Theme

Data Owners '25: Consumer Purchase Data

18 tickers$5.08T market cap
10D rank#453of 1,032 themes#14of 18 in Data Owners
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As of Aug 24, 2026, 4:53 AM ET

Data Owners '25: Consumer Purchase Data Constituents

NIQ Global Intelligence PlcNIQ
10.0%3.47%13.27%74.70%68.13%13.89%40.89%-1.21%-1.21%-1.21%7.13%$5.54B
Walmart Inc.WMT
10.0%0.10%-8.44%-5.27%-6.74%-9.32%-18.95%15.53%37.29%116.66%7.09%$825.25B
Amazon.com, Inc.AMZN
9.0%-0.57%-5.01%11.43%-4.77%12.05%23.16%31.95%46.09%58.38%13.02%$2.78T
Maplebear Inc.CART
7.0%-2.43%0.89%18.05%11.73%10.78%32.84%23.04%39.97%66.10%14.90%$11.71B
Shopify Inc.SHOP
7.0%1.41%-2.20%31.21%27.40%-7.28%23.62%48.29%96.02%0.75%5.02%$193.67B
The Kroger Co.KR
7.0%2.81%3.64%1.81%0.28%-7.33%-15.15%-13.93%12.61%59.58%-16.76%$35.47B
Costco Wholesale CorporationCOST
6.0%1.52%0.36%1.36%-0.44%9.90%-6.24%-1.80%8.06%117.97%-1.13%$420.30B
MercadoLibre, Inc.MELI
6.0%0.04%-0.89%6.73%2.38%-4.54%9.40%-0.58%-3.88%6.23%-20.90%$97.48B
eBay Inc.EBAY
5.0%-0.46%-1.77%-4.81%-8.67%19.95%14.99%56.62%81.75%54.79%6.00%$46.23B
Target CorporationTGT
5.0%4.53%9.46%20.94%14.49%72.56%46.75%65.13%11.95%-24.02%72.14%$75.14B
YouGov plcYOU.LSE
5.0%0.91%3.68%13.35%5.45%5.22%28.70%-4.38%-43.22%-78.29%-21.00%$427.6M
Alibaba Group Holding LimitedBABA
4.0%-8.59%-6.67%6.40%-2.40%-18.60%-17.20%-8.07%39.73%-24.28%-2.94%$286.04B
PDD Holdings Inc.PDD
4.0%-1.27%-2.34%6.92%-0.20%-22.06%-14.80%-25.77%-36.81%9.00%-30.47%$125.80B
Sea LimitedSE
4.0%0.25%-10.63%17.53%10.11%-7.87%8.37%-12.67%41.30%-62.72%-36.65%$70.56B
BJ's Wholesale Club Holdings, Inc.BJ
3.0%5.61%2.62%3.74%-1.39%7.10%-2.40%-16.13%16.49%75.63%-0.71%$12.31B
Dollar General CorporationDG
3.0%2.35%2.78%5.27%-2.87%-5.73%-20.23%41.21%4.59%-42.81%12.03%$27.22B
JD.com, Inc.JD
3.0%-0.14%-7.99%-2.72%-11.03%2.33%10.70%-26.46%9.47%-52.25%-7.87%$41.23B
Dollar Tree, Inc.DLTR
2.0%2.36%2.67%9.16%3.36%6.89%3.95%69.50%35.55%27.02%16.03%$25.27B
Theme return0.67%-0.08%11.99%8.78%9.37%13.25%22.12%36.73%59.22%8.50%
Average5.6%0.66%-0.36%11.99%5.82%4.33%8.24%13.35%21.99%17.03%0.83%$282.32B
Median5.0%0.58%-0.26%6.83%0.04%3.78%8.89%-0.89%14.55%7.62%2.15%$58.40B
Std Dev2.3%3.00%5.98%17.75%17.57%19.93%20.68%30.70%34.04%57.25%23.15%$637.93B
Min2.0%-8.59%-10.63%-5.27%-11.03%-22.06%-20.23%-26.46%-43.22%-78.29%-36.65%$427.6M
Max10.0%5.61%13.27%74.70%68.13%72.56%46.75%69.50%96.02%117.97%72.14%$2.78T
% Positive Tickers66.67%50.00%83.33%50.00%55.56%61.11%44.44%77.78%61.11%50.00%

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About this theme

Data Owners '25: Consumer Purchase Data tracks 18 publicly listed stocks in this theme. Sample tickers: NIQ, WMT, AMZN, CART, KR, SHOP, COST, MELI, EBAY, TGT, YOU.LSE, BABA, and 6 more. Use the table below for the full list.

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