The Trade Desk (TTD) stock vs the S&P 500 and cloud stocks
As of 2 October 2026, The Trade Desk (TTD) is among the weakest stocks we track. It is well behind the S&P 500 and behind cloud stocks as a group (SKYY) over the past three months.
Where The Trade Desk stands now
As of 2 October 2026, The Trade Desk is behind the S&P 500 on every window Zensei tracks, from one month to one year. The market has preferred other stocks for some time.
Inside its group, TTD lags: it is behind cloud stocks (SKYY) over both the past month and three months. As a group, cloud stocks are among the strongest groups in the market right now. The group is doing the work here; the stock is not keeping up with it.
The Trade Desk is 0.5% of SKYY, so the fund's direction owes little to it. It sits in 4 of the sector and theme funds Zensei tracks. The thing to watch is the past month: stocks this far behind only become interesting once the recent window turns.
TTD vs the S&P 500: returns
The Trade Desk and the S&P 500 (SPY) side by side, over each window Zensei tracks.
Prices as of · computed from daily adjusted closes · how we measure
TTD against cloud stocks, in depth
See the size of the gap between The Trade Desk and cloud stocks (SKYY) over every window, its momentum and its relative strength, and where it sits among cloud stocks.
See the full analysisWhich ETFs hold The Trade Desk?
4 funds that Zensei tracks hold TTD, by weight. The fund with the largest weight is its sector on this page.
The Trade Desk competitors
The largest other holdings of First Trust Cloud Computing ETF (SKYY), with their return over the past month.
The Trade Desk stock: common questions
Is The Trade Desk stock beating the S&P 500?
As of 2 October 2026, The Trade Desk (TTD) is down 13.3% over the past month. The S&P 500 is up 1.3% over the same month. Over three months, the stock is down 37.4% and the S&P 500 is up 3.6%.
Which ETFs hold The Trade Desk?
As of 2 October 2026, 4 funds that Zensei tracks hold TTD. Its largest weight is in First Trust Cloud Computing ETF (SKYY), at 0.5%. It is also in VanEck Social Sentiment ETF (BUZZ, 0.6%), EA Series Trust Next Generation Media ETF (GGME, 0.3%), SPDR Portfolio S&P 600 Small Cap ETF (SPSM, 0.3%).
Who are The Trade Desk's competitors?
As of 2 October 2026, the largest other holdings of First Trust Cloud Computing ETF (SKYY) are Everpure Inc (P), Digitalocean Holdings Inc (DOCN), Arista Networks Inc (ANET), Nutanix Inc (NTNX), Alphabet (GOOGL). These are the stocks The Trade Desk sits next to among cloud stocks.
Is The Trade Desk doing better than other cloud stocks?
As of 2 October 2026, The Trade Desk (TTD) is behind cloud stocks as a group (SKYY) over the past three months. Zensei Edge shows the size of the gap, its momentum and its relative strength.
Track The Trade Desk against cloud stocks and the market
Zensei Edge maps 100+ sectors and themes against the S&P 500, with each stock inside them measured against its group.