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NVIDIA Corporation (NVDA $167.02)
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Seagate Technology Holdings PLC (STX $188.16)
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Salesforce Inc. (CRM $250.76)
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Celestica Inc. (CLS $336.26)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $203.34)
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Coherent Corp. (COHR $97.84)
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CrowdStrike Holdings Inc. (CRWD $417.63)
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VanEck Vectors Semiconductor ETF (SMH $293.28)
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Vertiv Holdings LLC Class A (VRT $124.00)
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Intapp Inc. (INTA $44.70)
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Credo Technology Group Holding Ltd (CRDO $140.82)
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Nebius Group N.V. (NBIS $65.47)
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?