Theme

Data Centers '25: Equipment & Rentals

14 tickers$753.59B market cap
10D rank#493of 1,032 themes#8of 28 in Data Centers
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As of Aug 24, 2026, 4:53 AM ET

Data Centers '25: Equipment & Rentals Constituents

Ashtead Group plcAHT.LSE
7.5%0.00%0.66%2.16%0.88%5.70%0.83%33.15%4.29%1.04%-1.83%$30.04B
Caterpillar Inc.CAT
7.5%1.53%-1.83%-6.84%1.61%44.52%11.45%149.53%141.42%327.64%90.03%$381.36B
CNH Industrial N.V.CNH
7.5%8.40%11.67%6.46%15.80%28.74%-3.50%-3.81%16.37%-8.05%-4.04%$14.72B
Deere & CompanyDE
7.5%4.27%4.78%3.07%9.25%39.07%2.82%37.50%71.11%86.98%30.54%$174.78B
EquipmentShare.com Inc.EQPT
7.5%1.31%-5.42%-4.49%-1.28%-24.45%-36.22%-24.45%-24.45%-24.45%-24.45%$4.67B
ESCO Technologies Inc.ESE
7.5%0.94%-2.77%-12.37%-8.90%47.01%3.59%78.97%139.92%220.02%47.08%$7.44B
H&E Equipment Services, Inc.HEES
7.5%0.00%0.00%0.00%0.00%0.00%0.00%0.00%-8.55%47.74%0.00%$1.61B
Herc Holdings Inc.HRI
7.5%0.15%-5.34%-0.42%7.83%9.11%15.82%15.16%12.62%39.18%24.79%$5.41B
Komatsu Ltd.6301.T
7.5%0.23%-5.12%9.86%-0.56%39.09%-7.68%49.10%58.26%86.97%32.53%$39.68B
Oshkosh CorpOSK
7.5%2.85%1.21%1.26%10.31%25.04%-7.60%63.99%47.42%46.43%10.53%$9.70B
Stanley Black & Decker, Inc.SWK
7.5%1.18%-3.83%9.60%5.75%34.65%15.64%33.16%4.91%-39.20%30.52%$15.10B
The Manitowoc Company, Inc.MTW
7.5%3.09%1.13%36.95%42.09%64.14%33.42%120.13%94.08%-19.28%94.66%$706.7M
United Rentals, Inc.URI
7.5%0.30%-3.78%-3.77%1.78%35.73%30.77%70.76%48.73%234.87%18.13%$68.37B
Nuvve Holding Corp.NVVE
2.1%-5.56%8.18%-50.42%19.00%-97.40%-93.70%-99.85%-99.97%-100.00%-99.65%$646,465
Theme return1.71%-0.48%4.81%6.33%23.73%2.70%35.38%35.38%48.76%21.95%
Average7.1%1.34%-0.03%-0.64%7.40%17.93%-2.45%37.38%36.16%64.28%17.77%$53.83B
Median7.5%1.06%-0.91%0.63%3.77%31.70%1.83%35.33%31.90%42.80%21.46%$12.21B
Std Dev1.4%2.91%5.02%17.69%11.92%38.72%30.29%59.40%62.30%115.50%45.81%$101.14B
Min2.1%-5.56%-5.42%-50.42%-8.90%-97.40%-93.70%-99.85%-99.97%-100.00%-99.65%$646,465
Max7.5%8.40%11.67%36.95%42.09%64.14%33.42%149.53%141.42%327.64%94.66%$381.36B
% Positive Tickers78.57%42.86%50.00%71.43%78.57%57.14%71.43%78.57%64.29%64.29%

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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, OSK, SWK, and 2 more. Use the table below for the full list.

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