themes / advertising-attention · horizon 2-7 years · 16 companies
Advertising & Attention Platforms
Ad dollars follow attention and AI-driven targeting.
Trend vs pricing
Trend (reality)
49
company trend 57 · related-ETF flow 26 · growth 53
Market pricing
46
Expectations gap+4
Human needs
entertainmentconnection
Related ETFs
XLC
Constraint chain
Trend → Constraint → Required solution
No constraint chain defined for this theme.
Attention
27
blend of per-source scores · breadth 0
Per-source scores
Wikipedia 27App Store —YouTube —
Rising queries
tiktok shoptiktok screentime to cashtiktok story viewertiktok coinstiktok downloader freetiktok live studiotiktok viewertiktok studiotiktok logininstagram logininstagram fontsinstagram story watcher
Wikipedia · 6 articles
7d avg pageviews41163
vs 28d-5.5%
vs 1y-30.6%
z vs own history-1.52
Meta PlatformsTikTokRedditInstagramThreads (social network)Bluesky
Apps · GitHub · YouTube
TikTok#4
Threads#6
WhatsApp#23
X#25
Facebook#28
Instagram#32
Pinterest#43
Reddit#46
Snapchat#60
Blueskynot in top-100
GitHub repos—
YouTube videos / day2.8
Measured over50 videos · 433.9 h
YouTube vs 28d— (12 of 21 days of history)
Newest YouTube uploads for this theme
- · Si Te Sabes El Tiktok Baila! 2026
- · sham nagin ban jaye #tiktok #new#trending #shorts #video 😘😘❤️🥰🥰
- · #2026 #brainrot #tiktokban
- · Tại Sao Bảo Tàng Louvre Cấm Dùng Đèn Flash Với Bức Tranh Mona Lisa?
- · TikTokは「ポテチ食べます」で即BAN!? #shorts #kson #切り抜き
Member companies
Sorted by effective exposure (weight × order decay)
| Ticker | Name | Weight | Order | Reality | Pricing | Gap | Growth | Quality | Value |
|---|---|---|---|---|---|---|---|---|---|
| TTD | The Trade Desk | 90% | 1 | 53 | 2 | +51 | 40 | 87 | 97 |
| RDDT | 80% | 1 | 63 | 55 | +8 | 58 | 82 | 22 | |
| META | Meta Platforms | 70% | 1 | 57 | 68 | -11 | 54 | 68 | 39 |
| GOOGL | Alphabet | 60% | 1 | 66 | 68 | -2 | 67 | 61 | 33 |
| OMC | Omnicom Group | 60% | 1 | 61 | 51 | +10 | 74 | 39 | 51 |
| APP | AppLovin | 50% | 1 | 88 | 17 | +71 | 86 | 86 | 69 |
| FOX | Fox Corporation (Class B) | 40% | 1 | 44 | 40 | +4 | 36 | 49 | 80 |
| FOXA | Fox Corporation (Class A) | 40% | 1 | 44 | 43 | +1 | 36 | 49 | 74 |
| NWS | News Corp (Class B) | 40% | 1 | 46 | 58 | -12 | 38 | 46 | 53 |
| NWSA | News Corp (Class A) | 40% | 1 | 46 | 57 | -11 | 38 | 46 | 60 |
| GOOG | Alphabet Inc. (Class C) | 30% | 1 | 66 | 65 | +1 | 67 | 61 | 38 |
| WBD | Warner Bros. Discovery | 20% | 2 | 8 | 83 | -75 | 6 | 10 | 23 |
| CMCSA | Comcast | 15% | 2 | 27 | 11 | +16 | 19 | 48 | 96 |
| TKO | TKO Group Holdings | 20% | 3 | 53 | 48 | +5 | 60 | 65 | 46 |
| NFLX | Netflix | 10% | 2 | 57 | 42 | +15 | 58 | 71 | 39 |
| AMZN | Amazon | 10% | 2 | 55 | 65 | -10 | 59 | 42 | 41 |