Theme
Industry-Specific Software '24: Transportation & Logistics Software☆
10 tickers$52.91B market cap
10D rank10D#287of 1,239 themes/1,239#5of 12 in Industry-Specific Software/12 Industry-Specific Software

DSG.TO-13.11%15.0%

WTC.AU-61.02%15.0%

IOT+3.73%14.0%

SAAS.LSE-58.58%11.0%

KARO+9.21%10.0%

AIOT-46.95%9.0%

QTX.LSE-20.28%8.0%

ERD.AU-63.13%7.0%

MANH+0.84%6.0%

CRGO-73.60%5.0%
As of Oct 2, 2026, 9:55 PM ET
Industry-Specific Software '24: Transportation & Logistics Software Constituents
The Descartes Systems Group Inc.DSG.TO | 15.0% | -1.20% | 1.72% | 2.26% | -1.18% | -8.61% | 21.24% | -23.44% | -13.11% | -20.45% | -0.87% | $6.85B |
WiseTech Global LimitedWTC.AU | 15.0% | 6.67% | -0.35% | -14.20% | 6.67% | -49.19% | -31.39% | -56.06% | -61.02% | -74.66% | -39.04% | $7.81B |
Samsara Inc.IOT | 14.0% | 2.70% | 6.09% | 10.33% | 1.37% | 14.50% | 40.45% | 6.82% | 3.73% | -10.08% | 66.48% | $23.73B |
Microlise Group plcSAAS.LSE | 11.0% | 9.00% | 12.30% | 6.44% | 9.00% | -41.04% | -27.54% | -47.37% | -58.58% | -50.64% | -70.09% | $83.7M |
Karooooo Ltd.KARO | 10.0% | -1.25% | -3.29% | -4.86% | 1.22% | 38.35% | 33.31% | 53.86% | 9.21% | 63.69% | 133.67% | $1.85B |
PowerFleet, Inc.AIOT | 9.0% | 0.36% | -6.54% | -7.17% | -0.54% | -47.65% | -21.99% | -50.62% | -46.95% | -43.57% | -58.18% | $377.2M |
Quartix Technologies PlcQTX.LSE | 8.0% | 0.00% | -1.09% | -3.42% | 0.00% | -16.10% | -16.19% | 24.00% | -20.28% | 59.70% | -47.27% | $144.4M |
EROAD LimitedERD.AU | 7.0% | 0.00% | -8.96% | -6.92% | 0.00% | -23.81% | 1.91% | 1.62% | -63.13% | -19.87% | -83.85% | $102.6M |
Manhattan Associates, Inc.MANH | 6.0% | 0.00% | -1.95% | -6.33% | -0.54% | 17.16% | 49.93% | 13.51% | 0.84% | -26.37% | 31.13% | $11.90B |
Freightos Limited Ordinary sharesCRGO | 5.0% | 7.94% | -6.14% | -20.37% | 7.94% | -57.39% | -26.40% | -60.83% | -73.60% | -28.53% | -90.06% | $50.2M |
| Theme return | — | 2.49% | 0.36% | -2.91% | 2.21% | -14.12% | 6.24% | -8.44% | -28.17% | -10.50% | 18.83% | — |
| Average | 10.0% | 2.42% | -0.82% | -4.42% | 2.39% | -17.38% | 2.33% | -13.85% | -32.29% | -15.08% | -15.81% | $5.29B |
| Median | 9.5% | 0.18% | -1.52% | -5.60% | 0.61% | -19.95% | -7.14% | -10.91% | -33.61% | -23.41% | -43.15% | $1.12B |
| Std Dev | 3.5% | 3.75% | 6.01% | 8.65% | 3.70% | 30.86% | 29.71% | 37.40% | 30.03% | 42.20% | 69.25% | $7.32B |
| Min | 5.0% | -1.25% | -8.96% | -20.37% | -1.18% | -57.39% | -31.39% | -60.83% | -73.60% | -74.66% | -90.06% | $50.2M |
| Max | 15.0% | 9.00% | 12.30% | 10.33% | 9.00% | 38.35% | 49.93% | 53.86% | 9.21% | 63.69% | 133.67% | $23.73B |
| % Positive Tickers | 50.00% | 30.00% | 30.00% | 50.00% | 30.00% | 50.00% | 50.00% | 30.00% | 20.00% | 30.00% |