MORN-20.85%18.0%
FDS-22.83%16.0%
LSEG.LSE-2.54%14.0%
MCO-6.18%13.0%
SPGI-17.55%13.0%
MSCI-1.53%12.0%
MKTW+13.06%6.0%
VALU+0.01%5.0%
PAAI-82.38%3.0%
As of Sep 10, 2026, 5:04 AM ET
Brokerages & Exchanges '26: Financial Research Constituents
Morningstar, Inc.MORN | 18.0% | -1.22% | -8.99% | -1.46% | -5.61% | -8.64% | 8.16% | -33.90% | -20.85% | -34.41% | -27.62% | $7.43B |
FactSet Research Systems Inc.FDS | 16.0% | -3.40% | -9.65% | -1.74% | -8.60% | -3.80% | 28.76% | -38.20% | -22.83% | -34.62% | -24.94% | $9.93B |
London Stock Exchange Group plcLSEG.LSE | 14.0% | -2.34% | -5.35% | -3.28% | -3.69% | -4.40% | -3.51% | -23.63% | -2.54% | -13.87% | 9.05% | $56.14B |
Moody's CorporationMCO | 13.0% | -1.34% | -7.79% | -0.49% | -4.02% | -7.05% | -0.37% | 0.83% | -6.18% | -1.23% | 27.88% | $82.20B |
S&P Global Inc.SPGI | 13.0% | -2.55% | -5.54% | 1.81% | -4.96% | -14.99% | 0.31% | -13.08% | -17.55% | -13.08% | 1.97% | $123.33B |
MSCI Inc.MSCI | 12.0% | 0.57% | -2.84% | -1.16% | -1.52% | -3.34% | -3.02% | -3.72% | -1.53% | -0.10% | -11.89% | $40.32B |
MarketWise, Inc.MKTW | 6.0% | 0.55% | 1.47% | -7.73% | 3.51% | 28.83% | 38.02% | 100.03% | 13.06% | 54.56% | -85.74% | $48.2M |
Value Line, Inc.VALU | 5.0% | 0.92% | 1.56% | 2.20% | -3.90% | -1.41% | 2.25% | -3.01% | 0.01% | -5.19% | 26.65% | $349.2M |
Paradium.AI, Inc.PAAI | 3.0% | 6.93% | -3.57% | -50.91% | 16.13% | -73.00% | -62.63% | -42.55% | -82.38% | 25.58% | -90.18% | $51.4M |
| Theme return | — | -1.24% | -5.93% | -2.19% | -3.31% | -4.16% | 7.88% | -9.79% | -11.77% | -6.07% | 3.67% | — |
| Average | 11.1% | -0.21% | -4.52% | -6.97% | -1.41% | -9.76% | 0.89% | -6.36% | -15.64% | -2.49% | -19.42% | $35.53B |
| Median | 13.0% | -1.22% | -5.35% | -1.46% | -3.90% | -4.40% | 0.31% | -13.08% | -6.18% | -5.19% | -11.89% | $9.93B |
| Std Dev | 4.9% | 2.90% | 3.88% | 15.77% | 6.93% | 25.17% | 26.42% | 40.57% | 25.96% | 26.56% | 41.08% | $41.55B |
| Min | 3.0% | -3.40% | -9.65% | -50.91% | -8.60% | -73.00% | -62.63% | -42.55% | -82.38% | -34.62% | -90.18% | $48.2M |
| Max | 18.0% | 6.93% | 1.56% | 2.20% | 16.13% | 28.83% | 38.02% | 100.03% | 13.06% | 54.56% | 27.88% | $123.33B |
| % Positive Tickers | 44.44% | 22.22% | 22.22% | 22.22% | 11.11% | 55.56% | 22.22% | 22.22% | 22.22% | 44.44% |
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About this theme
Brokerages & Exchanges '26: Financial Research tracks 9 publicly listed stocks in this theme: MORN, FDS, LSEG.LSE, MCO, SPGI, MSCI, MKTW, VALU, PAAI. See the constituent table for details.