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Amazon.com Inc. (AMZN $222.55)
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Alphabet Inc. (GOOG $284.96)
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Microsoft Corporation (MSFT $493.79)
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NVIDIA Corporation (NVDA $181.36)
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Constellation Software Inc. (CSU $3,238.35)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.32)
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Elastic N.V. (ESTC $88.56)
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Shift4 Payments Inc. Class A (FOUR $66.12)
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Duolingo Inc. (DUOL $175.45)
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Cellebrite DI Ltd. (CLBT $18.30)
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Lumine Group Inc. (LMN $26.59)
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Nextpower Inc. (NXT $90.55)
Q: My tech stocks have had a great run and it's time to trim as they are now about 33% of my portfolio. Can you please rank the above stocks along with SMCI (watching for a pullback in that one). I also have GOOG and AMZN. Do you think they are too closely related as well?