CHWY-46.69%12.5%
CPNG-37.08%12.5%
JMIA+55.28%12.5%
MELI-24.74%12.5%
RH-21.14%12.5%
SE-26.97%12.5%
SFIX-13.94%12.5%
SHOP+6.96%12.5%
As of Jul 10, 2026, 7:14 AM ET
Infra Built in ZIRP '25: Network-Effect Marketplace Constituents
| Company | Wgt | Premarket % | 1D % | 10D % | MTD % | YTD % | IranWar % | LibDay % | 1Yr % | Mkt Cap |
|---|---|---|---|---|---|---|---|---|---|---|
Shopify Inc.SHOP | 12.5% | 1.95% | 3.31% | 7.85% | 1.27% | -23.48% | 2.02% | 22.37% | 6.96% | $159.83B |
MercadoLibre, Inc.MELI | 12.5% | 0.41% | -0.09% | 7.41% | 3.77% | -10.25% | 2.86% | -6.53% | -24.74% | $91.65B |
Sea LimitedSE | 12.5% | 0.94% | 3.61% | 17.39% | 6.63% | -14.47% | 0.61% | -18.93% | -26.97% | $66.83B |
Coupang, Inc.CPNG | 12.5% | 0.10% | 0.84% | 8.99% | 5.68% | -18.78% | 0.42% | -14.81% | -37.08% | $34.39B |
Chewy, Inc.CHWY | 12.5% | 0.31% | 0.54% | 6.44% | 0.34% | -37.46% | -24.62% | -39.21% | -46.69% | $8.56B |
RhRH | 12.5% | -1.35% | 3.53% | 3.14% | 2.61% | -6.04% | 1.58% | -32.49% | -21.14% | $3.18B |
Stitch Fix, Inc.SFIX | 12.5% | -0.85% | -0.85% | -19.63% | -12.22% | -32.95% | 5.71% | 3.23% | -13.94% | $469.7M |
Jumia Technologies AGJMIA | 12.5% | -0.43% | 1.47% | 4.86% | -4.56% | -44.68% | -16.04% | 214.09% | 55.28% | $427.9M |
| Theme return | — | 0.14% | 1.55% | 4.56% | 0.48% | -20.14% | -0.24% | 16.50% | -8.53% | — |
| Average | 12.5% | 0.13% | 1.55% | 4.56% | 0.44% | -23.51% | -3.43% | 15.97% | -13.54% | $45.67B |
| Median | 12.5% | 0.21% | 1.16% | 6.93% | 1.94% | -21.13% | 1.10% | -10.67% | -22.94% | $21.48B |
| Std Dev | 0.0% | 0.97% | 1.63% | 9.96% | 5.78% | 12.83% | 10.11% | 77.07% | 29.94% | $53.61B |
| Min | 12.5% | -1.35% | -0.85% | -19.63% | -12.22% | -44.68% | -24.62% | -39.21% | -46.69% | $427.9M |
| Max | 12.5% | 1.95% | 3.61% | 17.39% | 6.63% | -6.04% | 5.71% | 214.09% | 55.28% | $159.83B |
| % Positive Tickers | 62.50% | 75.00% | 87.50% | 75.00% | 0.00% | 75.00% | 37.50% | 25.00% |
About this theme
Infra Built in ZIRP '25: Network-Effect Marketplace tracks 8 publicly listed stocks in this theme: CHWY, CPNG, JMIA, MELI, RH, SE, SFIX, SHOP. See the constituent table for details.