Theme · live manifest · live theme JSON

Consumer Attention '24: Digital Ad Tech & Streaming Infra

17 tickers · $212.94B total market cap

Group: Consumer Attention

Consumer Attention '24: Digital Ad Tech & Streaming Infra tracks 17 publicly listed stocks in this theme. Sample tickers: ADEA, APP, CDLX, CRIT, DSP, DV, IAS, MGNI, MNTN, PUBM, RAMP, ROKU, and 5 more. Use the table below for the full list.

Constituents

Build 20260519T212339

CompanyPrevious Quarter Report DateNext Expected Report DateLast Quarter Earnings Move %Earnings Move %Intra-Quarter Move %Since Last Report %Market capWeight
AppLovin CorporationAPP
05/06/2026 (AMC)05/06/2026 (AMC)-14.50%4.34%20.04%-4.40%$165.41B5.8824
Roku, Inc.ROKU
04/30/2026 (AMC)04/30/2026 (AMC)8.60%9.73%29.42%-2.43%$18.30B5.8824
The Trade Desk, Inc.TTD
05/07/2026 (AMC)05/07/2026 (AMC)-5.33%-3.87%-1.39%-8.32%$10.47B5.8824
Zeta Global Holdings Corp.ZETA
04/30/2026 (AMC)04/30/2026 (AMC)6.36%4.44%1.99%-1.69%$4.80B5.8824
Adeia Inc.ADEA
05/04/202605/04/202612.14%-15.68%62.90%-5.05%$3.02B5.8824
LiveRamp Holdings, Inc.RAMP
05/17/202605/17/20263.52%27.34%27.79%-0.24%$2.40B5.8824
Magnite, Inc.MGNI
05/06/2026 (AMC)05/06/2026 (AMC)13.78%2.94%-1.69%-4.36%$1.92B5.8824
Integral Ad Science Holding Corp.IAS
11/04/20250.00%1.08%$1.74B5.8824
DoubleVerify Holdings, Inc.DV
05/06/2026 (AMC)05/06/2026 (AMC)10.60%-5.32%5.79%-12.90%$1.50B5.8824
Taboola.com Ltd.TBLA
05/06/202605/06/20267.46%36.75%49.84%-2.69%$1.37B5.8824
Viant Technology Inc.DSP
05/11/2026 (AMC)05/11/2026 (AMC)11.09%-10.30%-14.04%1.30%$687.2M5.8824
MNTN Inc.MNTN
05/05/2026 (AMC)05/05/2026 (AMC)34.69%-17.11%3.74%-8.04%$605.4M5.8824
PubMatic, Inc.PUBM
05/07/202605/07/202614.57%5.92%26.42%-6.33%$469.7M5.8824
Tremor International LtdTRMR
03/07/2023-7.62%-21.94%$181.4M5.8824
Cardlytics, Inc.CDLX
05/07/202605/07/2026-13.33%-19.50%0.26%-6.87%$34.9M5.8824
comScore, Inc.SCOR
05/14/202605/14/2026-4.18%-7.13%-1.45%-1.08%$32.5M5.8824
Optica Rare Earths & Critical Materials ETFCRIT
$169,5455.8824
Average4.87%0.90%11.80%-4.51%$12.53B5.8824
Median6.91%-0.47%2.87%-4.38%$1.50B5.8824
Std Dev11.95%15.54%21.92%3.64%$38.49B0.0%
Min-14.50%-19.50%-21.94%-12.90%$169,5455.8824
Max34.69%36.75%62.90%1.30%$165.41B5.8824
% Positive Tickers62.50%50.00%68.75%7.14%

* 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%.

← All themes