Theme
Supply Shock in MidEast Short '26: Global Logistics☆
15 tickers$534.02B market cap
10D rank10D#781of 1,239 themes/1,239#4of 5 in Supply Shock in MidEast Short/5 Supply Shock in MidEast Short
AAL+10.15%6.7%
BPOST.BR-53.18%6.7%
CCL-7.16%6.7%
DAL+37.89%6.7%
DHL.XETRA+37.53%6.7%
EXPD+66.68%6.7%
FDX+23.09%6.7%
GXO-13.72%6.7%
KNIN.SW+44.14%6.7%
MAERSK-B.CO+91.62%6.7%
NCLH-33.49%6.7%
ODFL+28.57%6.7%
UAL+6.02%6.7%
UPS+10.35%6.7%
XPO+32.16%6.7%
As of Oct 9, 2026, 4:27 AM ET
Supply Shock in MidEast Short '26: Global Logistics Constituents
A.P. Møller - Mærsk A/SMAERSK-B.CO | 6.7% | 0.00% | 1.50% | 3.23% | 1.68% | 55.12% | 44.15% | 107.10% | 91.62% | 171.91% | 145.35% | $53.81B |
American Airlines Group Inc.AAL | 6.7% | -0.39% | -5.33% | -1.08% | -2.51% | -16.50% | -2.07% | 20.87% | 10.15% | 7.38% | -36.22% | $8.47B |
bpost NV/SABPOST.BR | 6.7% | -0.72% | -2.63% | -14.58% | -1.57% | -48.40% | -51.03% | -21.90% | -53.18% | -55.17% | -82.65% | $246.7M |
Carnival Corporation & plcCCL | 6.7% | -0.08% | 18.02% | 15.11% | 4.23% | -13.52% | -16.67% | 31.93% | -7.16% | 39.97% | 10.83% | $35.79B |
Delta Air Lines, Inc.DAL | 6.7% | -1.00% | -2.25% | 4.30% | -2.37% | 18.36% | 25.02% | 89.39% | 37.89% | 63.14% | 92.80% | $54.02B |
Deutsche Post AGDHL.XETRA | 6.7% | -1.12% | -4.58% | -2.38% | -1.39% | 12.59% | 4.52% | 51.91% | 37.53% | 55.28% | 21.46% | $68.95B |
Expeditors International of Washington, Inc.EXPD | 6.7% | 1.50% | 2.72% | 2.87% | 3.18% | 30.00% | 33.57% | 60.02% | 66.68% | 61.62% | 77.72% | $25.34B |
FedEx CorporationFDX | 6.7% | 0.93% | 0.72% | -5.65% | 1.62% | 0.99% | -24.62% | 20.53% | 23.09% | 14.22% | 41.88% | $69.02B |
GXO Logistics, Inc.GXO | 6.7% | 0.80% | 3.55% | 0.37% | 0.87% | -11.93% | -26.21% | 15.58% | -13.72% | -7.50% | -38.60% | $5.33B |
Kuehne + Nagel International AGKNIN.SW | 6.7% | 0.40% | -0.70% | 3.65% | 1.64% | 24.86% | 15.61% | 22.80% | 44.14% | 7.18% | -0.52% | $32.03B |
Norwegian Cruise Line Holdings Ltd.NCLH | 6.7% | 2.92% | 8.25% | 4.31% | 5.81% | -30.60% | -37.52% | -20.56% | -33.49% | -25.53% | -41.21% | $7.11B |
Old Dominion Freight Line, Inc.ODFL | 6.7% | 3.44% | 2.71% | -0.17% | 1.99% | 15.85% | -10.54% | 6.79% | 28.57% | -5.36% | 28.12% | $37.78B |
United Airlines Holdings, Inc.UAL | 6.7% | -2.48% | -3.65% | 0.30% | -3.88% | -3.92% | 1.07% | 50.54% | 6.02% | 79.04% | 118.55% | $34.87B |
United Parcel Service, Inc.UPS | 6.7% | 1.98% | -0.15% | -5.15% | 0.23% | -5.12% | -18.84% | -11.56% | 10.35% | -23.57% | -39.02% | $79.96B |
XPO Logistics, Inc.XPO | 6.7% | 0.88% | 2.99% | -1.25% | 1.24% | 33.88% | -13.55% | 63.46% | 32.16% | 69.40% | 291.72% | $21.30B |
| Theme return | — | -0.47% | -1.41% | 0.93% | -0.71% | -4.66% | 5.88% | -37.89% | -17.18% | -32.83% | -43.46% | — |
| Average | 6.7% | 0.47% | 1.41% | 0.26% | 0.72% | 4.11% | -5.14% | 32.46% | 18.71% | 30.13% | 39.35% | $35.60B |
| Median | 6.7% | 0.40% | 0.72% | 0.30% | 1.24% | 0.99% | -10.54% | 22.80% | 23.09% | 14.22% | 21.46% | $34.87B |
| Std Dev | 0.0% | 1.52% | 5.64% | 6.20% | 2.58% | 25.97% | 25.57% | 36.75% | 35.78% | 54.21% | 92.26% | $24.37B |
| Min | 6.7% | -2.48% | -5.33% | -14.58% | -3.88% | -48.40% | -51.03% | -21.90% | -53.18% | -55.17% | -82.65% | $246.7M |
| Max | 6.7% | 3.44% | 18.02% | 15.11% | 5.81% | 55.12% | 44.15% | 107.10% | 91.62% | 171.91% | 291.72% | $79.96B |
| % Positive Tickers | 53.33% | 53.33% | 53.33% | 66.67% | 53.33% | 40.00% | 80.00% | 73.33% | 66.67% | 60.00% |
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