MORN-41.48%18.0%
FDS-39.32%16.0%
LSEG.LSE-13.00%14.0%
MCO-5.21%13.0%
SPGI-14.22%13.0%
MSCI+1.23%12.0%
MKTW+8.76%6.0%
VALU-6.67%5.0%
AREN-84.84%3.0%
As of Jul 27, 2026, 7:41 AM ET
Brokerages & Exchanges '26: Financial Research Constituents
Morningstar, Inc.MORN | 18.0% | -3.32% | -4.97% | 0.02% | -25.28% | -11.54% | -45.94% | -41.48% | $6.56B |
FactSet Research Systems Inc.FDS | 16.0% | 4.35% | 0.77% | 3.67% | -12.28% | 17.41% | -43.65% | -39.32% | $9.05B |
London Stock Exchange Group plcLSEG.LSE | 14.0% | 2.40% | -2.03% | 6.04% | -2.71% | -1.80% | -22.28% | -13.00% | $56.91B |
Moody's CorporationMCO | 13.0% | 2.97% | -1.71% | 3.82% | -4.82% | 2.03% | 3.26% | -5.21% | $82.36B |
S&P Global Inc.SPGI | 13.0% | 2.50% | -1.91% | 3.74% | -12.52% | 3.22% | -10.56% | -14.22% | $126.21B |
MSCI Inc.MSCI | 12.0% | 0.09% | -9.56% | -4.99% | -3.61% | -3.29% | -3.99% | 1.23% | $40.10B |
MarketWise, Inc.MKTW | 6.0% | 1.37% | -4.30% | 4.18% | 40.60% | 50.63% | 118.31% | 8.76% | $52.6M |
Value Line, Inc.VALU | 5.0% | -5.71% | -8.44% | -11.72% | -5.24% | -1.72% | -6.78% | -6.67% | $358.1M |
The Arena Group Holdings, Inc.AREN | 3.0% | -1.60% | 0.54% | 14.20% | -76.88% | -67.99% | -50.80% | -84.84% | $39.0M |
| Theme return | — | 0.91% | -3.34% | -20.82% | -9.43% | 1.95% | -14.75% | -20.69% | — |
| Average | 11.1% | 0.34% | -3.51% | 2.11% | -11.42% | -1.45% | -6.94% | -21.64% | $35.74B |
| Median | 13.0% | 1.37% | -2.03% | 3.74% | -5.24% | -1.72% | -10.56% | -13.00% | $9.05B |
| Std Dev | 4.9% | 3.11% | 3.44% | 6.83% | 28.68% | 29.13% | 48.12% | 27.43% | $42.41B |
| Min | 3.0% | -5.71% | -9.56% | -11.72% | -76.88% | -67.99% | -50.80% | -84.84% | $39.0M |
| Max | 18.0% | 4.35% | 0.77% | 14.20% | 40.60% | 50.63% | 118.31% | 8.76% | $126.21B |
| % Positive Tickers | 66.67% | 22.22% | 77.78% | 11.11% | 44.44% | 22.22% | 22.22% |
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About this theme
Brokerages & Exchanges '26: Financial Research tracks 9 publicly listed stocks in this theme: AREN, FDS, LSEG.LSE, MCO, MKTW, MORN, MSCI, SPGI, VALU. See the constituent table for details.