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NVIDIA Corporation (NVDA $185.41)
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Seagate Technology Holdings PLC (STX $429.32)
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Salesforce Inc. (CRM $191.35)
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Celestica Inc. (CLS $419.62)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.06)
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Coherent Corp. (COHR $227.68)
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CrowdStrike Holdings Inc. (CRWD $395.50)
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VanEck Vectors Semiconductor ETF (SMH $401.65)
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Vertiv Holdings LLC Class A (VRT $195.58)
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Intapp Inc. (INTA $23.92)
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Credo Technology Group Holding Ltd (CRDO $111.40)
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Nebius Group N.V. (NBIS $86.10)
Q: Sorry for the long list, but that's my IT holdings and I need help to get to a more disciplined IT portfolio. About equal weight, except for SHOP which was owned and is currently on watchlist. Question 1- please advise a limited high conviction IT - does 5 sound about right? It would really help me if you could explain why these are chosen as I want to understand my investments. Question 2 - which ones to sell outright so that can redeploy funds? Any to hold for potential high growth potential?