Theme
Industry-Specific Software '24: Transportation & Logistics Software☆
10 tickers$52.26B market cap
Group: Industry-Specific Software

DSG.TO-24.53%15.0%

WTC.AU-64.36%15.0%

IOT-1.78%14.0%

SAAS.LSE—11.0%

KARO—10.0%

AIOT-46.06%9.0%

QTX.LSE—8.0%

ERD.AU—7.0%

MANH-4.69%6.0%

CRGO-63.33%5.0%
As of Sep 18, 2026, 9:54 PM ET
Industry-Specific Software '24: Transportation & Logistics Software Constituents
The Descartes Systems Group Inc.DSG.TO | 15.0% | -3.29% | 1.99% | 2.35% | -4.22% | -12.24% | 16.45% | -26.47% | -24.53% | -23.22% | -7.80% | $6.60B |
WiseTech Global LimitedWTC.AU | 15.0% | 0.53% | -10.34% | -26.03% | -19.89% | -50.15% | -32.69% | -56.89% | -64.36% | -74.36% | -39.88% | $7.67B |
Samsara Inc.IOT | 14.0% | -1.12% | -2.22% | -0.81% | 0.51% | 10.75% | 35.85% | 3.32% | -1.78% | -16.82% | 60.12% | $22.82B |
Microlise Group plcSAAS.LSE | 11.0% | — | — | 0.00% | — | — | — | — | — | -58.48% | -79.09% | $75.9M |
Karooooo Ltd.KARO | 10.0% | — | — | 0.00% | — | — | — | — | — | 80.78% | 153.12% | $2.06B |
PowerFleet, Inc.AIOT | 9.0% | -3.03% | -0.68% | -1.67% | 0.34% | -44.74% | -17.65% | -47.87% | -46.06% | -42.40% | -58.86% | $386.6M |
Quartix Technologies PlcQTX.LSE | 8.0% | — | — | 0.00% | — | — | — | — | — | 55.12% | -48.22% | $145.6M |
EROAD LimitedERD.AU | 7.0% | — | — | 0.00% | — | — | — | — | — | -21.77% | -82.69% | $112.4M |
Manhattan Associates, Inc.MANH | 6.0% | 0.30% | -0.13% | 4.67% | -3.96% | 19.81% | 53.32% | 16.07% | -4.69% | -21.45% | 34.95% | $12.33B |
Freightos Limited Ordinary sharesCRGO | 5.0% | 2.75% | -4.72% | -22.93% | -3.97% | -46.93% | -8.33% | -51.21% | -63.33% | -21.13% | -88.55% | $57.9M |
| Average | 10.0% | -0.64% | -2.68% | -4.44% | -5.20% | -20.58% | 7.83% | -27.17% | -34.12% | -14.37% | -15.69% | $5.23B |
| Median | 9.5% | -0.41% | -1.45% | 0.00% | -3.96% | -28.49% | 4.06% | -37.17% | -35.29% | -21.61% | -44.05% | $1.22B |
| Std Dev | 3.5% | 2.11% | 3.99% | 10.18% | 6.87% | 28.39% | 30.22% | 27.96% | 25.54% | 45.22% | 73.62% | $7.12B |
| Min | 5.0% | -3.29% | -10.34% | -26.03% | -19.89% | -50.15% | -32.69% | -56.89% | -64.36% | -74.36% | -88.55% | $57.9M |
| Max | 15.0% | 2.75% | 1.99% | 4.67% | 0.51% | 19.81% | 53.32% | 16.07% | -1.78% | 80.78% | 153.12% | $22.82B |
| % Positive Tickers | 50.00% | 16.67% | 20.00% | 33.33% | 33.33% | 50.00% | 33.33% | 0.00% | 20.00% | 30.00% |
About this theme
Industry-Specific Software '24: Transportation & Logistics Software tracks 10 publicly listed stocks in this theme: DSG.TO, WTC.AU, IOT, SAAS.LSE, KARO, AIOT, QTX.LSE, ERD.AU, MANH, CRGO. See the constituent table for details.