6301.T+39.90%7.5%
AHT.LSE+8.19%7.5%
CAT+103.66%7.5%
CNH-13.12%7.5%
DE+20.08%7.5%
EQPT-18.41%7.5%
ESE+70.65%7.5%
HEES0.00%7.5%
HRI+46.21%7.5%
MTW+14.27%7.5%
OSK+11.58%7.5%
SWK+53.04%7.5%
URI+35.19%7.5%
NVVE-99.77%2.1%
As of Aug 6, 2026, 4:25 AM ET
Data Centers '25: Equipment & Rentals Constituents
Ashtead Group plcAHT.LSE | 7.5% | 0.00% | 1.17% | 1.04% | 0.07% | 4.86% | 0.03% | 32.09% | 8.19% | $29.63B |
Caterpillar Inc.CAT | 7.5% | -0.62% | -1.99% | -10.19% | 6.91% | 52.06% | 17.27% | 162.54% | 103.66% | $401.25B |
CNH Industrial N.V.CNH | 7.5% | -3.83% | -3.23% | -0.74% | 5.27% | 17.03% | -12.28% | -12.56% | -13.12% | $13.38B |
Deere & CompanyDE | 7.5% | -0.87% | -2.57% | -3.66% | 3.26% | 31.45% | -2.81% | 29.96% | 20.08% | $165.20B |
EquipmentShare.com Inc.EQPT | 7.5% | 0.15% | 3.15% | 6.39% | 6.61% | -18.41% | -31.12% | -18.41% | -18.41% | $5.04B |
ESCO Technologies Inc.ESE | 7.5% | 0.42% | -0.05% | -4.36% | 3.91% | 67.68% | 18.15% | 104.13% | 70.65% | $8.49B |
H&E Equipment Services, Inc.HEES | 7.5% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | $1.61B |
Herc Holdings Inc.HRI | 7.5% | -1.15% | 3.84% | 24.43% | 12.45% | 13.78% | 20.77% | 20.09% | 46.21% | $5.64B |
Komatsu Ltd.6301.T | 7.5% | 3.54% | 13.05% | 9.47% | 2.33% | 43.14% | -4.99% | 53.44% | 39.90% | $40.63B |
Oshkosh CorpOSK | 7.5% | -2.49% | -1.50% | 5.96% | 7.30% | 21.63% | -10.12% | 59.53% | 11.58% | $9.53B |
Stanley Black & Decker, Inc.SWK | 7.5% | 0.85% | 13.16% | 11.57% | 9.19% | 39.03% | 19.40% | 37.49% | 53.04% | $16.05B |
The Manitowoc Company, Inc.MTW | 7.5% | -1.38% | -0.84% | 10.64% | 2.89% | 18.85% | -3.39% | 59.40% | 14.27% | $511.7M |
United Rentals, Inc.URI | 7.5% | 1.04% | 1.79% | 5.67% | 7.67% | 43.58% | 38.34% | 80.63% | 35.19% | $72.33B |
Nuvve Holding Corp.NVVE | 2.1% | 0.01% | -62.50% | -81.59% | -9.99% | -98.03% | -95.24% | -99.88% | -99.77% | $14,224 |
| Theme return | — | -0.33% | 0.64% | 3.14% | 4.60% | 21.72% | 1.03% | 33.17% | 18.13% | — |
| Average | 7.1% | -0.31% | -2.61% | -1.81% | 4.13% | 16.90% | -3.28% | 36.32% | 19.39% | $54.95B |
| Median | 7.5% | 0.00% | -0.02% | 3.36% | 4.59% | 20.24% | -1.40% | 34.79% | 17.17% | $11.45B |
| Std Dev | 1.4% | 1.66% | 17.34% | 23.59% | 5.15% | 38.58% | 30.58% | 59.42% | 45.92% | $105.03B |
| Min | 2.1% | -3.83% | -62.50% | -81.59% | -9.99% | -98.03% | -95.24% | -99.88% | -99.77% | $14,224 |
| Max | 7.5% | 3.54% | 13.16% | 24.43% | 12.45% | 67.68% | 38.34% | 162.54% | 103.66% | $401.25B |
| % Positive Tickers | 42.86% | 42.86% | 57.14% | 85.71% | 78.57% | 42.86% | 71.43% | 71.43% |
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About this theme
Data Centers '25: Equipment & Rentals tracks 14 publicly listed stocks in this theme. Sample tickers: 6301.T, AHT.LSE, CAT, CNH, DE, EQPT, ESE, HEES, HRI, MTW, NVVE, OSK, and 2 more. Use the table below for the full list.