Hi Gayle (assuming based on your email),
The industry is proving to be quite resilient and it is quickly become defensive in nature. You are already off to a great start - I own LSPD, OTEX and SHOP myself.
First, with respect to ETFs - this is a personal decision. Generally, if you don't have the time or expertise to research and buy individual stocks, than you are best to hold an ETF. Increasing your exposure to tech stocks south of the border is a great idea. Our tech options are limited, and there are many more options in the U.S.
With respect to a hedge or non-hedged ETF - that depends on your outlook of the CAD vs USD. Hedging against changes in the USD is only beneficial when the value of the USD drops in relation to the CAD. If the USD rises while your investment is hedged, it reduces any gains or expands a loss.
Of the four you mentioned (SHOP, CSU, REAL and BB) - we are big fans of CSU. We have it on our bull list for reason (check our report for more insight). SHOP is an enigma. It is trading at record high valuations but it continues to defy all fundamental principles. It is not one I would bet against, but not one I'd personally go chasing right now. It is highly volatile, and investors could consider it on a meaningful dip.
We've bee looking REAL for some time now. It is starting to perform quite well and is living up to expectations. One we are taking an even closer look at. Outside of Shopify and LSPD, Real has the highest expected revenue growth rates of all TSX-listed tech companies.
Mat