My favourites stocks vs my watchlist

Long_Equity
01-15

Here's a breakdown of my portfolio vs my watchlist. My favourites on the watchlist are underlined.

My portfolio: $Visa(V)$ $MasterCard(MA)$ $MSCI Inc(MSCI)$ $Fair Isaac(FICO)$ $Applied Materials(AMAT)$ $KLA-Tencor(KLAC)$ $Lam Research(LRCX)$ $NVIDIA(NVDA)$ $Comfort Systems USA(FIX)$ $Cadence Design(CDNS)$ $Fortinet(FTNT)$ $Technology One, Ltd.(THNOF)$

My watchlist: $Broadridge Financial Solutions(BR)$ $Jack Henry & Associates(JKHY)$ $S&P Global(SPGI)$ $Moody's(MCO)$ $ASML Holding NV(ASML)$ $Parker Hannifin(PH)$ $Arista Networks(ANET)$ $Microsoft(MSFT)$ $Synopsys(SNPS)$ $Cerillion PLC(CRLLF)$ $Nemetschek AG(NEMTF)$ $Qualys(QLYS)$

PS：I've got no plans on selling Cadence. I think I may have just mentioned that their cash return on capital is currently below their long-term average, which was a concern. But it's my longest holding, no plans on selling at the moment!

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