CRCT+7.05%12.5%
CVNA-2.12%12.5%
DASH-19.69%12.5%
DKNG-52.03%12.5%
FTDR+34.19%12.5%
PTON-7.78%12.5%
RBLX-73.02%12.5%
TOST-24.25%12.5%
As of Aug 6, 2026, 4:25 AM ET
Infra Built in ZIRP '25: Digital Consumer Service Constituents
Carvana Co.CVNA | 12.5% | 2.12% | 14.91% | -1.29% | 11.41% | -17.69% | 3.95% | 53.49% | -2.12% | $76.21B |
Cricut, Inc.CRCT | 12.5% | 22.87% | 36.10% | 40.51% | 29.42% | 22.63% | 41.16% | 13.88% | 7.05% | $1.27B |
DoorDash, Inc.DASH | 12.5% | 2.42% | 19.87% | 9.98% | 5.66% | -8.48% | 17.45% | 9.52% | -19.69% | $90.31B |
DraftKings Inc.DKNG | 12.5% | -7.84% | -5.43% | -16.98% | -7.33% | -36.85% | -8.72% | -36.80% | -52.03% | $10.80B |
Frontdoor, Inc.FTDR | 12.5% | -0.48% | 6.84% | -3.40% | 5.16% | 32.40% | 11.39% | 92.54% | 34.19% | $5.36B |
Peloton Interactive, Inc.PTON | 12.5% | -1.36% | 7.24% | 11.07% | 2.03% | 5.84% | 62.19% | 3.33% | -7.78% | $2.72B |
Roblox CorporationRBLX | 12.5% | -2.19% | -23.89% | -36.54% | 1.66% | -55.34% | -47.29% | -41.26% | -73.02% | $25.85B |
Toast, Inc.TOST | 12.5% | 2.93% | 19.83% | 18.05% | 7.84% | -2.00% | 27.43% | -2.47% | -24.25% | $20.18B |
| Theme return | — | 2.31% | 9.43% | 1.96% | 6.54% | -6.47% | 12.89% | 18.35% | -15.18% | — |
| Average | 12.5% | 2.31% | 9.43% | 2.68% | 6.98% | -7.44% | 13.44% | 11.53% | -17.21% | $29.09B |
| Median | 12.5% | 0.82% | 11.08% | 4.35% | 5.41% | -5.24% | 14.42% | 6.43% | -13.74% | $15.49B |
| Std Dev | 0.0% | 8.42% | 16.96% | 21.70% | 9.92% | 27.30% | 30.88% | 41.41% | 31.48% | $32.45B |
| Min | 12.5% | -7.84% | -23.89% | -36.54% | -7.33% | -55.34% | -47.29% | -41.26% | -73.02% | $1.27B |
| Max | 12.5% | 22.87% | 36.10% | 40.51% | 29.42% | 32.40% | 62.19% | 92.54% | 34.19% | $90.31B |
| % Positive Tickers | 50.00% | 75.00% | 50.00% | 87.50% | 37.50% | 75.00% | 62.50% | 25.00% |
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About this theme
Infra Built in ZIRP '25: Digital Consumer Service tracks 8 publicly listed stocks in this theme: CRCT, CVNA, DASH, DKNG, FTDR, PTON, RBLX, TOST. See the constituent table for details.