TTD-50.05%13.0%
APP-38.00%12.0%
PUB.PA+7.38%9.0%
ZETA+33.02%9.0%
DV+4.81%7.0%
MGNI+27.36%7.0%
ROKU+35.46%6.0%
CRTO-17.27%5.0%
IAS0.00%5.0%
DSP+2.24%4.0%
PUBM+52.31%4.0%
RAMP+28.70%4.0%
IBTA+55.39%3.0%
NEXN+60.09%3.0%
OMC+1.19%3.0%
PERI+0.42%2.0%
TBLA-16.81%2.0%
WPP.LSE-8.89%2.0%
As of Aug 6, 2026, 4:25 AM ET
Data Owners '25: Ad-Tech, Measurement & Identity Graphs Constituents
The Trade Desk, Inc.TTD | 13.0% | -1.96% | 9.66% | -1.81% | 5.10% | -50.05% | -20.40% | -66.32% | -78.83% | $8.91B |
AppLovin CorporationAPP | 12.0% | -0.45% | 6.59% | -23.17% | 5.53% | -38.00% | -3.90% | 43.88% | 6.97% | $140.36B |
Publicis Groupe S.A.PUB.PA | 9.0% | 3.05% | 11.00% | 13.16% | 4.73% | 7.38% | 25.58% | 21.52% | 22.92% | $28.11B |
Zeta Global Holdings Corp.ZETA | 9.0% | 11.58% | 41.51% | 24.06% | 25.32% | 33.02% | 59.71% | 86.18% | 33.81% | $6.77B |
DoubleVerify Holdings, Inc.DV | 7.0% | 0.50% | 13.54% | 2.74% | 6.58% | 4.81% | 13.76% | -10.46% | -24.40% | $1.84B |
Magnite, Inc.MGNI | 7.0% | -0.91% | 11.67% | -0.82% | 7.10% | 27.36% | 51.76% | 79.58% | -8.05% | $2.96B |
Roku, Inc.ROKU | 6.0% | -0.25% | 3.51% | 3.30% | 1.34% | 35.46% | 49.33% | 105.77% | 73.04% | $21.80B |
Criteo S.A.CRTO | 5.0% | -23.88% | -16.59% | -26.41% | -21.86% | -17.27% | -4.59% | -52.17% | -28.87% | $856.7M |
Integral Ad Science Holding Corp.IAS | 5.0% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 28.45% | 28.13% | $1.74B |
LiveRamp Holdings, Inc.RAMP | 4.0% | -0.16% | 0.35% | 0.69% | -0.18% | 28.70% | 39.12% | 42.05% | 16.02% | $2.30B |
PubMatic, Inc.PUBM | 4.0% | -0.95% | 7.91% | -0.07% | 7.22% | 52.31% | 66.79% | 43.42% | 16.97% | $631.0M |
Viant Technology Inc.DSP | 4.0% | -3.68% | 15.05% | -3.68% | 4.59% | 2.24% | 21.52% | -9.75% | -8.88% | $807.8M |
Ibotta, Inc.IBTA | 3.0% | -5.41% | 34.55% | 7.03% | 47.17% | 55.39% | 41.45% | -20.81% | -2.32% | $943.4M |
Nexxen International Ltd.NEXN | 3.0% | -0.10% | 6.62% | 12.34% | 1.85% | 60.09% | 62.58% | 17.64% | 2.85% | $583.4M |
Omnicom Group Inc.OMC | 3.0% | -0.12% | 2.57% | 2.27% | 3.82% | 1.19% | -4.20% | 5.89% | 14.16% | $22.42B |
Perion Network Ltd.PERI | 2.0% | -1.94% | 3.22% | 3.78% | 0.84% | 0.42% | 12.51% | 13.31% | -7.59% | $397.3M |
Taboola.com Ltd.TBLA | 2.0% | -27.50% | -20.44% | -30.65% | -23.45% | -16.81% | 20.98% | 24.92% | 13.46% | $1.05B |
WPP plcWPP.LSE | 2.0% | 0.72% | 9.98% | 20.93% | 2.89% | -8.89% | 11.71% | -41.35% | -21.25% | $4.46B |
| Theme return | — | -0.63% | 10.02% | 1.64% | 5.19% | 2.26% | 22.30% | 21.22% | 1.24% | — |
| Average | 5.6% | -2.86% | 7.82% | 0.20% | 4.37% | 9.85% | 24.65% | 17.32% | 2.67% | $13.72B |
| Median | 4.5% | -0.35% | 7.27% | 1.48% | 4.21% | 3.53% | 21.25% | 19.58% | 4.91% | $2.07B |
| Std Dev | 3.3% | 8.74% | 14.04% | 14.18% | 14.58% | 30.07% | 25.69% | 45.34% | 30.69% | $31.84B |
| Min | 2.0% | -27.50% | -20.44% | -30.65% | -23.45% | -50.05% | -20.40% | -66.32% | -78.83% | $397.3M |
| Max | 13.0% | 11.58% | 41.51% | 24.06% | 47.17% | 60.09% | 66.79% | 105.77% | 73.04% | $140.36B |
| % Positive Tickers | 22.22% | 83.33% | 55.56% | 77.78% | 66.67% | 72.22% | 66.67% | 55.56% |
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About this theme
Data Owners '25: Ad-Tech, Measurement & Identity Graphs tracks 18 publicly listed stocks in this theme. Sample tickers: APP, CRTO, DSP, DV, IAS, IBTA, MGNI, NEXN, OMC, PERI, PUB.PA, PUBM, and 6 more. Use the table below for the full list.