Theme
Enterprise Software '24: Marketing, Advertising & Commerce Software☆
19 tickers$415.85B market cap
Group: Enterprise Software

APP-50.12%8.0%

SHOP-15.89%8.0%

TTD-68.04%8.0%

KVYO-52.18%7.0%

BRZE-23.03%6.0%

CRTO-20.43%6.0%

VTEX-22.80%6.0%

ZETA+43.36%6.0%

CMRC-36.58%5.0%

DV+4.77%5.0%

HUBS-57.37%5.0%

MGNI+4.50%5.0%

DOTD.LSE—4.0%

DSP+28.51%4.0%

LSPD-21.03%4.0%

PUBM+100.93%4.0%

RAMP+39.45%4.0%

CXM-28.42%3.0%

ADBE-32.04%2.0%
As of Sep 18, 2026, 9:54 PM ET
Enterprise Software '24: Marketing, Advertising & Commerce Software Constituents
AppLovin CorporationAPP | 8.0% | -4.21% | -0.64% | 0.89% | -0.56% | -53.99% | -28.70% | 6.75% | -50.12% | 150.13% | 323.45% | $103.49B |
Shopify Inc.SHOP | 8.0% | -0.23% | -4.60% | -12.72% | -8.50% | -20.52% | 5.97% | 27.11% | -15.89% | 70.83% | -13.54% | $166.75B |
The Trade Desk, Inc.TTD | 8.0% | -2.38% | 0.14% | 4.62% | 1.89% | -63.01% | -41.06% | -75.06% | -68.04% | -87.11% | -80.82% | $6.54B |
Klaviyo, Inc.KVYO | 7.0% | -2.84% | -10.29% | -9.88% | -22.24% | -50.57% | -7.81% | -48.84% | -52.18% | -54.19% | -52.93% | $4.61B |
Braze, Inc.BRZE | 6.0% | -2.01% | -17.75% | -14.39% | -23.95% | -27.30% | 31.28% | -31.32% | -23.03% | -30.18% | -73.84% | $2.75B |
Criteo S.A.CRTO | 6.0% | -1.18% | -1.01% | -1.79% | 0.86% | -14.80% | -1.73% | -50.74% | -20.43% | -60.57% | -52.15% | $839.1M |
VtexVTEX | 6.0% | -0.27% | 1.41% | 1.41% | -0.55% | -4.52% | 4.66% | -31.49% | -22.80% | -46.86% | -84.17% | $644.2M |
Zeta Global Holdings Corp.ZETA | 6.0% | -0.46% | -1.75% | 7.16% | -4.15% | 48.65% | 78.47% | 108.05% | 43.36% | 9.61% | 379.08% | $7.56B |
Commerce.com, Inc.CMRC | 5.0% | -2.35% | 31.05% | 62.08% | 42.16% | -18.57% | 20.68% | -34.60% | -36.58% | -35.09% | -35.09% | $274.8M |
DoubleVerify Holdings, Inc.DV | 5.0% | -0.07% | 0.30% | 0.90% | 0.22% | 17.05% | 27.04% | 0.00% | 4.77% | -22.15% | -63.87% | $2.07B |
HubSpot, Inc.HUBS | 5.0% | -5.76% | -9.01% | -3.31% | -12.89% | -45.49% | -17.30% | -63.11% | -57.37% | -57.10% | -68.98% | $11.07B |
Magnite, Inc.MGNI | 5.0% | -1.87% | 5.30% | 1.73% | 9.02% | 53.76% | 83.22% | 116.81% | 4.50% | 89.10% | -13.81% | $3.60B |
dotdigital Group PlcDOTD.LSE | 4.0% | — | — | 0.00% | — | — | — | — | — | -41.26% | -81.06% | $198.5M |
Lightspeed Commerce Inc.LSPD | 4.0% | -0.74% | -2.64% | -3.68% | -1.97% | -17.63% | 10.19% | 9.94% | -21.03% | -29.46% | -92.43% | $1.30B |
LiveRamp Holdings, Inc.RAMP | 4.0% | -0.61% | 0.36% | 1.19% | 0.15% | 28.96% | 39.40% | 42.33% | 39.45% | 47.34% | -21.39% | $2.29B |
PubMatic, Inc.PUBM | 4.0% | 1.27% | 6.57% | 0.00% | 6.70% | 95.72% | 114.32% | 84.29% | 100.93% | 20.37% | -36.92% | $819.6M |
Viant Technology Inc.DSP | 4.0% | 18.56% | -10.39% | -6.43% | -4.35% | 0.33% | 19.25% | -11.44% | 28.51% | 12.18% | -6.09% | $779.6M |
Sprinklr, Inc.CXM | 3.0% | -5.16% | 1.89% | -18.16% | -25.59% | -27.31% | -2.84% | -33.16% | -28.42% | -31.75% | -70.41% | $1.32B |
Adobe Inc.ADBE | 2.0% | -1.48% | -2.93% | -5.10% | -12.71% | -28.65% | -4.83% | -35.27% | -32.04% | -51.01% | -61.97% | $98.95B |
| Average | 5.3% | -0.65% | -0.78% | 0.24% | -3.14% | -7.10% | 18.35% | -1.10% | -11.47% | -7.75% | -10.89% | $21.89B |
| Median | 5.0% | -1.33% | -0.82% | 0.00% | -1.27% | -18.10% | 8.08% | -21.38% | -21.91% | -30.18% | -52.93% | $2.29B |
| Std Dev | 1.6% | 4.99% | 9.67% | 15.94% | 14.71% | 40.67% | 38.89% | 55.42% | 41.23% | 58.81% | 127.09% | $45.59B |
| Min | 2.0% | -5.76% | -17.75% | -18.16% | -25.59% | -63.01% | -41.06% | -75.06% | -68.04% | -87.11% | -92.43% | $198.5M |
| Max | 8.0% | 18.56% | 31.05% | 62.08% | 42.16% | 95.72% | 114.32% | 116.81% | 100.93% | 150.13% | 379.08% | $166.75B |
| % Positive Tickers | 11.11% | 44.44% | 42.11% | 38.89% | 33.33% | 61.11% | 38.89% | 33.33% | 36.84% | 10.53% |
About this theme
Enterprise Software '24: Marketing, Advertising & Commerce Software tracks 19 publicly listed stocks in this theme. Sample tickers: APP, SHOP, TTD, KVYO, BRZE, CRTO, VTEX, ZETA, CMRC, DV, HUBS, MGNI, and 7 more. Use the table below for the full list.