- The Trade Desk Inc. (TTD)
- Atlantic Power Corporation (Canada) (AT)
- Digital Turbine Inc. (APPS)
- Magnite Inc. (MGNI)
Q: I own all for of these companies, totalling about 4% of my portfolio. I'm happy with all of them but I wonder if there is too much overlap between positions and if I'd be better off consolidating. Could you rank in order of both growth potential and risk?