-
Meta Platforms Inc. (META)
-
Alphabet Inc. (GOOG)
-
Netflix Inc. (NFLX)
-
TELUS Corporation (T)
-
Take-Two Interactive Software Inc. (TTWO)
-
T-Mobile US Inc. (TMUS)
-
Nebius Group N.V. (NBIS)
-
Defiance Connective Technologies ETF (SIXG)
Q: In process of rebalancing growth leaning portfolios, so for the Communications sector, what would be your top five or six "must own" holdings, any market in this sector. Currently I have a notional 6% allocation to sector and small positions in GOOG, SIXG (FIVG), NBIS, and Telus. At a 3.6% position I have room to grow and looking for ideas.