Please help trim some positions

Hey guys,

Information Technology investments are currently making up a little over 40% of my portfolio. I'd like to get this trimmed down to be no more than 35%. Current positions include: PYPL, NET, MSFT, SHOP, SQ, DOCU, CRWD, TTD, CRM, PSTG, TEAM, NVDA, U, MA, ADBE, ACN.

My initial thoughts are possibly NET, CRWD, MA, ACN, CRM. Opinions are appreciated!