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Political Spend '26: Ad Agencies & Polling
5 tickers · $48.18B total market cap
Group: Political Spend
The Political Spend '26 theme is compellingly bullish, driven by a significant political "super cycle" encompassing the 2026 midterms and 2028 presidential election, leading to record ad spending projections. Ad agencies and polling firms are poised for substantial revenue growth, though regulatory scrutiny and evolving digital ad landscapes present risks.
Political Spend '26: Ad Agencies & Polling tracks 5 publicly listed stocks in this theme: IPS.PA, OMC, PUB.PA, STGW, WPP.LSE. See the constituent table for details.
Thesis update: 2026-03-12
Constituents
Build 20260519T212339
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Publicis Groupe S.A.PUB.PA | 02/03/2026 (BMO) | — | -11.21% | — | 7.81% | — | $23.90B | 20.0000 |
Omnicom Group Inc.OMC | 04/28/2026 (BMO) | 04/28/2026 (BMO) | 19.06% | 0.24% | -6.09% | -5.72% | $20.85B | 20.0000 |
Ipsos S.A.IPS.PA | 02/25/2026 (AMC) | — | 5.02% | — | 1.57% | — | $1.81B | 20.0000 |
Stagwell Inc.STGW | 04/30/2026 (BMO) | 04/30/2026 (BMO) | 18.89% | -4.93% | 7.38% | -1.10% | $1.59B | 20.0000 |
WPP plcWPP.LSE | 02/26/2026 (BMO) | — | 0.40% | — | 0.95% | — | $39.8M | 20.0000 |
| Average | 6.43% | -2.35% | 2.33% | -3.41% | $9.64B | 20.0000 | ||
| Median | 5.02% | -2.35% | 1.57% | -3.41% | $1.81B | 20.0000 | ||
| Std Dev | 11.53% | 2.58% | 5.08% | 2.31% | $10.46B | 0.0% | ||
| Min | -11.21% | -4.93% | -6.09% | -5.72% | $39.8M | 20.0000 | ||
| Max | 19.06% | 0.24% | 7.81% | -1.10% | $23.90B | 20.0000 | ||
| % Positive Tickers | 80.00% | 50.00% | 80.00% | 0.00% |
* 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%.