- NVIDIA Corporation (NVDA)
- Kinaxis Inc. (KXS)
- Converge Technology Solutions Corp. (CTS)
- Shopify Inc. Class A Subordinate (SHOP)
- Lightspeed Commerce Inc. Subordinate (LSPD)
Q: How would you guys rate the above tech companies going out 3 years, I want to do some rebalancing by selling some shares of the weakest and putting the proceeds into the strongest. Thank you