6301.T+21.70%7.5%
AHT.LSE+6.79%7.5%
CAT+130.65%7.5%
CNH-25.51%7.5%
DE+14.19%7.5%
EQPT-34.69%7.5%
ESE+73.21%7.5%
HEES0.00%7.5%
HRI-2.25%7.5%
MTW-7.54%7.5%
OSK+12.75%7.5%
SWK+18.94%7.5%
URI+33.07%7.5%
NVVE-98.88%2.1%
As of Jul 10, 2026, 7:14 AM ET
Data Centers '25: Equipment & Rentals Constituents
| Company | Wgt | Premarket % | 1D % | 10D % | MTD % | YTD % | IranWar % | LibDay % | 1Yr % | Mkt Cap |
|---|---|---|---|---|---|---|---|---|---|---|
Caterpillar Inc.CAT | 7.5% | 0.24% | -1.02% | -9.18% | -5.35% | 63.81% | 26.33% | 182.83% | 130.65% | $432.26B |
Deere & CompanyDE | 7.5% | -0.12% | -0.64% | -5.14% | -5.53% | 27.35% | -5.85% | 25.91% | 14.19% | $160.05B |
United Rentals, Inc.URI | 7.5% | 0.12% | 1.60% | -3.03% | -2.08% | 34.52% | 29.60% | 69.23% | 33.07% | $68.20B |
Komatsu Ltd.6301.T | 7.5% | 0.00% | -1.99% | 1.22% | 2.17% | 23.90% | -17.76% | 32.82% | 21.70% | $35.73B |
Stanley Black & Decker, Inc.SWK | 7.5% | -0.98% | 0.78% | -7.29% | -4.95% | 16.88% | 0.38% | 15.59% | 18.94% | $13.50B |
CNH Industrial N.V.CNH | 7.5% | 0.49% | 0.10% | -9.75% | -5.86% | 11.50% | -16.42% | -16.69% | -25.51% | $12.75B |
Oshkosh CorporationOSK | 7.5% | 3.06% | 2.02% | -7.07% | -1.35% | 13.64% | -16.03% | 49.04% | 12.75% | $8.90B |
ESCO Technologies Inc.ESE | 7.5% | 0.00% | -0.18% | -4.18% | -2.50% | 69.57% | 19.49% | 106.44% | 73.21% | $8.58B |
Herc Holdings Inc.HRI | 7.5% | 0.00% | 3.42% | -0.98% | 3.29% | -2.38% | 3.62% | 3.03% | -2.25% | $4.84B |
EquipmentShare.com Inc.EQPT | 7.5% | 0.00% | -3.50% | -20.91% | -18.99% | -34.69% | -44.87% | -34.69% | -34.69% | $4.04B |
H&E Equipment Services, Inc.HEES | 7.5% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | $1.61B |
The Manitowoc Company, Inc.MTW | 7.5% | 0.36% | -0.08% | -12.51% | -5.42% | 3.25% | -16.07% | 38.48% | -7.54% | $444.6M |
Ashtead Group plcAHT.LSE | 7.5% | 0.00% | 0.35% | 1.51% | 1.09% | 4.11% | -0.68% | 31.15% | 6.79% | $295.1M |
Nuvve Holding Corp.NVVE | 2.1% | -0.28% | 3.42% | 41.22% | 35.72% | -80.80% | -53.54% | -98.87% | -98.88% | $129,418 |
| Theme return | — | 0.23% | 0.14% | -4.95% | -2.57% | 16.50% | -3.30% | 27.47% | 9.58% | — |
| Average | 7.1% | 0.21% | 0.31% | -2.58% | -0.70% | 10.76% | -6.56% | 28.88% | 10.17% | $53.66B |
| Median | 7.5% | 0.00% | 0.05% | -4.66% | -2.29% | 12.57% | -3.26% | 28.53% | 9.77% | $8.74B |
| Std Dev | 1.4% | 0.86% | 1.84% | 13.47% | 11.36% | 36.03% | 22.95% | 63.24% | 50.00% | $112.96B |
| Min | 2.1% | -0.98% | -3.50% | -20.91% | -18.99% | -80.80% | -53.54% | -98.87% | -98.88% | $129,418 |
| Max | 7.5% | 3.06% | 3.42% | 41.22% | 35.72% | 69.57% | 29.60% | 182.83% | 130.65% | $432.26B |
| % Positive Tickers | 35.71% | 50.00% | 21.43% | 28.57% | 71.43% | 35.71% | 71.43% | 57.14% |
About this theme
Data Centers '25: Equipment & Rentals tracks 14 publicly listed stocks in this theme. Sample tickers: 6301.T, AHT.LSE, CAT, CNH, DE, EQPT, ESE, HEES, HRI, MTW, NVVE, OSK, and 2 more. Use the table below for the full list.