Theme

Data Owners '25: Ad-Tech, Measurement & Identity Graphs☆

18 tickers$193.55B market cap
10D rank10D#874of 1,239 themes/1,239#12of 18 in Data Owners/18 Data Owners
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As of Oct 2, 2026, 9:55 PM ET

Data Owners '25: Ad-Tech, Measurement & Identity Graphs Constituents

The Trade Desk, Inc.TTD
13.0%-1.32%-10.89%-19.28%-2.93%-69.06%-50.69%-79.14%-76.92%-89.28%-83.03%$5.62B
AppLovin CorporationAPP
12.0%-4.65%-18.44%-15.96%-4.69%-60.21%-38.33%-7.67%-60.78%98.31%258.68%$90.11B
Publicis Groupe S.A.PUB.PA
9.0%-1.15%-4.46%-7.29%-1.15%2.53%19.91%16.03%10.65%5.63%85.61%$26.57B
Zeta Global Holdings Corp.ZETA
9.0%0.71%7.90%6.80%0.34%59.75%91.80%123.59%69.32%9.20%428.85%$8.16B
DoubleVerify Holdings, Inc.DV
7.0%0.00%0.97%1.35%0.30%18.27%28.37%1.05%19.42%-19.56%-60.40%$2.07B
Magnite, Inc.MGNI
7.0%-2.79%1.55%1.23%-1.00%55.18%84.91%118.81%25.17%102.21%-13.08%$3.54B
Roku, Inc.ROKU
6.0%0.75%-1.22%-3.38%0.73%40.45%54.83%113.34%46.74%101.97%-51.54%$22.61B
Criteo S.A.CRTO
5.0%-3.28%-9.44%-16.61%0.20%-25.96%-14.61%-57.19%-28.39%-62.06%-60.98%$740.1M
Integral Ad Science Holding Corp.IAS
5.0%0.00%0.00%0.00%0.00%0.00%0.00%28.45%1.27%-0.48%-50.17%$1.74B
LiveRamp Holdings, Inc.RAMP
4.0%-0.13%0.63%-0.04%0.23%28.65%39.07%42.00%40.36%57.33%-21.55%$2.29B
PubMatic, Inc.PUBM
4.0%-3.96%4.25%6.59%-3.42%108.85%128.70%96.66%123.73%28.27%-28.66%$860.3M
Viant Technology Inc.DSP
4.0%-3.81%0.23%-1.91%1.14%6.89%27.05%-5.65%53.58%12.09%-2.78%$803.2M
Ibotta, Inc.IBTA
3.0%4.23%3.33%11.42%5.20%84.76%68.18%-5.84%45.16%-30.38%-52.72%$1.06B
Nexxen International Ltd.NEXN
3.0%-2.87%5.57%-4.82%3.36%43.35%45.57%5.34%8.76%12.09%-54.30%$490.9M
Omnicom Group Inc.OMC
3.0%-0.74%-1.73%-9.45%-0.89%-8.32%-13.20%-4.05%-2.71%-23.22%15.98%$20.34B
Perion Network Ltd.PERI
2.0%-2.97%1.37%-5.85%1.03%-7.62%3.51%4.24%-8.39%7.32%-52.73%$351.1M
Taboola.com Ltd.TBLA
2.0%-2.71%-7.96%-13.74%-0.75%-28.52%3.94%7.33%-1.05%2.87%-60.99%$882.8M
WPP plcWPP.LSE
2.0%-2.66%-4.13%0.73%-2.66%8.16%32.61%-30.37%3.62%-47.17%-54.60%$5.32B
Theme return—-1.55%-3.48%-5.88%-1.26%-2.95%16.06%15.04%-3.44%11.37%55.58%—
Average5.6%-1.52%-1.80%-3.90%-0.28%14.29%28.42%20.39%14.97%9.18%7.87%$10.75B
Median4.5%-1.99%0.12%-2.64%0.10%7.53%27.71%4.79%9.71%6.47%-50.85%$2.18B
Std Dev3.3%2.15%6.33%8.35%2.28%45.20%44.95%56.58%45.04%52.41%127.67%$20.85B
Min2.0%-4.65%-18.44%-19.28%-4.69%-69.06%-50.69%-79.14%-76.92%-89.28%-83.03%$351.1M
Max13.0%4.23%7.90%11.42%5.20%108.85%128.70%123.59%123.73%102.21%428.85%$90.11B
% Positive Tickers16.67%50.00%33.33%50.00%61.11%72.22%61.11%66.67%61.11%22.22%
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