This carefully selected group of stocks captures companies revolutionizing digital advertising with artificial intelligence. Our professional analysts have identified businesses across ad-tech and cloud infrastructure that are uniquely positioned to benefit as AI transforms how digital ads are created, targeted, and delivered.
Published on July 20
Digital advertising is being completely transformed by artificial intelligence, creating massive growth potential for companies developing and implementing this technology. This shift is still in its early stages.
Wall Street analysts are increasingly optimistic about companies in this space, with positive revisions for sector leaders like Alphabet signaling strong tailwinds that could benefit the entire ecosystem.
Rather than betting on a single winner, this group covers multiple parts of the AI advertising ecosystem—from data analytics and ad platforms to the critical infrastructure powering it all.
AI is fundamentally changing digital advertising by making it smarter, more efficient, and more personalized. These companies are strategically positioned across the entire ecosystem—from platforms that optimize ad bidding in real-time to cloud providers delivering the computational power behind advanced advertising algorithms.
This theme represents a structural shift in how digital advertising works. Companies in this group are leveraging artificial intelligence to better monetize data, improve targeting precision, and increase campaign effectiveness—potentially benefiting from increased corporate spending on marketing technology.
We've handpicked companies positioned at critical points in the AI-advertising value chain, from content creation and audience targeting to infrastructure and data processing. This selection aims to capture growth from the increasing integration of AI across digital marketing platforms.
This basket's total market cap is $3.62T and it is heavily concentrated in a single very large-cap holding that anchors overall value.
GOOGL: $3.03T
TTD: $26.36B
APP: $186.93B
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.
+5
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.
THE TRADE DESK INC
TTD
Current Price
$13.68
As a bellwether for the technology sector, Alphabet's performance serves as a key indicator of the digital advertising market's health and broader cor...
As a bellwether for the technology sector, Alphabet's performance serves as a key indicator of the digital advertising market's health and broader corporate tech spending.
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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:
+67.85%
On average, analysts expect assets in this group to grow 67.85% over the next year.
12 of 15 assets in this group are rated Buy by professional analysts.
