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Amazon.com Inc. (AMZN $226.35)
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Alphabet Inc. (GOOG $183.10)
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Microsoft Corporation (MSFT $505.82)
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NVIDIA Corporation (NVDA $170.70)
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Constellation Software Inc. (CSU $4,913.60)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $157.86)
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Elastic N.V. (ESTC $84.03)
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Shift4 Payments Inc. Class A (FOUR $102.26)
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Duolingo Inc. (DUOL $378.31)
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Cellebrite DI Ltd. (CLBT $14.25)
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Lumine Group Inc. (LMN $51.15)
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Nextracker Inc. (NXT $62.93)
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?