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Amazon.com Inc. (AMZN $204.08)
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NVIDIA Corporation (NVDA $190.05)
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Constellation Software Inc. (CSU $2,324.32)
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Kinaxis Inc. (KXS $123.10)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $160.41)
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Atlassian Corporation (TEAM $86.97)
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Veeva Systems Inc. Class A (VEEV $177.04)
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Roku Inc. (ROKU $87.89)
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DocuSign Inc. (DOCU $44.34)
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Upstart Holdings Inc. (UPST $33.10)
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Topicus.com Inc. (TOI $88.13)
Q: I need to lighten up on techy/growth stocks and replace with more defensive/value names. Of this list, are there any you would sell? If not, and if I wanted to sell something anyway, in what order would you suggest selling? Thank you.