
6301.T+46.09%7.5%

AHT.LSE+3.11%7.5%

CAT+38.98%7.5%

CNH+31.56%7.5%

DE+40.17%7.5%

EQPT-36.08%7.5%

ESE+30.03%7.5%

HEES0.00%7.5%

HRI-16.53%7.5%

MTW+81.15%7.5%

OSK+1.37%7.5%

SWK+20.05%7.5%

URI+29.76%7.5%

NVVE0.00%2.1%
As of Oct 9, 2026, 4:27 AM ET
Data Centers '25: Equipment & Rentals Constituents
Ashtead Group plcAHT.LSE | 7.5% | 0.00% | 0.10% | -2.06% | 0.52% | 3.11% | -1.64% | 29.88% | 3.34% | -5.30% | -2.82% | $29.14B |
Caterpillar Inc.CAT | 7.5% | -2.17% | -2.90% | -2.38% | -3.65% | 38.98% | 7.18% | 139.97% | 59.12% | 108.50% | 340.71% | $366.75B |
CNH Industrial N.V.CNH | 7.5% | -2.65% | -8.52% | -12.73% | -5.60% | 31.56% | -1.38% | -1.70% | 15.63% | 10.47% | -7.97% | $15.04B |
Deere & CompanyDE | 7.5% | -0.65% | -5.14% | -3.64% | -2.20% | 40.17% | 3.63% | 38.58% | 43.04% | 63.66% | 98.65% | $176.16B |
EquipmentShare.com Inc.EQPT | 7.5% | -11.43% | -14.00% | -16.48% | -10.41% | -36.08% | -46.04% | -36.08% | -36.08% | -36.08% | -36.08% | $3.95B |
ESCO Technologies Inc.ESE | 7.5% | -1.11% | -4.47% | -6.22% | -5.88% | 30.03% | -8.38% | 58.29% | 22.70% | 107.71% | 225.26% | $6.58B |
H&E Equipment Services, Inc.HEES | 7.5% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -13.98% | 24.66% | $1.61B |
Herc Holdings Inc.HRI | 7.5% | -0.45% | -7.50% | -14.46% | -6.07% | -16.53% | -11.40% | -11.90% | 1.73% | -22.15% | -20.28% | $4.14B |
Komatsu Ltd.6301.T | 7.5% | -5.52% | 0.01% | -3.04% | -2.75% | 46.09% | -3.03% | 56.60% | 32.92% | 68.60% | 96.77% | $41.74B |
Oshkosh CorpOSK | 7.5% | -0.98% | -4.10% | -16.24% | -2.65% | 1.37% | -25.10% | 32.95% | -3.93% | 27.69% | 33.35% | $7.86B |
Stanley Black & Decker, Inc.SWK | 7.5% | 0.97% | 0.50% | -2.74% | -0.47% | 20.05% | 3.10% | 18.71% | 27.90% | -12.58% | -41.99% | $13.47B |
The Manitowoc Company, Inc.MTW | 7.5% | -1.50% | -2.03% | 3.43% | -3.04% | 81.15% | 47.25% | 142.95% | 105.29% | 133.80% | 3.63% | $780.0M |
United Rentals, Inc.URI | 7.5% | 1.23% | 0.60% | 2.08% | 1.55% | 29.76% | 25.02% | 63.24% | 7.11% | 32.46% | 215.87% | $65.36B |
Nuvve Holding Corp.NVVE | 2.1% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -95.37% | $22.40B |
| Theme return | — | -1.83% | -3.57% | -5.66% | -2.77% | 23.46% | 1.14% | 43.35% | 22.94% | 38.72% | 64.99% | — |
| Average | 7.1% | -1.73% | -3.39% | -5.32% | -2.90% | 19.26% | -0.77% | 37.96% | 19.91% | 33.06% | 59.60% | $53.93B |
| Median | 7.5% | -0.81% | -2.46% | -2.89% | -2.70% | 24.91% | -0.69% | 31.42% | 11.37% | 19.08% | 14.14% | $14.25B |
| Std Dev | 1.4% | 3.14% | 4.14% | 6.57% | 3.14% | 28.56% | 20.51% | 50.51% | 32.61% | 52.67% | 118.67% | $97.37B |
| Min | 2.1% | -11.43% | -14.00% | -16.48% | -10.41% | -36.08% | -46.04% | -36.08% | -36.08% | -36.08% | -95.37% | $780.0M |
| Max | 7.5% | 1.23% | 0.60% | 3.43% | 1.55% | 81.15% | 47.25% | 142.95% | 105.29% | 133.80% | 340.71% | $366.75B |
| % Positive Tickers | 14.29% | 28.57% | 14.29% | 14.29% | 71.43% | 35.71% | 64.29% | 71.43% | 57.14% | 57.14% |