Here are some of the changes I have made in the last week.
I had a little more cash than normal because I lightened up AMZN after their earnings release. I had been planning for awhile, and finally got around to it. I still have a decent position at about 3.5%. Just wanted to buy/add to others, and this past week gave me what I saw as some decent opportunities.
Started positions in UBNT (1%), HDP (1%), ALGN (2.5%)
Added to AYX, now at 3%. NVDA now 8.5%. Also CELG now 2.5% and CGNX 1.5%
Will see how it works out from here.
Kevin