
DSKE0.00%12.5%

KNX+45.33%12.5%

NAV0.00%12.5%

ODFL+28.57%12.5%

PCAR+15.16%12.5%

R+27.63%12.5%

UHAL-B+1.08%12.5%

WNC+50.61%12.5%
As of Oct 9, 2026, 4:27 AM ET
Data Centers '25: Fleet & Heavy Transport Constituents
Daseke, Inc.DSKE | 12.5% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | $40.5M |
Knight-Swift Transportation Holdings Inc.KNX | 12.5% | 2.25% | 2.36% | -5.44% | -0.55% | 24.43% | 3.39% | 44.52% | 45.33% | 26.13% | 39.82% | $10.59B |
Navistar International CorporationNAV | 12.5% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | $2.40B |
Old Dominion Freight Line, Inc.ODFL | 12.5% | 3.44% | 2.71% | -0.17% | 1.99% | 15.85% | -10.54% | 6.79% | 28.57% | -5.36% | 28.12% | $37.78B |
PACCAR IncPCAR | 12.5% | 2.62% | -1.78% | -10.03% | -0.25% | 0.14% | -13.03% | 10.67% | 15.16% | 10.02% | 125.29% | $57.72B |
Ryder System, Inc.R | 12.5% | 1.23% | 0.53% | -3.91% | 1.84% | 22.88% | 6.15% | 56.66% | 27.63% | 64.36% | 213.13% | $9.02B |
U-Haul Holding CompanyUHAL-B | 12.5% | -2.36% | -4.60% | -9.78% | -5.83% | 9.02% | 8.05% | -16.14% | 1.08% | -25.20% | -1.08% | $11.38B |
Wabash National CorporationWNC | 12.5% | -2.19% | 6.01% | 3.15% | 7.62% | 58.80% | 34.17% | 25.42% | 50.61% | -22.27% | -7.70% | $546.3M |
| Theme return | — | 0.62% | 0.65% | -4.38% | 0.91% | 18.83% | 5.44% | 20.87% | 22.90% | 10.61% | 58.92% | — |
| Average | 12.5% | 0.62% | 0.65% | -3.27% | 0.60% | 16.39% | 3.52% | 15.99% | 21.05% | 5.96% | 49.70% | $16.18B |
| Median | 12.5% | 0.62% | 0.27% | -2.04% | 0.00% | 12.43% | 1.70% | 8.73% | 21.40% | 0.00% | 14.06% | $9.80B |
| Std Dev | 0.0% | 2.02% | 2.96% | 4.55% | 3.48% | 18.58% | 13.52% | 22.95% | 18.98% | 26.93% | 73.99% | $19.34B |
| Min | 12.5% | -2.36% | -4.60% | -10.03% | -5.83% | 0.00% | -13.03% | -16.14% | 0.00% | -25.20% | -7.70% | $40.5M |
| Max | 12.5% | 3.44% | 6.01% | 3.15% | 7.62% | 58.80% | 34.17% | 56.66% | 50.61% | 64.36% | 213.13% | $57.72B |
| % Positive Tickers | 50.00% | 50.00% | 12.50% | 37.50% | 75.00% | 50.00% | 62.50% | 75.00% | 37.50% | 50.00% |