TTD-65.28%13.0%
APP-54.62%12.0%
PUB.PA+14.79%9.0%
ZETA+42.85%9.0%
DV+16.35%7.0%
MGNI+44.79%7.0%
ROKU+45.17%6.0%
CRTO-15.38%5.0%
IAS0.00%5.0%
DSP+3.41%4.0%
PUBM+85.01%4.0%
RAMP+27.95%4.0%
IBTA+65.90%3.0%
NEXN+57.19%3.0%
OMC+8.41%3.0%
PERI+2.40%2.0%
TBLA-19.09%2.0%
WPP.LSE+15.71%2.0%
As of Aug 24, 2026, 4:53 AM ET
Data Owners '25: Ad-Tech, Measurement & Identity Graphs Constituents
The Trade Desk, Inc.TTD | 13.0% | -1.05% | -2.80% | -23.77% | -26.94% | -65.28% | -44.67% | -76.59% | -87.45% | -83.40% | -75.23% | $6.20B |
AppLovin CorporationAPP | 12.0% | -0.97% | -4.05% | -21.99% | -22.77% | -54.62% | -29.67% | 5.30% | 238.99% | 327.29% | -30.77% | $102.72B |
Publicis Groupe S.A.PUB.PA | 9.0% | 0.49% | 4.82% | 18.92% | 11.95% | 14.79% | 34.25% | 29.90% | 14.81% | 123.12% | 26.45% | $29.94B |
Zeta Global Holdings Corp.ZETA | 9.0% | 4.38% | -0.27% | 51.96% | 34.58% | 42.85% | 71.50% | 99.93% | 16.33% | 365.12% | 48.70% | $7.27B |
DoubleVerify Holdings, Inc.DV | 7.0% | 0.00% | 0.45% | 26.04% | 18.31% | 16.35% | 26.28% | -0.60% | -31.81% | -57.96% | -17.59% | $2.04B |
Magnite, Inc.MGNI | 7.0% | 0.64% | -3.29% | 26.96% | 21.76% | 44.79% | 72.54% | 104.17% | 65.96% | -11.85% | -2.73% | $3.37B |
Roku, Inc.ROKU | 6.0% | 0.24% | 4.36% | 10.93% | 8.61% | 45.17% | 60.03% | 120.51% | 127.77% | -56.01% | 67.15% | $23.36B |
Criteo S.A.CRTO | 5.0% | -0.26% | 1.04% | -14.68% | -20.07% | -15.38% | -2.41% | -51.08% | -64.62% | -53.39% | -27.90% | $876.3M |
Integral Ad Science Holding Corp.IAS | 5.0% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 28.45% | -11.47% | -47.83% | 11.78% | $1.74B |
LiveRamp Holdings, Inc.RAMP | 4.0% | -0.19% | -0.48% | -0.24% | -0.77% | 27.95% | 38.31% | 41.23% | 50.14% | -16.36% | 34.65% | $2.28B |
PubMatic, Inc.PUBM | 4.0% | 0.12% | -7.03% | 31.07% | 30.24% | 85.01% | 102.59% | 74.20% | 2.88% | -40.28% | 80.93% | $766.4M |
Viant Technology Inc.DSP | 4.0% | 0.32% | -5.61% | 16.36% | 5.78% | 3.41% | 22.90% | -8.72% | 12.26% | -13.54% | 21.11% | $817.0M |
Ibotta, Inc.IBTA | 3.0% | 3.37% | 2.58% | 43.66% | 57.13% | 65.90% | 51.02% | -15.45% | -34.74% | -57.15% | 37.83% | $958.2M |
Nexxen International Ltd.NEXN | 3.0% | 5.54% | -1.91% | 4.68% | 0.00% | 57.19% | 59.63% | 15.51% | 28.66% | -52.71% | 1.08% | $572.8M |
Omnicom Group Inc.OMC | 3.0% | 0.54% | 1.85% | 9.89% | 11.23% | 8.41% | 2.64% | 13.45% | -6.36% | 41.14% | 11.97% | $24.02B |
Perion Network Ltd.PERI | 2.0% | 3.26% | 1.76% | 5.26% | 2.83% | 2.40% | 14.74% | 15.55% | 13.81% | -48.69% | 4.70% | $405.2M |
Taboola.com Ltd.TBLA | 2.0% | 1.36% | -9.47% | -22.61% | -25.55% | -19.09% | 17.67% | 21.50% | 10.36% | -52.78% | 9.71% | $1.02B |
WPP plcWPP.LSE | 2.0% | -0.28% | -3.22% | 39.91% | 30.66% | 15.71% | 41.86% | -25.52% | -39.56% | -50.65% | -0.87% | $5.70B |
| Theme return | — | 0.61% | -0.99% | 2.97% | 3.32% | 0.45% | 20.13% | 19.07% | 21.69% | 58.19% | 4.56% | — |
| Average | 5.6% | 0.97% | -1.18% | 11.24% | 7.61% | 15.31% | 29.96% | 21.76% | 17.00% | 11.89% | 11.17% | $11.89B |
| Median | 4.5% | 0.28% | -0.37% | 10.41% | 7.20% | 15.25% | 30.27% | 15.53% | 11.31% | -48.26% | 10.75% | $2.16B |
| Std Dev | 3.3% | 1.83% | 3.74% | 22.31% | 22.07% | 37.97% | 36.16% | 50.74% | 71.74% | 126.78% | 35.80% | $23.78B |
| Min | 2.0% | -1.05% | -9.47% | -23.77% | -26.94% | -65.28% | -44.67% | -76.59% | -87.45% | -83.40% | -75.23% | $405.2M |
| Max | 13.0% | 5.54% | 4.82% | 51.96% | 57.13% | 85.01% | 102.59% | 120.51% | 238.99% | 365.12% | 80.93% | $102.72B |
| % Positive Tickers | 61.11% | 38.89% | 66.67% | 61.11% | 72.22% | 77.78% | 66.67% | 61.11% | 22.22% | 66.67% |
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About this theme
Data Owners '25: Ad-Tech, Measurement & Identity Graphs tracks 18 publicly listed stocks in this theme. Sample tickers: TTD, APP, PUB.PA, ZETA, DV, MGNI, ROKU, CRTO, IAS, DSP, PUBM, RAMP, and 6 more. Use the table below for the full list.