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BS Jobs '26: Scheduling & Routing
5 tickers · $259.30B total market cap
Group: BS Jobs
AI's rapid advancement and cost reduction are enabling large, bureaucratic organizations to automate 'bullshit jobs,' particularly in scheduling and routing, unlocking significant efficiency gains and margin expansion. The market is currently underpricing these beneficiaries, creating an investment opportunity as enterprise adoption accelerates.
BS Jobs '26: Scheduling & Routing tracks 5 publicly listed stocks in this theme: DHL.XETRA, FRE.XETRA, HCA, RTO.LSE, UPS. See the constituent table for details.
Thesis update: 2026-03-22
Constituents
Build 20260520T081747
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
HCA Healthcare, Inc.HCA | 04/24/2026 (BMO) | 04/24/2026 (BMO) | 3.99% | -8.77% | -3.50% | -6.42% | $89.78B | 20.0000 |
United Parcel Service, Inc.UPS | 04/28/2026 (BMO) | 04/28/2026 (BMO) | -3.06% | -1.51% | 4.38% | -9.17% | $82.31B | 20.0000 |
Deutsche Post AGDHL.XETRA | 04/30/2026 (BMO) | 04/30/2026 (BMO) | -4.28% | 7.85% | 2.17% | -7.10% | $61.14B | 20.0000 |
Fresenius SE & Co. KGaAFRE.XETRA | 05/06/2026 (AMC) | 05/06/2026 (AMC) | -0.49% | 3.78% | -22.21% | -3.43% | $25.92B | 20.0000 |
Rentokil Initial plcRTO.LSE | 03/05/2026 (BMO) | — | 10.22% | — | 1.26% | — | $159.5M | 20.0000 |
| Average | 1.28% | 0.34% | -3.58% | -6.53% | $51.86B | 20.0000 | ||
| Median | -0.49% | 1.14% | 1.26% | -6.76% | $61.14B | 20.0000 | ||
| Std Dev | 5.29% | 6.22% | 9.66% | 2.06% | $34.05B | 0.0% | ||
| Min | -4.28% | -8.77% | -22.21% | -9.17% | $159.5M | 20.0000 | ||
| Max | 10.22% | 7.85% | 4.38% | -3.43% | $89.78B | 20.0000 | ||
| % Positive Tickers | 40.00% | 50.00% | 60.00% | 0.00% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.