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AI '24: Digital Consumer Data
21 tickers · $1.38T total market cap
Group: AI
AI '24: Digital Consumer Data tracks 21 publicly listed stocks in this theme. Sample tickers: CART, CDLX, CSGP, DV, EFX, EXPN.LSE, FAF, FICO, GTM, IPG, IQV, KVYO, and 9 more. Use the table below for the full list.
Constituents
Build 20260519T212339
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Walmart Inc.WMT | 02/19/2026 (BMO) | 05/21/2026 (BMO) | -2.87% | — | 9.11% | — | $1.06T | 4.7619 |
S&P Global Inc.SPGI | 04/28/2026 (BMO) | 04/28/2026 (BMO) | -12.03% | -0.92% | 11.89% | -5.26% | $123.55B | 4.7619 |
IQVIA Holdings Inc.IQV | 05/05/2026 (BMO) | 05/05/2026 (BMO) | -7.43% | 9.65% | -14.16% | -1.86% | $28.84B | 4.7619 |
Fair Isaac CorporationFICO | 04/28/2026 (AMC) | 04/28/2026 (AMC) | -4.10% | 2.93% | -30.94% | 13.66% | $27.41B | 4.7619 |
Veeva Systems Inc.VEEV | 03/04/2026 (AMC) | 06/03/2026 (AMC) | 3.72% | — | -16.70% | — | $26.76B | 4.7619 |
Verisk Analytics, Inc.VRSK | 04/29/2026 (AMC) | 04/29/2026 (AMC) | -0.85% | 4.43% | 3.12% | -7.47% | $22.47B | 4.7619 |
Equifax Inc.EFX | 04/21/2026 (AMC) | 04/21/2026 (AMC) | 8.05% | -9.97% | -1.64% | -9.97% | $19.81B | 4.7619 |
CoStar Group, Inc.CSGP | 04/28/2026 (AMC) | 04/28/2026 (AMC) | -8.44% | -5.79% | -20.09% | -1.00% | $13.56B | 4.7619 |
TransUnionTRU | 04/28/2026 | 04/28/2026 | 4.39% | -1.01% | -5.03% | -6.20% | $13.23B | 4.7619 |
Instacart (Maplebear Inc.)CART | 05/06/2026 | 05/06/2026 | 9.21% | -13.15% | 10.63% | 7.87% | $9.63B | 4.7619 |
The Interpublic Group of Companies, Inc.IPG | 11/10/2025 | — | 1.88% | — | -3.08% | — | $8.93B | 4.7619 |
First American Financial CorporationFAF | 04/22/2026 (BMO) | 04/22/2026 (BMO) | -0.62% | 2.90% | 1.15% | -2.05% | $6.99B | 4.7619 |
Zeta Global Holdings Corp.ZETA | 04/30/2026 (AMC) | 04/30/2026 (AMC) | 6.36% | 4.44% | 1.99% | -1.69% | $4.80B | 4.7619 |
Klaviyo, Inc.KVYO | 05/05/2026 (AMC) | 05/05/2026 (AMC) | -12.36% | -29.64% | 26.04% | -7.02% | $4.42B | 4.7619 |
NIQ Global Intelligence PlcNIQ | 05/14/2026 | 05/14/2026 | 0.00% | -18.33% | -38.48% | 4.39% | $2.67B | 4.7619 |
DoubleVerify Holdings, Inc.DV | 05/06/2026 (AMC) | 05/06/2026 (AMC) | 10.60% | -5.32% | 5.79% | -12.90% | $1.50B | 4.7619 |
ZoomInfo Technologies Inc.GTM | 05/11/2026 | 05/11/2026 | -10.38% | -36.36% | -7.93% | -6.16% | $1.20B | 4.7619 |
Experian plcEXPN.LSE | 11/11/2025 (AMC) | 05/20/2026 (AMC) | -3.50% | — | -16.17% | — | $319.9M | 4.7619 |
Similarweb Ltd.SMWB | 05/13/2026 (AMC) | 05/13/2026 (AMC) | -34.10% | -1.60% | 10.89% | 19.87% | $297.4M | 4.7619 |
Cardlytics, Inc.CDLX | 05/07/2026 | 05/07/2026 | -13.33% | -19.50% | 0.26% | -6.87% | $34.9M | 4.7619 |
comScore, Inc.SCOR | 05/14/2026 | 05/14/2026 | -4.18% | -7.13% | -1.45% | -1.08% | $32.5M | 4.7619 |
| Average | -3.33% | -7.32% | -3.56% | -1.40% | $65.68B | 4.7619 | ||
| Median | -2.87% | -5.32% | -1.45% | -2.05% | $8.93B | 4.7619 | ||
| Std Dev | 9.84% | 12.24% | 14.80% | 8.28% | $224.47B | 0.0% | ||
| Min | -34.10% | -36.36% | -38.48% | -12.90% | $32.5M | 4.7619 | ||
| Max | 10.60% | 9.65% | 26.04% | 19.87% | $1.06T | 4.7619 | ||
| % Positive Tickers | 33.33% | 29.41% | 47.62% | 23.53% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.