Q: What are your top 3 software companies that would benefit greatly from AI going forward, please pick 3 CAN & 3 US.
Thank-you for your great service as always!!

Q: I have some cash that I would like to put to work and I have small positions that I would like to reduce. My main objective is growth with a bias towards low beta equities at this time in my work life. I am about 4 years away from my planned retirement.

These are most of my held equities along with weightings. NVDA 13.3% CSU 6.4% BN 6.4% SAN 5.4% SHOP 4.8% CRWD 4.3% TOI 3.8% VRT 3.4% ENB 3.2% BIP-UN 2.6% BEP-UN 2.3%. The following are 1-2% positions 13.5% as group; COST TD ATZ BNS AMZN TTD PANW PRL BRK.B. The rest are< 1%/each approx 10% as group BCE ASML HPS-A TMDX ISRG TMO GSY ASPN DELL SNOW NXT.

I plan on continuing to hold most of these positions including the smaller positions (<2% positions). I would like to reduce the number of these smaller holdings.
Could you please rank these smaller positions with the keepers at one end of the spectrum to goers at the the opposite end of the spectrum.

Thanks for this.

Q: Hello,

Given the anticipated AI growth could you provide some names of companies with the largest short to long term growth potential in the following categories:

1. Chip Design
2. Data Processing
3. Business Application Design
4. Data Centers
5. Power Supply (for the Data Centers)

Thank you!