This antitrust case represents the biggest challenge to Big Tech dominance in decades. The outcome could fundamentally reshape how digital advertising works and who controls it.
If Google's monopoly is broken, billions in advertising revenue could shift to competitors. These companies are positioned to capture that opportunity with established platforms and eager advertisers.
Access to Google's search data would be a game-changer for these firms, potentially accelerating their product development and helping them compete on a more level playing field.
This basket's total market capitalisation is $NaN and is heavily concentrated in a few very large-cap constituents that anchor its profile. The top two constituents represent roughly 82% of the total, signalling notable concentration that can affect diversification.
TTD: $17.16B
PUBM: $353.22M
MGNI: $2.07B
Google's antitrust appeal creates a rare opportunity to invest in companies that could benefit from a more competitive digital advertising landscape. If the ruling is upheld, these firms may gain access to valuable search data and capture market share previously dominated by Google's ecosystem.
This collection focuses on ad-tech platforms, alternative search providers, and digital marketing companies that operate outside Google's control. These are established businesses with proven models that could see accelerated growth in a less centralised market environment.
Each company was selected for its positioning to leverage newly available data or capture advertising revenue in a more open market. From independent ad-buying platforms to SEO tools, these firms represent tactical opportunities in an event-driven investment scenario.
Google is appealing a landmark antitrust ruling that declared its search business a monopoly and ordered it to share data with rivals. This legal challenge puts a spotlight on the companies poised to benefit from a more competitive digital advertising and search landscape should the appeal fail.
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.
Published on January 18
Disney is suing the FCC to block an early license review of its ABC stations, arguing the move is politically motivated retaliation against its news coverage. This unprecedented legal battle highlights the growing regulatory risks for traditional broadcasters and underscores the structural advantages of unregulated digital streaming platforms.
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.
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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
$13.16
As an independent ad-buying platform, The Trade Desk would benefit from a less centralised digital advertising market, offering advertisers an alterna...
As an independent ad-buying platform, The Trade Desk would benefit from a less centralised digital advertising market, offering advertisers an alternative to Google's ecosystem.
PUBMATIC INC
PUBM
Current Price
$16.49
PubMatic is a sell-side advertising platform that helps publishers sell their ad inventory, which would see increased demand in a more competitive mar...
PubMatic is a sell-side advertising platform that helps publishers sell their ad inventory, which would see increased demand in a more competitive market not dominated by Google.
MAGNITE INC
MGNI
Current Price
$24.03
As the largest independent sell-side advertising platform, Magnite is well-positioned to gain from a digital ad landscape with more competition and le...
As the largest independent sell-side advertising platform, Magnite is well-positioned to gain from a digital ad landscape with more competition and less reliance on Google.
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On average, analysts expect assets in this group to grow 51.78% over the next year.
10 of 14 assets in this group are rated Buy by professional analysts.
Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitiv Ltd.
If you invested across these assets:
In 12 months it might be worth:
+51.78%
