
CNI+38.01%10.0%

CP+30.09%10.0%

CSX+50.84%10.0%

JBHT+83.46%10.0%

KNX+59.22%10.0%

NSC+24.37%10.0%

ODFL+29.75%10.0%

UNP+35.20%10.0%

WERN+31.57%10.0%

XPO+43.92%10.0%
As of Aug 24, 2026, 4:53 AM ET
Cycle Long '24: Transport Constituents
Canadian National Railway CompanyCNI | 10.0% | 1.26% | 2.82% | 0.28% | 2.07% | 32.18% | 16.46% | 32.91% | 15.28% | 33.18% | 38.01% | $78.76B |
Canadian Pacific Kansas City Ltd.CP | 10.0% | 1.96% | 5.19% | 4.69% | 8.77% | 31.59% | 10.62% | 34.60% | 19.54% | 40.79% | 30.09% | $85.00B |
CSX CorporationCSX | 10.0% | 1.22% | 3.30% | -3.08% | 2.36% | 42.79% | 20.85% | 76.11% | 57.17% | 62.51% | 50.84% | $95.57B |
J.B. Hunt Transport Services, Inc.JBHT | 10.0% | 0.36% | 3.79% | -4.46% | 1.36% | 41.74% | 18.01% | 80.29% | 56.00% | 62.12% | 83.46% | $25.87B |
Knight-Swift Transportation Holdings Inc.KNX | 10.0% | 3.16% | 4.48% | -1.24% | 2.98% | 36.95% | 13.80% | 59.08% | 32.97% | 46.95% | 59.22% | $11.65B |
Norfolk Southern CorporationNSC | 10.0% | 1.18% | 4.82% | 0.02% | 4.54% | 22.01% | 11.43% | 50.01% | 50.32% | 46.54% | 24.37% | $78.77B |
Old Dominion Freight Line, Inc.ODFL | 10.0% | 0.95% | -1.42% | -11.38% | -2.67% | 31.68% | 1.68% | 21.38% | 1.58% | 47.54% | 29.75% | $42.94B |
Union Pacific CorporationUNP | 10.0% | 1.34% | 5.18% | 0.24% | 5.45% | 33.17% | 16.25% | 29.18% | 26.18% | 48.96% | 35.20% | $183.00B |
Werner Enterprises, Inc.WERN | 10.0% | 2.19% | 6.73% | -8.35% | 3.90% | 29.56% | 10.80% | 29.26% | 3.74% | -13.22% | 31.57% | $2.33B |
XPO Logistics, Inc.XPO | 10.0% | 0.46% | -2.78% | -7.17% | -1.61% | 45.49% | -6.05% | 77.65% | 58.05% | 284.24% | 43.92% | $23.15B |
| Theme return | — | 1.41% | 3.21% | -3.13% | 2.55% | 36.27% | 11.98% | 52.06% | 37.31% | 72.15% | 49.19% | — |
| Average | 10.0% | 1.41% | 3.21% | -3.04% | 2.71% | 34.72% | 11.39% | 49.05% | 32.08% | 65.96% | 42.64% | $62.71B |
| Median | 10.0% | 1.24% | 4.14% | -2.16% | 2.67% | 32.67% | 12.62% | 42.31% | 29.58% | 47.24% | 36.61% | $60.85B |
| Std Dev | 0.0% | 0.79% | 2.87% | 4.59% | 3.15% | 6.72% | 7.67% | 21.56% | 21.02% | 75.51% | 16.93% | $51.12B |
| Min | 10.0% | 0.36% | -2.78% | -11.38% | -2.67% | 22.01% | -6.05% | 21.38% | 1.58% | -13.22% | 24.37% | $2.33B |
| Max | 10.0% | 3.16% | 6.73% | 4.69% | 8.77% | 45.49% | 20.85% | 80.29% | 58.05% | 284.24% | 83.46% | $183.00B |
| % Positive Tickers | 100.00% | 80.00% | 40.00% | 80.00% | 100.00% | 90.00% | 100.00% | 100.00% | 90.00% | 100.00% |
About this theme
Cycle Long '24: Transport tracks 10 publicly listed stocks in this theme: CNI, CP, CSX, JBHT, KNX, NSC, ODFL, UNP, WERN, XPO. See the constituent table for details.
