- Apple Inc. (AAPL)
- NVIDIA Corporation (NVDA)
- Constellation Software Inc. (CSU)
- Open Text Corporation (OTEX)
- The Trade Desk Inc. (TTD)
- Topicus.com Inc. (TOI)
Q: I am overweight in tech by about 10% in my portfolio and I should sell some positions to increase my exposure in other sectors. What is your conviction in order of preference on APPL, CSU, NVDA, OTEX, TTD and TOI if I need to sell some portions or all of any of these holdings?