Media Stocks
Top 10 of 95 GGME holdings, updated
As of 12 October 2026, media stocks are beating the S&P 500, over the past month and over the longer run. GGME beats the S&P 500 by 0.6 points over one month and ranks #17 of 115 groups Zensei tracks. 16 of the 37 media stocks Zensei prices in GGME beat the fund this month.
Where media stocks stand now
As of 12 October 2026, Next Generation Media (GGME) ranks #17 of the 115 groups Zensei tracks by one-month return against the S&P 500. It sits in the Outperformers quadrant of the rotation map: it has narrowly beaten the S&P 500 by 0.6 points over the past month, on top of a 2.0-point advantage over the longer, time-shifted window.
On the shorter tape, GGME's momentum is mixed: the longer intraday trend is still positive, but the recent windows have gone flat. GGME's relative-strength line — its price ratio against the S&P 500 — is trading above its moving averages, the healthiest configuration we track. The longer trend remains healthier than the recent tape suggests — the kind of divergence worth rechecking in a week.
The exposure comes via EA Series Trust Next Generation Media ETF, whose 95 tracked holdings are led by Advanced Micro Devices Inc, Meta Platforms Inc and Nvidia Corp. Weighted by portfolio, the fund's holdings trade at roughly 28.4× earnings. The thing to watch from here is durability: outperformers that hold their one-month spread while the longer window keeps building tend to stay out front; a fading spread is the early exit signal.
Top media stocks right now
The largest media stocks by weight in GGME, and the strongest over the past month. Size and recent return are measurements, not recommendations.
Largest by fund weight
Share of GGME
- 1Advanced Micro Devices IncAMD9.9%
- 2Meta Platforms IncMETA8.6%
- 3Nvidia CorpNVDA8.4%
- 4Apple IncAAPL7.9%
- 5Netflix IncNFLX7.0%
Strongest this month
1-month return, holdings Zensei prices
- 1Xometry IncXMTR+25.4%
- 2Snap IncSNAP+15.1%
- 3Advanced Micro Devices IncAMD+15.1%
- 4Meta Platforms IncMETA+14.7%
- 5Sonos IncSONO+14.7%
Media Stocks vs the S&P 500
Over the week to 12 October 2026, GGME fell 0.4% while the S&P 500 rose 0.4%. GGME and SPY (the S&P 500) over every window Zensei tracks. The spread is the difference: positive means GGME won that window.
Prices as of · computed from daily adjusted closes · how we measure
Next Generation Media on the rotation map, against the 11 broad S&P 500 sectors. Vertical: 1-month spread vs the S&P 500. Horizontal: the longer, time-shifted window.
Are media stocks expensive?
The price-to-earnings ratio of GGME as a whole: the total price of its holdings over their total earnings, weighted by share of the fund. Holdings that lose money are left out.
GGME holdings: the media stocks inside
As of 12 October 2026, 16 of the 37 media stocks Zensei prices in GGME beat the fund over the past month. 18 of them beat the S&P 500. The strongest is Xometry Inc (XMTR); the weakest is n/a (SOUN). Inside the fund, one or two outliers drive most of the move.
| # | Holding | Weight | 1M | 3M | vs fund 1M | Momentum | RS health |
|---|---|---|---|---|---|---|---|
| 1 | AMDAdvanced Micro Devices Inc | 9.9% | +15.1% | +11.2% | +12.5 pts | Fading | Strong |
| 2 | METAMeta Platforms Inc | 8.6% | +14.7% | +13.2% | +12.1 pts | Weak | Strong |
| 3 | NVDANvidia Corp | 8.4% | +3.7% | +11.3% | +1.0 pts | Pulling back | Strong |
| 4 | AAPLApple Inc | 7.9% | +2.6% | +7.6% | |||
| 5 | NFLXNetflix Inc | 7.0% | −8.8% | −4.4% | |||
| 6 | NETCloudflare Inc | 4.8% | +14.4% | +30.1% | |||
| 7 | Mediatek Inc | 4.4% | — | — | No price data | ||
| 8 | QCOMQualcomm Inc | 4.3% | −4.1% | −4.7% | |||
| 9 | SPOTSpotify Technology SA | 4.3% | +0.6% | +10.2% | |||
| 10 | ADBEAdobe Inc | 4.0% | −5.6% | +3.3% | |||
All 95 GGME holdings by weight: Advanced Micro Devices Inc (AMD) 9.9%, Meta Platforms Inc (META) 8.6%, Nvidia Corp (NVDA) 8.4%, Apple Inc (AAPL) 7.9%, Netflix Inc (NFLX) 7.0%, Cloudflare Inc (NET) 4.8%, Mediatek Inc 4.4%, Qualcomm Inc (QCOM) 4.3%, Spotify Technology SA (SPOT) 4.3%, Adobe Inc (ADBE) 4.0%, Nintendo Co Ltd 3.4%, Autodesk Inc (ADSK) 2.9%, Netease Inc 2.2%, Take-Two Interactive Software Inc (TTWO) 2.2%, Roblox Corp (RBLX) 1.9%, Xiaomi Corp 1.6%, Lenovo Group Ltd 1.6%, Zoom Communications Inc (ZM) 1.5%, Aristocrat Leisure Ltd 1.5%, Reddit Inc (RDDT) 1.3%, Roku Inc (ROKU) 1.2%, Dassault Systemes SE 1.1%, Unity Software Inc (U) 1.0%, Logitech International SA 0.8%, Hexagon AB 0.8%, Konami Group Corp 0.8%, Pinterest Inc (PINS) 0.6%, Draftkings Inc (DKNG) 0.5%, Evolution AB 0.5%, Capcom Co Ltd 0.5%, Invesco Shrt-Trm Inv Gov&agcy Instl (AGPXX) 0.4%, Snap Inc (SNAP) 0.4%, n/a (BSY) 0.4%, Xometry Inc (XMTR) 0.3%, Cambricon Technologies Corp Ltd 0.3%, Figma Inc (FIG) 0.3%, Nexon Co Ltd 0.3%, The Trade Desk Inc (TTD) 0.3%, Cd Projekt Red SA 0.3%, Magnite Inc (MGNI) 0.2%, Krafton Inc 0.2%, Dolby Laboratories Inc (DLB) 0.2%, Life360 Inc (LIF) 0.2%, Sega Sammy Holdings Inc 0.2%, Square Enix Holdings Co Ltd 0.2%, Kingsoft Corp Ltd 0.2%, Ambarella Inc (AMBA) 0.2%, Sankyo Co Ltd 0.2%, Nemetschek SE 0.1%, Adeia Inc (ADEA) 0.1%, n/a (SOUN) 0.1%, Acer Inc 0.1%, Sinch AB 0.1%, Sonos Inc (SONO) 0.1%, Nc Corp 0.1%, Doubleverify Holdings Inc (DV) 0.1%, Tcl Electronics Holdings Ltd 0.1%, Joyy Inc (JOYY) 0.1%, China Ruyi Holdings Ltd 0.1%, Hacksaw AB (Publ) 0.1%, Trump Media & Technology Group Corp (DJT) 0.1%, Beijing 51world Digital Twin Technology Co Ltd 0.1%, Peloton Interactive Inc (PTON) 0.1%, Sportradar Group AG (SRAD) 0.1%, Koei Tecmo Holdings Co Ltd 0.1%, Modern Times Group Mtg AB 0.1%, Playtech PLC 0.1%, Rum Group Inc (RUM) 0.1%, Vobile Group Ltd 0.1%, Xd Inc 0.1%, Htc Corp 0.1%, Embracer Group AB 0.1%, Netease Cloud Music Inc 0.1%, Zhejiang Century Huatong Group Co Ltd 0.1%, Pearlabyss Corp 0.1%, Beijing Kingsoft Office Software Inc 0.1%, Wacom Co Ltd 0.0%, Gungho Online Entertainment Inc 0.0%, Dena Co Ltd 0.0%, Netmarble Corp 0.0%, Goertek Inc 0.0%, Weibo Corp 0.0%, Mixi Inc 0.0%, Pexip Holding ASA 0.0%, Newborn Town Inc 0.0%, Merry Electronics Co Ltd 0.0%, Hello Group Inc (MOMO) 0.0%, Ubisoft Entertainment 0.0%, Shenzhen Transsion Holdings Co Ltd 0.0%, Anker Innovations Technology Co Ltd 0.0%, Ballys Intralot SA 0.0%, Iflytek Co Ltd 0.0%, Goke Microelectronics Co Ltd 0.0%, Addnode Group AB 0.0%, Catapult Sports Ltd 0.0%.
Media Stocks: common questions
What are the top 3 media stocks?
As of 12 October 2026, the three largest media stocks in GGME by fund weight are Advanced Micro Devices Inc (AMD) (9.9%), Meta Platforms Inc (META) (8.6%) and Nvidia Corp (NVDA) (8.4%). Fund weight shows size inside the fund, not a recommendation.
Which media stocks are beating the sector?
As of 12 October 2026, 16 of the 37 media stocks Zensei prices in GGME beat the fund over the past month. The strongest over the past month is Xometry Inc (XMTR). The list above shows every holding with its weight and returns.
Are media stocks outperforming the S&P 500?
Yes. As of 12 October 2026, GGME has beaten the S&P 500 by 0.6 points over the past month.
Is it a good time to invest in media stocks?
Zensei does not give investment advice, but it measures the trend. As of 12 October 2026, media stocks are ahead of the S&P 500 on both the recent and the longer window. The rotation map and the read on this page show whether that trend is building or fading.
What is GGME?
GGME is EA Series Trust Next Generation Media ETF. Zensei uses it to measure media stocks against the S&P 500 (SPY).
What stocks does GGME own?
As of 12 October 2026, the largest of the 95 positions Zensei tracks in GGME are Advanced Micro Devices Inc, Meta Platforms Inc, Nvidia Corp, Apple Inc, Netflix Inc. Each position measured against the fund, with momentum and relative strength, is part of Zensei Premium.
What quadrant is next generation media in right now?
As of 12 October 2026, next generation media is in the Outperformers quadrant — outperforming the S&P 500 on both the recent and the longer, time-shifted window. The Zensei methodology page explains the quadrants.
Recent changes
- ·Among the strongest → beating the market
- ·Beating the market → among the strongest
- ·First tracked: beating the market
Related sectors
Track next generation media against the whole market
Zensei Edge maps 100+ sectors and themes against the S&P 500 — with the stocks inside each one, rotation history and alerts when leadership changes hands.