
BECN0.00%12.5%

BERY0.00%12.5%

DVN+39.65%12.5%

EPD+19.15%12.5%

MPC+111.10%12.5%

RS+31.69%12.5%

SWBI+71.32%12.5%

VLO+139.98%12.5%
As of Aug 24, 2026, 4:53 AM ET
Stagflation Long '25: Energy & Manf Resilience Constituents
Beacon Roofing Supply, Inc.BECN | 12.5% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.30% | 37.05% | 148.59% | 0.00% | $7.72B |
Berry Global Group, Inc.BERY | 12.5% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -4.21% | 10.88% | 20.27% | 0.00% | $7.83B |
Devon Energy CorporationDVN | 12.5% | -0.41% | 8.15% | 9.01% | 8.80% | 34.04% | 12.80% | 29.48% | 12.59% | 123.30% | 39.65% | $34.38B |
Enterprise Products Partners L.P.EPD | 12.5% | -1.09% | 0.40% | -1.86% | -0.11% | 18.56% | 5.17% | 11.63% | 34.25% | 124.15% | 19.15% | $82.24B |
Marathon Petroleum CorporationMPC | 12.5% | 0.70% | 7.22% | 16.65% | 13.98% | 121.80% | 81.99% | 143.89% | 108.14% | 590.22% | 111.10% | $105.31B |
Reliance Steel & Aluminum Co.RS | 12.5% | 1.99% | -8.14% | -4.89% | -4.48% | 34.28% | 22.89% | 31.98% | 38.55% | 171.67% | 31.69% | $19.80B |
Smith & Wesson Brands, Inc.SWBI | 12.5% | 1.37% | -0.84% | -3.69% | -3.09% | 42.86% | 18.49% | 48.42% | -4.21% | -32.91% | 71.32% | $630.7M |
Valero Energy CorporationVLO | 12.5% | 2.15% | 7.70% | 15.33% | 11.49% | 114.30% | 70.47% | 161.08% | 142.94% | 521.51% | 139.98% | $100.45B |
| Theme return | — | 0.59% | 1.81% | 3.41% | 3.20% | 42.42% | 25.29% | 48.96% | 52.12% | 191.93% | 52.11% | — |
| Average | 12.5% | 0.59% | 1.81% | 3.82% | 3.32% | 45.73% | 26.48% | 52.82% | 47.52% | 208.35% | 51.61% | $44.79B |
| Median | 12.5% | 0.35% | 0.20% | 0.00% | 0.00% | 34.16% | 15.65% | 30.73% | 35.65% | 136.37% | 35.67% | $27.09B |
| Std Dev | 0.0% | 1.09% | 5.23% | 8.04% | 6.58% | 44.28% | 29.87% | 59.92% | 47.94% | 211.16% | 48.29% | $41.21B |
| Min | 12.5% | -1.09% | -8.14% | -4.89% | -4.48% | 0.00% | 0.00% | -4.21% | -4.21% | -32.91% | 0.00% | $630.7M |
| Max | 12.5% | 2.15% | 8.15% | 16.65% | 13.98% | 121.80% | 81.99% | 161.08% | 142.94% | 590.22% | 139.98% | $105.31B |
| % Positive Tickers | 50.00% | 50.00% | 37.50% | 37.50% | 75.00% | 75.00% | 87.50% | 87.50% | 87.50% | 75.00% |
About this theme
Stagflation Long '25: Energy & Manf Resilience tracks 8 publicly listed stocks in this theme: BECN, BERY, DVN, EPD, MPC, RS, SWBI, VLO. See the constituent table for details.
