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Alphabet Inc. (GOOG $245.46)
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Nutanix Inc. (NTNX $71.15)
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Axon Enterprise Inc. (AXON $727.41)
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CECO Environmental Corp. (CECO $52.03)
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Applovin Corporation (APP $629.70)
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SoFi Technologies Inc. (SOFI $28.02)
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Robinhood Markets Inc. (HOOD $150.87)
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Sportradar Group AG (SRAD $25.51)
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Nebius Group N.V. (NBIS $122.00)
Q: Looking to reduce holding size after very favourable gains. What 3 or 4 names in the US would you consider for re deployment? (I hold NBIS already). Thanks.