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Constellation Software Inc. (CSU $3,869.33)
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Descartes Systems Group Inc. (The) (DSG $135.85)
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Enghouse Systems Limited (ENGH $20.74)
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Kinaxis Inc. (KXS $186.06)
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Open Text Corporation (OTEX $53.95)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $232.42)
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Altus Group Limited (AIF $61.10)
Q: Can you rank the stocks best to worst in your opinion. These are the stock s that are in my technology sector (17% weighting). Would you add, swap or remove any of them? My portfolio holdings/thoughts are very similar to your BE Portfolio. Thank you and great job.