-
Amazon.com Inc. (AMZN $231.62)
-
NVIDIA Corporation (NVDA $170.29)
-
Constellation Software Inc. (CSU $4,281.59)
-
Kinaxis Inc. (KXS $184.98)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP $203.57)
-
Atlassian Corporation (TEAM $172.25)
-
Veeva Systems Inc. Class A (VEEV $274.58)
-
Roku Inc. (ROKU $98.34)
-
DocuSign Inc. (DOCU $84.52)
-
Upstart Holdings Inc. (UPST $68.12)
-
Topicus.com Inc. (TOI $161.71)
Q: I need to lighten up on techy/growth stocks and replace with more defensive/value names. Of this list, are there any you would sell? If not, and if I wanted to sell something anyway, in what order would you suggest selling? Thank you.