- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Constellation Software Inc. (CSU)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Elastic N.V. (ESTC)
- Shift4 Payments Inc. Class A (FOUR)
- Duolingo Inc. (DUOL)
- Cellebrite DI Ltd. (CLBT)
- Lumine Group Inc. (LMN)
- Nextracker Inc. (NXT)
Q: My tech stocks have had a great run and it's time to trim as they are now about 33% of my portfolio. Can you please rank the above stocks along with SMCI (watching for a pullback in that one). I also have GOOG and AMZN. Do you think they are too closely related as well?