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NVIDIA Corporation (NVDA $170.70)
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Seagate Technology Holdings PLC (STX $149.05)
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Salesforce Inc. (CRM $257.58)
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Celestica Inc. (CLS $220.20)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $157.86)
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Coherent Corp. (COHR $96.07)
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CrowdStrike Holdings Inc. (CRWD $473.28)
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VanEck Vectors Semiconductor ETF (SMH $290.80)
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Vertiv Holdings LLC Class A (VRT $127.37)
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Intapp Inc. (INTA $42.50)
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Credo Technology Group Holding Ltd (CRDO $102.59)
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Nebius Group N.V. (NBIS $53.53)
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?