
6301.T+32.53%7.5%

AHT.LSE-1.83%7.5%

CAT+90.03%7.5%

CNH-4.04%7.5%

DE+30.54%7.5%

EQPT-24.45%7.5%

ESE+47.08%7.5%

HEES0.00%7.5%

HRI+24.79%7.5%

MTW+94.66%7.5%

OSK+10.53%7.5%

SWK+30.52%7.5%

URI+18.13%7.5%

NVVE-99.65%2.1%
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 return | — | 1.71% | -0.48% | 4.81% | 6.33% | 23.73% | 2.70% | 35.38% | 35.38% | 48.76% | 21.95% | — |
| Average | 7.1% | 1.34% | -0.03% | -0.64% | 7.40% | 17.93% | -2.45% | 37.38% | 36.16% | 64.28% | 17.77% | $53.83B |
| Median | 7.5% | 1.06% | -0.91% | 0.63% | 3.77% | 31.70% | 1.83% | 35.33% | 31.90% | 42.80% | 21.46% | $12.21B |
| Std Dev | 1.4% | 2.91% | 5.02% | 17.69% | 11.92% | 38.72% | 30.29% | 59.40% | 62.30% | 115.50% | 45.81% | $101.14B |
| Min | 2.1% | -5.56% | -5.42% | -50.42% | -8.90% | -97.40% | -93.70% | -99.85% | -99.97% | -100.00% | -99.65% | $646,465 |
| Max | 7.5% | 8.40% | 11.67% | 36.95% | 42.09% | 64.14% | 33.42% | 149.53% | 141.42% | 327.64% | 94.66% | $381.36B |
| % Positive Tickers | 78.57% | 42.86% | 50.00% | 71.43% | 78.57% | 57.14% | 71.43% | 78.57% | 64.29% | 64.29% |
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.
