This carefully selected group of stocks represents companies at the forefront of advertising's technological transformation. Our professional analysts have identified businesses providing the essential AI, data, and cloud technologies that are becoming the backbone of modern advertising campaigns.
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Published on July 11
WPP's tech CEO appointment is just the beginning. The entire advertising industry is pivoting to AI, creating a massive opportunity for companies that provide the essential technology infrastructure.
Advertising giants are redirecting billions in spending toward AI and data technologies. These companies are positioned to capture that growing stream of revenue as the shift accelerates.
While traditional agencies get the spotlight, these tech companies power the intelligence that makes modern advertising work. They're the crucial backbone that enables targeted, efficient campaigns.
WPP's appointment of a tech-focused CEO signals a major industry shift toward AI adoption. As advertising giants redirect budgets toward technological advancement, companies providing the infrastructure for AI-powered campaigns are positioned for significant growth.
This theme focuses on technology providers rather than traditional ad agencies. These companies offer programmatic platforms, data management, AI analytics, and cloud infrastructure that are becoming essential as the advertising industry undergoes a digital transformation.
These companies were specifically selected as key enablers of advertising's technological shift. They provide the critical tools and platforms that agencies need to create more targeted, efficient, and measurable campaigns in an increasingly AI-driven landscape.
Aggregate market capitalisation and component breakdown for the 'Advertising's AI Revolution' basket.
GOOGL: $3.03T
ADBE: $149.67B
TTD: $26.36B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Part of Exinity Group 2015, serving over a million customers globally.
Earn 6% AER on uninvested cash with daily interest payments.
SK Hynix has unveiled a record-breaking 40 trillion won share buyback fueled by soaring demand for its AI memory chips. This historic capital return creates a compelling investment theme centered on high-bandwidth memory producers and the specialized equipment manufacturers that enable their advanced production.
Home Depot's recent earnings beat highlights consistent consumer spending on smaller household repair and maintenance projects. This ongoing trend presents promising opportunities for various home improvement retailers and building material suppliers.
BHP Group recently posted a massive earnings beat driven by record copper profitability, allowing the miner to raise its dividend to a four-year high. This performance highlights a structural shift toward electrification metals, creating opportunities for industrial equipment suppliers and competing copper producers.
Here are a few of the assets in this group. Create an account to unlock the full list.
ALPHABET INC
GOOGL
Current Price
$343.65
A dominant force in digital advertising, its cloud and AI platforms will be essential for advertising agencies looking to build and deploy advanced ma...
A dominant force in digital advertising, its cloud and AI platforms will be essential for advertising agencies looking to build and deploy advanced marketing solutions.
ADOBE INC
ADBE
Current Price
$273.27
Adobe's Experience Cloud and creative tools are integrating more AI features, making them indispensable for advertising agencies creating and managing...
Adobe's Experience Cloud and creative tools are integrating more AI features, making them indispensable for advertising agencies creating and managing digital campaigns.
THE TRADE DESK INC
TTD
Current Price
$13.68
As a leading independent demand-side platform, TTD will benefit directly as advertising agencies increase their spend on programmatic, data-driven ad ...
As a leading independent demand-side platform, TTD will benefit directly as advertising agencies increase their spend on programmatic, data-driven ad campaigns powered by AI.
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Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+57.42%
On average, analysts expect assets in this group to grow 57.42% over the next year.
10 of 15 assets in this group are rated Buy by professional analysts.
