- Intuitive Surgical Inc. (ISRG)
- Exact Sciences Corporation (EXAS)
- Roku Inc. (ROKU)
- Axcelis Technologies Inc. (ACLS)
- Alarm.com Holdings Inc. (ALRM)
- Guardant Health Inc. (GH)
- Ultra Clean Holdings Inc. (UCTT)
- Entegris Inc. (ENTG)
- Fulgent Genetics Inc. (FLGT)
- Mitek Systems Inc. (MITK)
Q: These stocks are my US non registered portfolio, and are all at a loss, to varying degrees. Which stocks would you hold, which ones to sell, and what would you replace them with? Any sector, moderate risk