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Photon Control Inc. (PHO $3.60)
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Welltower Inc. (WELL $152.01)
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Kinaxis Inc. (KXS $200.61)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $155.06)
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Veeva Systems Inc. Class A (VEEV $280.81)
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The Trade Desk Inc. (TTD $75.43)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.97)
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Palantir Technologies Inc. (PLTR $138.41)
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Unity Software Inc. (U $29.00)
Q: According to the portfolio analyzer, I need to reduce my tech. These are the companies I own (I'm not entirely sure WELL belongs on this list). Where should I start with reducing? Probably 2-3 names, or a partial disposition of a few. I'm up on all. Thanks!