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 AMD, Meta Platforms and NVIDIA. 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.
As of , these are the largest media stocks in GGME by fund weight, and the strongest over the past month. Size and recent return are measurements, not recommendations.
Top media stocks by fund weight
Ranked by largest share of GGME
- 1AMDAMD9.9%
- 2Meta PlatformsMETA8.6%
- 3NVIDIANVDA8.4%
- 4AppleAAPL7.9%
- 5NetflixNFLX7.0%
Best media stocks this month
Ranked by one-month return, among the holdings Zensei prices
- 1Xometry IncXMTR+25.4%
- 2SnapSNAP+15.1%
- 3AMDAMD+15.1%
- 4Meta PlatformsMETA+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%. The table compares 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. Compare with every sector and theme: P/E ratio by sector.
GGME holdings: the media stocks inside
This list covers all 95 media stocks in GGME, heaviest first; the 10 largest show their returns where Zensei has a price. 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 SoundHound AI (SOUN). Inside the fund, one or two outliers drive most of the move.
| # | Holding | Weight | 1M | 3M | vs fund 1M | Momentum | RS health |
|---|---|---|---|---|---|---|---|
| 1 | AMDAMD | 9.9% | +15.1% | +11.2% | +12.5 pts | Fading | Strong |
| 2 | METAMeta Platforms | 8.6% | +14.7% | +13.2% | +12.1 pts | Weak | Strong |
| 3 | NVDANVIDIA | 8.4% | +3.7% | +11.3% | +1.0 pts | Pulling back | Strong |
| 4 | AAPLApple | 7.9% | +2.6% | +7.6% | |||
| 5 | NFLXNetflix | 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 | 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: AMD (AMD) 9.9%, Meta Platforms (META) 8.6%, NVIDIA (NVDA) 8.4%, Apple (AAPL) 7.9%, Netflix (NFLX) 7.0%, Cloudflare Inc (NET) 4.8%, Mediatek Inc 4.4%, Qualcomm (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 (RBLX) 1.9%, Xiaomi Corp 1.6%, Lenovo Group Ltd 1.6%, Zoom Communications Inc (ZM) 1.5%, Aristocrat Leisure Ltd 1.5%, Reddit (RDDT) 1.3%, Roku Inc (ROKU) 1.2%, Dassault Systemes SE 1.1%, Unity Software Inc (U) 1.0%, Hexagon AB 0.8%, Logitech International SA 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 (SNAP) 0.4%, 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 (TTD) 0.3%, CD Projekt Red SA 0.3%, Magnite Inc (MGNI) 0.2%, Krafton Inc 0.2%, Dolby Laboratories Inc (DLB) 0.2%, Sega Sammy Holdings Inc 0.2%, Kingsoft Corp Ltd 0.2%, Square Enix Holdings Co Ltd 0.2%, Life360 Inc (LIF) 0.2%, Ambarella Inc (AMBA) 0.2%, Sankyo Co Ltd 0.2%, Nemetschek SE 0.1%, Adeia Inc (ADEA) 0.1%, SoundHound AI (SOUN) 0.1%, Acer Inc 0.1%, Sinch AB 0.1%, Sonos Inc (SONO) 0.1%, TCL Electronics Holdings Ltd 0.1%, Doubleverify Holdings Inc (DV) 0.1%, NC Corp 0.1%, China Ruyi Holdings Ltd 0.1%, Joyy Inc (JOYY) 0.1%, Hacksaw AB (Publ) 0.1%, Peloton Interactive Inc (PTON) 0.1%, Trump Media & Technology Group (DJT) 0.1%, Sportradar Group AG (SRAD) 0.1%, Beijing 51world Digital Twin Technology Co Ltd 0.1%, Playtech PLC 0.1%, Koei Tecmo Holdings Co Ltd 0.1%, Modern Times Group MTG AB 0.1%, RUM Group Inc (RUM) 0.1%, HTC Corp 0.1%, XD Inc 0.1%, Vobile Group Ltd 0.1%, Beijing Kingsoft Office Software Inc 0.1%, Netease Cloud Music Inc 0.1%, Zhejiang Century Huatong Group Co Ltd 0.1%, Pearlabyss Corp 0.1%, Embracer Group AB 0.1%, Goertek Inc 0.0%, Weibo Corp 0.0%, Mixi Inc 0.0%, Gungho Online Entertainment Inc 0.0%, Merry Electronics Co Ltd 0.0%, Newborn Town Inc 0.0%, Dena Co Ltd 0.0%, Wacom Co Ltd 0.0%, Pexip Holding ASA 0.0%, Netmarble Corp 0.0%, Iflytek Co Ltd 0.0%, Anker Innovations Technology Co Ltd 0.0%, Shenzhen Transsion Holdings Co Ltd 0.0%, Ubisoft Entertainment 0.0%, Hello Group Inc (MOMO) 0.0%, Ballys Intralot SA 0.0%, Catapult Sports Ltd 0.0%, Goke Microelectronics Co Ltd 0.0%, Addnode Group AB 0.0%.
Media Stocks: common questions
Media stocks list: which stocks are in GGME?
As of 12 October 2026, GGME holds 95 media stocks, and this page lists all 95. The three largest by fund weight are AMD (AMD, 9.9%), Meta Platforms (META, 8.6%) and NVIDIA (NVDA, 8.4%). Each one shows its fund weight; the 10 largest also show their one-month and three-month returns where Zensei has a price.
What are the best media stocks this month?
As of 12 October 2026, ranked by one-month return, the three strongest media stocks in GGME are Xometry Inc (XMTR, +25.4%), Snap (SNAP, +15.1%) and AMD (AMD, +15.1%). This ranks past return only; it does not forecast the next month.
What are the top 3 media stocks?
As of 12 October 2026, the three largest media stocks in GGME by fund weight are AMD (AMD, 9.9%), Meta Platforms (META, 8.6%) and NVIDIA (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 table above shows the largest holdings with their weights and returns.
Which ETF holds media stocks?
Several ETFs hold media stocks. Zensei tracks the group through GGME, the EA Series Trust Next Generation Media ETF. As of 12 October 2026, its published holdings list 95 media stocks, and the 10 largest make up 63.6% of the fund.
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.
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 AMD, Meta Platforms, NVIDIA, Apple, Netflix. 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.
Compare all sectors: Sector heat map · Sector P/E ratios