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Natural Disasters Long '24: Logistics & Storage
4 tickers · $100.50B total market cap
Group: Natural Disasters Long
With the 2025 Atlantic hurricane season forecasted to be above average, following the destructive 2024 season, there is an anticipated surge in demand for logistics and storage solutions. Companies like XPO, CHRW, WSC, and PSA are poised to benefit from increased needs for freight rerouting, temporary storage, and supply chain resilience.
Natural Disasters Long '24: Logistics & Storage tracks 4 publicly listed stocks in this theme: CHRW, PSA, WSC, XPO. See the constituent table for details.
Thesis update: 2025-04-19
Constituents
Build 20260520T081747
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Public StoragePSA | 04/27/2026 (AMC) | 04/27/2026 (AMC) | 2.73% | -3.62% | 1.71% | 0.11% | $52.22B | 25.0000 |
XPO Logistics, Inc.XPO | 04/30/2026 (AMC) | 04/30/2026 (AMC) | 9.69% | -0.66% | 8.11% | -6.03% | $23.75B | 25.0000 |
C.H. Robinson Worldwide, Inc.CHRW | 04/29/2026 (AMC) | 04/29/2026 (AMC) | 5.79% | -3.27% | -4.37% | -4.83% | $20.39B | 25.0000 |
WillScot Holdings CorporationWSC | 05/07/2026 (AMC) | 05/07/2026 (AMC) | 3.17% | 20.09% | 2.15% | -18.65% | $4.14B | 25.0000 |
| Average | 5.34% | 3.13% | 1.90% | -7.35% | $25.13B | 25.0000 | ||
| Median | 4.48% | -1.97% | 1.93% | -5.43% | $22.07B | 25.0000 | ||
| Std Dev | 2.77% | 9.85% | 4.42% | 6.92% | $17.31B | 0.0% | ||
| Min | 2.73% | -3.62% | -4.37% | -18.65% | $4.14B | 25.0000 | ||
| Max | 9.69% | 20.09% | 8.11% | 0.11% | $52.22B | 25.0000 | ||
| % Positive Tickers | 100.00% | 25.00% | 75.00% | 25.00% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.