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Amazon.com Inc. (AMZN $205.37)
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Alphabet Inc. (GOOG $298.79)
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Microsoft Corporation (MSFT $381.87)
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NVIDIA Corporation (NVDA $172.70)
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Constellation Software Inc. (CSU $2,499.22)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $160.64)
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Elastic N.V. (ESTC $53.31)
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Shift4 Payments Inc. Class A (FOUR $41.17)
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Duolingo Inc. (DUOL $98.05)
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Cellebrite DI Ltd. (CLBT $14.27)
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Lumine Group Inc. (LMN $23.97)
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Nextpower Inc. (NXT $114.39)
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?