Here's why The Trade Desk (NASDAQ: TTD), Shopify (NYSE: SHOP), and Cadence Design Systems (NASDAQ: CDNS) could prove to be attractive picks in March. Persistent inflation may result in the Federal Reserve increasing interest rates further than previously expected -- which creates less favorable conditions for stocks. Marketers may fear that these companies won't make optimal decisions for their advertising campaigns and will charge higher prices while monetizing their own ad space.