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Alphabet Inc. (GOOG $246.19)
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NVIDIA Corporation (NVDA $180.03)
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Veeva Systems Inc. Class A (VEEV $287.65)
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Roku Inc. (ROKU $94.40)
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Axon Enterprise Inc. (AXON $704.67)
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Digital Turbine Inc. (APPS $6.56)
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Celsius Holdings Inc. (CELH $61.86)
Q: What are your current thoughts about which United States companies you would recommend in a growth oriented portfolio. Some risk OK. Could you list and rank five of your favourites (apart from the FAANGs) and give an indication of risk.