-
Meta Platforms Inc. (META $718.35)
-
Alphabet Inc. (GOOG $177.56)
-
Netflix Inc. (NFLX $1,289.62)
-
TELUS Corporation (T $22.40)
-
Take-Two Interactive Software Inc. (TTWO $242.53)
-
T-Mobile US Inc. (TMUS $237.63)
-
Nebius Group N.V. (NBIS $47.84)
-
Defiance Connective Technologies ETF (SIXG $53.19)
Q: In process of rebalancing growth leaning portfolios, so for the Communications sector, what would be your top five or six "must own" holdings, any market in this sector. Currently I have a notional 6% allocation to sector and small positions in GOOG, SIXG (FIVG), NBIS, and Telus. At a 3.6% position I have room to grow and looking for ideas.