BARBELL STRATEGY: Our cloud stocks in decreasing order of size of position: $MSFT $ADBE $NVDA $AMZN $PYPL $OKTA $ZS $SHOP $TWLO $CRWD $IPHI. This offsets much smaller total position in retail or consumer spending stocks: $V $LULU $MA $HD $NKE $TJX. Healthcare stocks in middle.