
CRCT-7.14%12.5%

CVNA-2.35%12.5%

DASH-9.64%12.5%

DKNG-44.53%12.5%

FTDR+38.21%12.5%

PTON-31.61%12.5%

RBLX-67.35%12.5%

TOST-16.73%12.5%
As of Aug 24, 2026, 4:53 AM ET
Infra Built in ZIRP '25: Digital Consumer Service Constituents
Carvana Co.CVNA | 12.5% | -2.29% | -2.94% | 15.58% | 12.06% | -17.21% | 4.56% | 54.38% | 118.77% | -2.25% | -2.35% | $76.68B |
Cricut, Inc.CRCT | 12.5% | 3.52% | -6.37% | 25.34% | 19.19% | 12.93% | 30.00% | 4.88% | -1.80% | -74.79% | -7.14% | $1.17B |
DoorDash, Inc.DASH | 12.5% | 0.51% | 5.42% | 29.25% | 13.93% | -1.32% | 26.64% | 18.09% | 73.50% | 22.07% | -9.64% | $97.38B |
DraftKings Inc.DKNG | 12.5% | 4.55% | 3.28% | 13.73% | 11.46% | -24.06% | 9.77% | -23.99% | -28.05% | -50.92% | -44.53% | $12.98B |
Frontdoor, Inc.FTDR | 12.5% | 0.79% | -1.18% | 15.53% | 13.71% | 43.16% | 20.45% | 108.19% | 70.22% | 97.07% | 38.21% | $5.80B |
Peloton Interactive, Inc.PTON | 12.5% | -3.05% | -3.39% | -11.02% | -15.34% | -12.18% | 34.58% | -14.26% | 11.78% | -94.92% | -31.61% | $2.26B |
Roblox CorporationRBLX | 12.5% | -0.70% | 5.94% | -19.31% | 7.78% | -52.65% | -44.12% | -37.72% | -13.11% | -54.89% | -67.35% | $27.41B |
Toast, Inc.TOST | 12.5% | 3.74% | 5.05% | 26.17% | 13.54% | 3.18% | 34.16% | 2.69% | 54.73% | -41.39% | -16.73% | $21.25B |
| Theme return | — | 0.88% | 0.73% | 6.44% | 10.00% | -3.44% | 16.55% | 22.19% | 63.09% | 6.18% | -13.41% | — |
| Average | 12.5% | 0.88% | 0.73% | 11.91% | 9.54% | -6.02% | 14.51% | 14.03% | 35.76% | -25.00% | -17.64% | $30.62B |
| Median | 12.5% | 0.65% | 1.05% | 15.56% | 12.80% | -6.75% | 23.55% | 3.79% | 33.25% | -46.15% | -13.18% | $17.12B |
| Std Dev | 0.0% | 2.66% | 4.46% | 16.64% | 9.86% | 26.33% | 24.42% | 44.23% | 47.84% | 57.92% | 29.41% | $34.05B |
| Min | 12.5% | -3.05% | -6.37% | -19.31% | -15.34% | -52.65% | -44.12% | -37.72% | -28.05% | -94.92% | -67.35% | $1.17B |
| Max | 12.5% | 4.55% | 5.94% | 29.25% | 19.19% | 43.16% | 34.58% | 108.19% | 118.77% | 97.07% | 38.21% | $97.38B |
| % Positive Tickers | 62.50% | 50.00% | 75.00% | 87.50% | 37.50% | 87.50% | 62.50% | 62.50% | 25.00% | 12.50% |
About this theme
Infra Built in ZIRP '25: Digital Consumer Service tracks 8 publicly listed stocks in this theme: CRCT, CVNA, DASH, DKNG, FTDR, PTON, RBLX, TOST. See the constituent table for details.
