Amazon.Com Inc

AcuityAds Holdings Inc

Alphabet Inc. Class C Capital Stock

Alphabet Inc. Class A Common Stock

Magnite, Inc. Common Stock

PubMatic, Inc. Class A Common Stock

The Trade Desk, Inc.

Below is a link to NY Posts article on adtech scrutiny of companies like **$GOOG** **$GOOGL**.  In short, if you participate in buying and selling ads, AND have them displayed on your own properties on which you get user data, this law will force a breakup of some parts of that business.

⬆️ for **$TTD** **$PUBM** **$MGNI** and **$ATY**, although I’m only long **$TTD** 

⬇️ for **$GOOG** and maybe **$AMZN** at some point???

FYI WSJ also has an article about this, but it’s behind a paywall. 

[https://nypost.com/2022/05/19/googles-ad-business-would-be-broken-up-under-new-bipartisan-bills/](https://nypost.com/2022/05/19/googles-ad-business-would-be-broken-up-under-new-bipartisan-bills/)

The pair of bills would bar large companies from operating in multiple parts of the online ad supply chain — effectively ending what critics say is Google’s ability to act as the dominant buyer, se…

https://nypost.com/2022/05/19/googles-ad-business-would-be-broken-up-under-new-bipartisan-bills/