Theme
Supply Shock in MidEast Short '26: Global Logistics☆
15 tickers$537.37B market cap
10D rank10D#489of 1,239 themes/1,239#5of 5 in Supply Shock in MidEast Short/5 Supply Shock in MidEast Short

AAL+13.39%6.7%

BPOST.BR-52.25%6.7%

CCL-9.99%6.7%

DAL+46.20%6.7%

DHL.XETRA+41.51%6.7%

EXPD+62.47%6.7%

FDX+19.68%6.7%

GXO-10.41%6.7%

KNIN.SW+41.25%6.7%

MAERSK-B.CO+80.31%6.7%

NCLH-38.38%6.7%

ODFL+29.58%6.7%

UAL+19.16%6.7%

UPS+8.75%6.7%

XPO+46.71%6.7%
As of Oct 2, 2026, 9:55 PM ET
Supply Shock in MidEast Short '26: Global Logistics Constituents
A.P. Møller - Mærsk A/SMAERSK-B.CO | 6.7% | 0.00% | 1.81% | 8.52% | 1.54% | 54.91% | 43.95% | 106.82% | 80.31% | 163.79% | 144.77% | $53.30B |
American Airlines Group Inc.AAL | 6.7% | -1.45% | -4.78% | -1.14% | -1.29% | -15.46% | -0.84% | 22.38% | 13.39% | 19.59% | -40.23% | $8.57B |
bpost NV/SABPOST.BR | 6.7% | 0.00% | -6.54% | -15.69% | -0.36% | -47.38% | -50.07% | -20.37% | -52.25% | -54.32% | -82.13% | $252.2M |
Carnival Corporation & plcCCL | 6.7% | 2.75% | 15.31% | 8.21% | 2.47% | -14.97% | -18.07% | 29.70% | -9.99% | 50.16% | -0.20% | $35.28B |
Delta Air Lines, Inc.DAL | 6.7% | -0.05% | -0.56% | 6.80% | -0.81% | 20.24% | 27.02% | 92.41% | 46.20% | 78.14% | 88.67% | $55.30B |
Deutsche Post AGDHL.XETRA | 6.7% | 1.76% | -4.38% | 1.04% | 1.76% | 17.03% | 8.65% | 57.90% | 41.51% | 58.94% | 22.60% | $71.47B |
Expeditors International of Washington, Inc.EXPD | 6.7% | 2.52% | 6.63% | 7.40% | 6.50% | 34.18% | 37.86% | 65.16% | 62.47% | 59.06% | 73.74% | $25.17B |
FedEx CorporationFDX | 6.7% | 1.15% | -2.01% | -8.38% | 1.02% | 0.39% | -25.06% | 19.81% | 19.68% | 13.39% | 41.79% | $68.69B |
GXO Logistics, Inc.GXO | 6.7% | 1.31% | 5.31% | 3.95% | 4.87% | -8.43% | -23.29% | 20.17% | -10.41% | -5.62% | -41.82% | $5.36B |
Kuehne + Nagel International AGKNIN.SW | 6.7% | 1.81% | -4.11% | 2.95% | 1.81% | 25.07% | 15.80% | 23.00% | 41.25% | 8.34% | -4.51% | $32.16B |
Norwegian Cruise Line Holdings Ltd.NCLH | 6.7% | 3.42% | 6.47% | -2.76% | 3.42% | -32.17% | -38.93% | -22.36% | -38.38% | -22.12% | -46.52% | $6.95B |
Old Dominion Freight Line, Inc.ODFL | 6.7% | 1.34% | 2.75% | -2.89% | 2.30% | 16.19% | -10.27% | 7.11% | 29.58% | -5.36% | 28.25% | $37.53B |
United Airlines Holdings, Inc.UAL | 6.7% | 0.65% | -1.92% | 4.29% | 1.09% | 1.06% | 6.30% | 58.33% | 19.16% | 102.28% | 119.15% | $36.52B |
United Parcel Service, Inc.UPS | 6.7% | -0.94% | -2.93% | -9.66% | -0.88% | -6.18% | -19.75% | -12.54% | 8.75% | -24.33% | -39.08% | $79.02B |
XPO Logistics, Inc.XPO | 6.7% | 3.54% | 4.74% | 0.06% | 3.54% | 36.92% | -11.58% | 67.18% | 46.71% | 75.64% | 287.40% | $21.79B |
| Theme return | — | -1.19% | -1.05% | 0.38% | -1.20% | -5.26% | 5.34% | -38.68% | -18.82% | -34.95% | -42.26% | — |
| Average | 6.7% | 1.19% | 1.05% | 0.18% | 1.80% | 5.43% | -3.89% | 34.31% | 19.87% | 34.51% | 36.79% | $35.82B |
| Median | 6.7% | 1.31% | -0.56% | 1.04% | 1.76% | 1.06% | -10.27% | 23.00% | 19.68% | 19.59% | 22.60% | $35.28B |
| Std Dev | 0.0% | 1.45% | 5.68% | 6.89% | 2.12% | 26.52% | 26.31% | 37.98% | 35.09% | 55.05% | 92.24% | $24.49B |
| Min | 6.7% | -1.45% | -6.54% | -15.69% | -1.29% | -47.38% | -50.07% | -22.36% | -52.25% | -54.32% | -82.13% | $252.2M |
| Max | 6.7% | 3.54% | 15.31% | 8.52% | 6.50% | 54.91% | 43.95% | 106.82% | 80.31% | 163.79% | 287.40% | $79.02B |
| % Positive Tickers | 66.67% | 46.67% | 60.00% | 73.33% | 60.00% | 40.00% | 80.00% | 73.33% | 66.67% | 53.33% |