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NVIDIA Corporation (NVDA $182.70)
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Seagate Technology Holdings PLC (STX $150.45)
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Salesforce Inc. (CRM $240.51)
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Celestica Inc. (CLS $285.87)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $205.82)
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Coherent Corp. (COHR $115.44)
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CrowdStrike Holdings Inc. (CRWD $424.49)
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VanEck Vectors Semiconductor ETF (SMH $293.53)
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Vertiv Holdings LLC Class A (VRT $139.93)
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Intapp Inc. (INTA $36.94)
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Credo Technology Group Holding Ltd (CRDO $120.41)
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Nebius Group N.V. (NBIS $68.78)
Q: Sorry for the long list, but that's my IT holdings and I need help to get to a more disciplined IT portfolio. About equal weight, except for SHOP which was owned and is currently on watchlist. Question 1- please advise a limited high conviction IT - does 5 sound about right? It would really help me if you could explain why these are chosen as I want to understand my investments. Question 2 - which ones to sell outright so that can redeploy funds? Any to hold for potential high growth potential?