CHWY-39.30%12.5%
CPNG-42.78%12.5%
JMIA-14.36%12.5%
MELI-20.90%12.5%
RH-37.13%12.5%
SE-36.65%12.5%
SFIX-34.57%12.5%
SHOP+5.02%12.5%
As of Aug 24, 2026, 4:53 AM ET
Infra Built in ZIRP '25: Network-Effect Marketplace Constituents
Chewy, Inc.CHWY | 12.5% | 0.59% | 6.90% | 15.15% | 6.28% | -27.32% | -12.40% | -29.35% | -10.04% | -72.81% | -39.30% | $9.95B |
Coupang, Inc.CPNG | 12.5% | 1.17% | -0.30% | 6.13% | 0.61% | -30.27% | -13.78% | -26.86% | -28.07% | -46.15% | -42.78% | $29.57B |
Jumia Technologies AGJMIA | 12.5% | 1.51% | 16.01% | 15.02% | 13.28% | -46.04% | -18.10% | 206.36% | 27.17% | -62.93% | -14.36% | $417.4M |
MercadoLibre, Inc.MELI | 12.5% | 0.04% | -0.89% | 6.73% | 2.38% | -4.54% | 9.40% | -0.58% | -3.88% | 6.23% | -20.90% | $97.48B |
RhRH | 12.5% | -2.05% | -16.21% | -12.21% | -7.44% | -14.48% | -7.54% | -38.56% | -45.89% | -77.92% | -37.13% | $2.90B |
Sea LimitedSE | 12.5% | 0.25% | -10.63% | 17.53% | 10.11% | -7.87% | 8.37% | -12.67% | 41.30% | -62.72% | -36.65% | $70.56B |
Shopify Inc.SHOP | 12.5% | 1.41% | -2.20% | 31.21% | 27.40% | -7.28% | 23.62% | 48.29% | 96.02% | 0.75% | 5.02% | $193.67B |
Stitch Fix, Inc.SFIX | 12.5% | 0.00% | -10.70% | -6.70% | -16.92% | -36.38% | 0.30% | -2.05% | -14.14% | -91.79% | -34.57% | $445.6M |
| Theme return | — | 0.37% | -2.25% | 4.85% | 4.87% | -17.38% | 3.21% | 20.53% | 29.61% | -27.55% | -17.83% | — |
| Average | 12.5% | 0.37% | -2.25% | 9.11% | 4.46% | -21.77% | -1.27% | 18.07% | 7.81% | -50.92% | -27.58% | $50.62B |
| Median | 12.5% | 0.42% | -1.55% | 10.88% | 4.33% | -20.90% | -3.62% | -7.36% | -6.96% | -62.82% | -35.61% | $19.76B |
| Std Dev | 0.0% | 1.07% | 9.74% | 12.99% | 12.54% | 14.40% | 13.38% | 75.45% | 42.41% | 33.76% | 15.30% | $63.71B |
| Min | 12.5% | -2.05% | -16.21% | -12.21% | -16.92% | -46.04% | -18.10% | -38.56% | -45.89% | -91.79% | -42.78% | $417.4M |
| Max | 12.5% | 1.51% | 16.01% | 31.21% | 27.40% | -4.54% | 23.62% | 206.36% | 96.02% | 6.23% | 5.02% | $193.67B |
| % Positive Tickers | 75.00% | 25.00% | 75.00% | 75.00% | 0.00% | 50.00% | 25.00% | 37.50% | 25.00% | 12.50% |
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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.