Theme

Data Owners '25: Travel, Local Intent & Mobility Data☆

19 tickers$4.96T market cap
10D rank10D#676of 1,239 themes/1,239#8of 18 in Data Owners/18 Data Owners
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As of Oct 2, 2026, 9:55 PM ET

Data Owners '25: Travel, Local Intent & Mobility Data Constituents

Booking Holdings Inc.BKNG
10.0%-0.79%-2.69%-19.94%-0.30%-25.23%-5.55%-14.15%-26.04%-2.03%64.90%$123.22B
Uber Technologies, Inc.UBER
10.0%0.34%-2.75%-11.10%0.13%-16.82%-9.88%-8.77%-29.65%-6.62%44.76%$138.64B
Alphabet Inc.GOOGL
9.0%1.56%-2.27%1.86%1.46%9.64%10.08%118.79%39.68%107.83%153.08%$4.16T
Airbnb, Inc.ABNB
8.0%1.22%0.27%-11.46%1.11%19.55%20.09%32.13%33.55%29.64%-6.12%$96.40B
DoorDash, Inc.DASH
7.0%3.83%-2.11%-16.84%3.28%-16.92%6.62%-0.58%-30.34%33.09%-7.27%$82.42B
Expedia Group, Inc.EXPE
7.0%0.89%-6.53%-14.83%-0.12%-7.39%21.64%56.31%20.52%80.85%56.40%$30.34B
Meituan3690.HK
6.0%-2.09%-4.14%-10.90%-2.09%-32.60%-13.74%-55.88%-34.20%-66.12%-71.77%$55.22B
Trip.com Group LimitedTCOM
6.0%-1.73%-5.45%-11.47%-0.35%-46.29%-26.60%-39.25%-48.62%-40.78%23.47%$24.74B
Amadeus IT Group, S.A.AMS.MC
5.0%1.34%-5.06%-8.64%1.34%-18.31%-3.93%-23.10%-23.92%-13.58%-6.41%$25.48B
Grab Holdings LimitedGRAB
5.0%-1.28%-2.52%-12.46%-0.96%-38.08%-26.78%-32.97%-48.93%-16.76%-70.13%$12.24B
Marriott International, Inc.MAR
4.0%1.18%2.14%6.71%0.20%14.59%4.03%46.56%33.44%44.53%136.86%$93.60B
Tripadvisor, Inc.TRIP
4.0%1.61%-1.35%-12.23%0.72%-42.07%-16.57%-41.06%-46.17%-40.36%-76.99%$990.2M
Yelp Inc.YELP
4.0%0.83%-4.54%-19.27%-0.06%-40.44%-18.80%-52.83%-42.94%-45.70%-54.06%$1.00B
Hilton Worldwide Holdings Inc.HLT
3.0%1.24%2.86%1.85%0.58%10.50%1.76%37.42%22.67%38.79%134.18%$71.88B
Maplebear Inc.CART
3.0%0.32%-0.92%-14.61%-0.25%-2.18%17.30%8.64%11.96%11.91%47.50%$10.40B
Toast, Inc.TOST
3.0%1.92%1.42%-11.66%2.87%-15.32%10.11%-15.72%-16.77%6.85%-44.37%$17.28B
Hyatt Hotels CorporationH
2.0%-1.27%3.66%-0.88%1.63%2.03%1.38%31.11%12.49%6.15%95.93%$15.07B
Lyft, Inc.LYFT
2.0%1.64%0.91%-13.34%-1.15%-22.38%8.63%16.10%-33.50%25.08%-72.13%$5.87B
Olo Inc.OLO
2.0%0.00%0.00%0.00%0.00%0.00%0.00%65.75%0.00%118.30%-65.47%$1.74B
Theme return—0.55%-2.24%-10.17%0.76%-13.00%0.99%5.80%-11.22%14.56%39.46%—
Average5.3%0.57%-1.53%-9.43%0.42%-14.09%-1.06%6.76%-10.88%14.27%14.86%$261.24B
Median5.0%0.89%-2.11%-11.47%0.13%-16.82%1.38%-0.58%-23.92%6.85%-6.12%$25.48B
Std Dev2.6%1.44%2.84%7.42%1.28%19.77%14.29%44.68%30.05%48.60%75.35%$919.24B
Min2.0%-2.09%-6.53%-19.94%-2.09%-46.29%-26.78%-55.88%-48.93%-66.12%-76.99%$990.2M
Max10.0%3.83%3.66%6.71%3.28%19.55%21.64%118.79%39.68%118.30%153.08%$4.16T
% Positive Tickers68.42%31.58%15.79%52.63%26.32%52.63%47.37%36.84%57.89%47.37%
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