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Amazon.com Inc. (AMZN $238.38)
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NVIDIA Corporation (NVDA $188.63)
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Constellation Software Inc. (CSU $2,295.18)
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Kinaxis Inc. (KXS $134.02)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.55)
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Atlassian Corporation (TEAM $57.15)
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Veeva Systems Inc. Class A (VEEV $151.43)
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Roku Inc. (ROKU $102.47)
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DocuSign Inc. (DOCU $42.89)
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Upstart Holdings Inc. (UPST $27.26)
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Topicus.com Inc. (TOI $91.51)
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.