Holdings Inc. (CRWD $444.59)
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VanEck Vectors Semiconductor ETF (SMH $306.57)
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Vertiv Holdings LLC Class A (VRT $139.32)
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Intapp Inc. (INTA $45.72)
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Credo Technology Group Holding Ltd (CRDO $164.29)
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Nebius Group N.V. (NBIS $90.83)
Q: Sorry for the long list, but that's my IT holdings and I need help to get to a more disciplined IT portfolio. About equal weight, except for SHOP which was owned and is currently on watchlist. Question 1- please advise a limited high conviction IT - does 5 sound about right? It would really help me if you could explain why these are chosen as I want to understand my investments. Question 2 - which ones to sell outright so that can redeploy funds? Any to hold for potential high growth potential?