CNI+19.59%10.0%
CP+10.33%10.0%
CSX+48.76%10.0%
JBHT+82.73%10.0%
KNX+60.04%10.0%
NSC+24.78%10.0%
ODFL+31.98%10.0%
UNP+20.27%10.0%
WERN+49.37%10.0%
XPO+55.32%10.0%
As of Jul 10, 2026, 7:14 AM ET
Cycle Long '24: Transport Constituents
| Company | Wgt | Premarket % | 1D % | 10D % | MTD % | YTD % | IranWar % | LibDay % | 1Yr % | Mkt Cap |
|---|---|---|---|---|---|---|---|---|---|---|
Union Pacific CorporationUNP | 10.0% | 0.37% | 1.46% | 4.53% | 2.63% | 23.22% | 7.57% | 19.53% | 20.27% | $169.23B |
CSX CorporationCSX | 10.0% | 0.00% | 1.36% | 2.79% | 2.11% | 36.59% | 15.60% | 68.46% | 48.76% | $91.70B |
Canadian Pacific Kansas City Ltd.CP | 10.0% | -0.37% | 1.04% | 3.94% | 5.13% | 22.94% | 3.34% | 25.74% | 10.33% | $80.19B |
Canadian National Railway CompanyCNI | 10.0% | -0.51% | 1.35% | 3.32% | 3.77% | 26.58% | 11.53% | 27.28% | 19.59% | $75.42B |
Norfolk Southern CorporationNSC | 10.0% | 0.80% | 1.43% | 2.25% | 1.50% | 12.64% | 2.87% | 38.48% | 24.78% | $72.72B |
Old Dominion Freight Line, Inc.ODFL | 10.0% | -2.20% | 3.48% | 2.80% | 3.62% | 44.04% | 11.23% | 32.77% | 31.98% | $46.97B |
J.B. Hunt Transport Services, Inc.JBHT | 10.0% | 2.44% | 2.23% | -1.83% | -2.57% | 45.42% | 21.08% | 84.98% | 82.73% | $26.65B |
XPO Logistics, Inc.XPO | 10.0% | 1.27% | 1.68% | 0.92% | 0.47% | 53.06% | -1.16% | 86.89% | 55.32% | $24.42B |
Knight-Swift Transportation Holdings Inc.KNX | 10.0% | -1.88% | 2.92% | -1.29% | -0.26% | 47.61% | 22.65% | 71.45% | 60.04% | $12.54B |
Werner Enterprises, Inc.WERN | 10.0% | 3.28% | 3.75% | 2.40% | 2.52% | 49.22% | 27.61% | 48.87% | 49.37% | $2.68B |
| Theme return | — | 0.32% | 2.07% | 1.98% | 2.22% | 37.58% | 13.05% | 53.52% | 42.52% | — |
| Average | 10.0% | 0.32% | 2.07% | 1.98% | 1.89% | 36.13% | 12.23% | 50.45% | 40.32% | $60.25B |
| Median | 10.0% | 0.19% | 1.57% | 2.60% | 2.32% | 40.32% | 11.38% | 43.68% | 40.37% | $59.84B |
| Std Dev | 0.0% | 1.64% | 0.93% | 2.00% | 2.11% | 13.12% | 8.97% | 24.18% | 21.47% | $46.72B |
| Min | 10.0% | -2.20% | 1.04% | -1.83% | -2.57% | 12.64% | -1.16% | 19.53% | 10.33% | $2.68B |
| Max | 10.0% | 3.28% | 3.75% | 4.53% | 5.13% | 53.06% | 27.61% | 86.89% | 82.73% | $169.23B |
| % Positive Tickers | 50.00% | 100.00% | 80.00% | 80.00% | 100.00% | 90.00% | 100.00% | 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.
