MORN-23.00%18.0%
FDS-29.06%16.0%
LSEG.LSE-13.27%14.0%
MCO-6.47%13.0%
SPGI-22.31%13.0%
MSCI+4.30%12.0%
MKTW+18.85%6.0%
VALU-5.80%5.0%
AREN-78.24%3.0%
As of Aug 6, 2026, 4:25 AM ET
Brokerages & Exchanges '26: Financial Research Constituents
Morningstar, Inc.MORN | 18.0% | -0.46% | 15.48% | 20.16% | 3.51% | -8.06% | 8.84% | -33.48% | -23.00% | $7.58B |
FactSet Research Systems Inc.FDS | 16.0% | 1.29% | 9.31% | 10.24% | 5.63% | -4.19% | 28.24% | -38.45% | -29.06% | $9.89B |
London Stock Exchange Group plcLSEG.LSE | 14.0% | 1.51% | -0.51% | -1.52% | 2.81% | -3.49% | -2.59% | -22.90% | -13.27% | $56.51B |
Moody's CorporationMCO | 13.0% | 0.06% | 2.65% | -2.97% | 1.17% | -5.26% | 1.56% | 2.78% | -6.47% | $83.83B |
S&P Global Inc.SPGI | 13.0% | -0.61% | -3.84% | -8.32% | -0.46% | -16.68% | -1.69% | -14.81% | -22.31% | $120.88B |
MSCI Inc.MSCI | 12.0% | 0.07% | 3.83% | -6.87% | -0.06% | -0.32% | 0.01% | -0.71% | 4.30% | $41.63B |
MarketWise, Inc.MKTW | 6.0% | -0.33% | 5.97% | 13.18% | 7.26% | 48.99% | 59.62% | 131.34% | 18.85% | $55.8M |
Value Line, Inc.VALU | 5.0% | -0.09% | -7.63% | -6.60% | 3.07% | -6.60% | -3.14% | -8.12% | -5.80% | $330.8M |
The Arena Group Holdings, Inc.AREN | 3.0% | -3.82% | 84.15% | 75.58% | 25.83% | -62.25% | -47.75% | -19.68% | -78.24% | $71.9M |
| Theme return | — | 0.13% | 4.62% | 5.75% | 3.19% | -3.45% | 8.68% | -9.12% | -13.38% | — |
| Average | 11.1% | -0.26% | 12.16% | 10.32% | 5.42% | -6.43% | 4.79% | -0.45% | -17.22% | $35.64B |
| Median | 13.0% | -0.09% | 3.83% | -1.52% | 3.07% | -5.26% | 0.01% | -14.81% | -13.27% | $9.89B |
| Std Dev | 4.9% | 1.44% | 26.26% | 24.97% | 7.59% | 26.56% | 26.93% | 48.37% | 25.71% | $41.21B |
| Min | 3.0% | -3.82% | -7.63% | -8.32% | -0.46% | -62.25% | -47.75% | -38.45% | -78.24% | $55.8M |
| Max | 18.0% | 1.51% | 84.15% | 75.58% | 25.83% | 48.99% | 59.62% | 131.34% | 18.85% | $120.88B |
| % Positive Tickers | 44.44% | 66.67% | 44.44% | 77.78% | 11.11% | 55.56% | 22.22% | 22.22% |
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About this theme
Brokerages & Exchanges '26: Financial Research tracks 9 publicly listed stocks in this theme: AREN, FDS, LSEG.LSE, MCO, MKTW, MORN, MSCI, SPGI, VALU. See the constituent table for details.