- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- Constellation Software Inc. (CSU)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Veeva Systems Inc. Class A (VEEV)
- DocuSign Inc. (DOCU)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- CrowdStrike Holdings Inc. (CRWD)
- Digital Turbine Inc. (APPS)
- Unity Software Inc. (U)
- Topicus.com Inc. (TOI)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
- Nuvei Corporation (NVEI)
Q: Hi,
Currently holding around 25% tech exposure, long term growth investor. If I wanted to de-leverage my portfolio and rebalance to some other sectors, how would you rank these tech stocks?
Do you have any fundamental concerns about any of the names held or is this a good list? NVDA is on my list of names to own as well. Thank you!
Currently holding around 25% tech exposure, long term growth investor. If I wanted to de-leverage my portfolio and rebalance to some other sectors, how would you rank these tech stocks?
Do you have any fundamental concerns about any of the names held or is this a good list? NVDA is on my list of names to own as well. Thank you!