
CHRW+9.65%12.5%

EXPD+66.68%12.5%

FDX+23.09%12.5%

HAFNI.OL+80.97%12.5%

HAUTO.OL+103.40%12.5%

INSW+172.47%12.5%

STNG+58.74%12.5%

UPS+10.35%12.5%
As of Oct 9, 2026, 4:27 AM ET
Small Themes '25: Tariff Shippers Constituents
C.H. Robinson Worldwide, Inc.CHRW | 12.5% | 4.56% | -4.65% | -6.06% | -7.71% | -12.08% | -23.70% | 37.46% | 9.65% | 32.56% | 70.02% | $16.66B |
Expeditors International of Washington, Inc.EXPD | 12.5% | 1.50% | 2.72% | 2.87% | 3.18% | 30.00% | 33.57% | 60.02% | 66.68% | 61.62% | 77.72% | $25.34B |
FedEx CorporationFDX | 12.5% | 0.93% | 0.72% | -5.65% | 1.62% | 0.99% | -24.62% | 20.53% | 23.09% | 14.22% | 41.88% | $69.02B |
Höegh Autoliners ASAHAUTO.OL | 12.5% | 3.33% | -1.56% | 1.36% | -2.65% | 97.06% | 42.99% | 215.47% | 103.40% | 125.28% | 1762.67% | $3.65B |
Hafnia LimitedHAFNI.OL | 12.5% | 3.45% | 16.47% | 18.12% | 8.53% | 97.66% | 42.87% | 164.51% | 80.97% | 65.09% | 754.74% | $5.33B |
International Seaways, Inc.INSW | 12.5% | 4.17% | 12.47% | 22.35% | 6.30% | 150.92% | 61.29% | 279.91% | 172.47% | 150.42% | 925.77% | $6.03B |
Scorpio Tankers Inc.STNG | 12.5% | 4.31% | 5.96% | 6.13% | 2.75% | 73.42% | 11.47% | 140.02% | 58.74% | 25.53% | 435.50% | $4.41B |
United Parcel Service, Inc.UPS | 12.5% | 1.98% | -0.15% | -5.15% | 0.23% | -5.12% | -18.84% | -11.56% | 10.35% | -23.57% | -39.02% | $79.96B |
| Theme return | — | 3.03% | 4.00% | 4.98% | 1.57% | 49.87% | 14.44% | 105.06% | 64.73% | 61.05% | 347.95% | — |
| Average | 12.5% | 3.03% | 4.00% | 4.25% | 1.53% | 54.11% | 15.63% | 113.30% | 65.67% | 56.39% | 503.66% | $26.30B |
| Median | 12.5% | 3.39% | 1.72% | 2.12% | 2.19% | 51.71% | 22.52% | 100.02% | 62.71% | 47.09% | 256.61% | $11.35B |
| Std Dev | 0.0% | 1.29% | 6.77% | 10.16% | 4.75% | 55.65% | 32.15% | 96.39% | 51.39% | 54.06% | 581.83% | $28.81B |
| Min | 12.5% | 0.93% | -4.65% | -6.06% | -7.71% | -12.08% | -24.62% | -11.56% | 9.65% | -23.57% | -39.02% | $3.65B |
| Max | 12.5% | 4.56% | 16.47% | 22.35% | 8.53% | 150.92% | 61.29% | 279.91% | 172.47% | 150.42% | 1762.67% | $79.96B |
| % Positive Tickers | 100.00% | 62.50% | 62.50% | 75.00% | 75.00% | 62.50% | 87.50% | 100.00% | 87.50% | 87.50% |