Theme
Enterprise Software '24: Marketing, Advertising & Commerce Software☆
19 tickers$427.43B market cap
APP-60.78%8.0%
SHOP+1.12%8.0%
TTD-76.92%8.0%
KVYO-39.34%7.0%
BRZE-6.20%6.0%
CRTO-28.39%6.0%
VTEX-16.86%6.0%
ZETA+69.32%6.0%
CMRC-32.57%5.0%
DV+19.42%5.0%
HUBS-51.25%5.0%
MGNI+25.17%5.0%
DOTD.LSE-22.81%4.0%
DSP+53.58%4.0%
LSPD-17.37%4.0%
PUBM+123.73%4.0%
RAMP+40.36%4.0%
CXM-32.82%3.0%
ADBE-32.17%2.0%
As of Oct 2, 2026, 9:55 PM ET
Enterprise Software '24: Marketing, Advertising & Commerce Software Constituents
AppLovin CorporationAPP | 8.0% | -4.65% | -18.44% | -15.96% | -4.69% | -60.21% | -38.33% | -7.67% | -60.78% | 98.31% | 258.68% | $90.11B |
Shopify Inc.SHOP | 8.0% | 1.54% | 3.56% | 7.85% | 2.62% | -4.95% | 26.73% | 52.01% | 1.12% | 93.74% | 12.08% | $196.45B |
The Trade Desk, Inc.TTD | 8.0% | -1.32% | -10.89% | -19.28% | -2.93% | -69.06% | -50.69% | -79.14% | -76.92% | -89.28% | -83.03% | $5.62B |
Klaviyo, Inc.KVYO | 7.0% | -2.96% | -1.01% | -18.64% | -2.96% | -51.62% | -9.76% | -49.92% | -39.34% | -54.90% | -52.05% | $4.70B |
Braze, Inc.BRZE | 6.0% | -0.90% | 1.96% | -21.01% | 1.44% | -24.12% | 37.02% | -28.32% | -6.20% | -16.87% | -72.78% | $2.86B |
Criteo S.A.CRTO | 6.0% | -3.28% | -9.44% | -16.61% | 0.20% | -25.96% | -14.61% | -57.19% | -28.39% | -62.06% | -60.98% | $740.1M |
VtexVTEX | 6.0% | -1.35% | 0.55% | 1.39% | -1.35% | -2.93% | 6.41% | -30.34% | -16.86% | -48.95% | -82.49% | $645.9M |
Zeta Global Holdings Corp.ZETA | 6.0% | 0.71% | 7.90% | 6.80% | 0.34% | 59.75% | 91.80% | 123.59% | 69.32% | 9.20% | 428.85% | $8.16B |
Commerce.com, Inc.CMRC | 5.0% | 0.31% | -3.56% | 31.05% | 0.31% | -21.12% | 16.91% | -36.65% | -32.57% | -36.65% | -36.65% | $268.2M |
DoubleVerify Holdings, Inc.DV | 5.0% | 0.00% | 0.97% | 1.35% | 0.30% | 18.27% | 28.37% | 1.05% | 19.42% | -19.56% | -60.40% | $2.07B |
HubSpot, Inc.HUBS | 5.0% | -1.44% | -0.40% | -11.61% | -0.20% | -45.92% | -17.96% | -63.40% | -51.25% | -58.54% | -68.65% | $10.99B |
Magnite, Inc.MGNI | 5.0% | -2.79% | 1.55% | 1.23% | -1.00% | 55.18% | 84.91% | 118.81% | 25.17% | 102.21% | -13.08% | $3.54B |
dotdigital Group PlcDOTD.LSE | 4.0% | -2.25% | 5.69% | 0.54% | -2.25% | -22.97% | -11.63% | -20.91% | -22.81% | -38.26% | -77.46% | $209.6M |
Lightspeed Commerce Inc.LSPD | 4.0% | 1.45% | 1.46% | -6.34% | 0.72% | -19.29% | 7.97% | 7.73% | -17.37% | -38.97% | -90.00% | $1.35B |
LiveRamp Holdings, Inc.RAMP | 4.0% | -0.13% | 0.63% | -0.04% | 0.23% | 28.65% | 39.07% | 42.00% | 40.36% | 57.33% | -21.55% | $2.29B |
PubMatic, Inc.PUBM | 4.0% | -3.96% | 4.25% | 6.59% | -3.42% | 108.85% | 128.70% | 96.66% | 123.73% | 28.27% | -28.66% | $860.3M |
Viant Technology Inc.DSP | 4.0% | -3.81% | 0.23% | -1.91% | 1.14% | 6.89% | 27.05% | -5.65% | 53.58% | 12.09% | -2.78% | $803.2M |
Sprinklr, Inc.CXM | 3.0% | -0.38% | -3.35% | -25.18% | -0.38% | -33.16% | -10.65% | -38.53% | -32.82% | -27.48% | -70.62% | $1.28B |
Adobe Inc.ADBE | 2.0% | -1.49% | 0.07% | -14.78% | -1.18% | -31.88% | -9.14% | -38.20% | -32.17% | -52.82% | -58.84% | $94.48B |
| Theme return | — | -1.44% | -1.75% | -5.45% | -0.97% | -13.69% | 14.03% | -4.84% | -11.88% | -6.04% | 3.38% | — |
| Average | 5.3% | -1.41% | -0.96% | -4.98% | -0.69% | -7.14% | 17.48% | -0.74% | -4.46% | -7.53% | -9.49% | $22.50B |
| Median | 5.0% | -1.35% | 0.55% | -1.91% | -0.20% | -21.12% | 7.97% | -20.91% | -17.37% | -27.48% | -58.84% | $2.29B |
| Std Dev | 1.6% | 1.79% | 6.03% | 13.32% | 1.82% | 43.90% | 44.09% | 58.86% | 48.21% | 56.82% | 127.40% | $49.36B |
| Min | 2.0% | -4.65% | -18.44% | -25.18% | -4.69% | -69.06% | -50.69% | -79.14% | -76.92% | -89.28% | -90.00% | $209.6M |
| Max | 8.0% | 1.54% | 7.90% | 31.05% | 2.62% | 108.85% | 128.70% | 123.59% | 123.73% | 102.21% | 428.85% | $196.45B |
| % Positive Tickers | 21.05% | 63.16% | 42.11% | 47.37% | 31.58% | 57.89% | 36.84% | 36.84% | 36.84% | 15.79% |
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