
6301.T+48.36%7.5%

AHT.LSE+2.57%7.5%

CAT+47.09%7.5%

CNH+43.98%7.5%

DE+48.21%7.5%

EQPT-27.63%7.5%

ESE+33.32%7.5%

HEES0.00%7.5%

HRI-8.12%7.5%

MTW+93.66%7.5%

OSK+9.44%7.5%

SWK+19.82%7.5%

URI+30.74%7.5%

NVVE0.00%2.1%
As of Oct 2, 2026, 9:55 PM ET
Data Centers '25: Equipment & Rentals Constituents
Ashtead Group plcAHT.LSE | 7.5% | 0.00% | -1.09% | -2.35% | 0.00% | 2.57% | -2.15% | 29.21% | 4.57% | -3.86% | -2.18% | $29.16B |
Caterpillar Inc.CAT | 7.5% | 2.31% | 4.29% | 6.36% | 1.97% | 47.09% | 13.44% | 153.97% | 71.77% | 119.63% | 369.97% | $389.43B |
CNH Industrial N.V.CNH | 7.5% | 4.82% | -2.89% | -2.75% | 3.31% | 43.98% | 7.93% | 7.58% | 22.46% | 23.81% | 0.25% | $16.70B |
Deere & CompanyDE | 7.5% | 2.96% | -1.87% | -1.20% | 3.41% | 48.21% | 9.57% | 46.53% | 49.41% | 68.72% | 109.72% | $185.45B |
EquipmentShare.com Inc.EQPT | 7.5% | 5.84% | -4.57% | -0.45% | 1.43% | -27.63% | -38.90% | -27.63% | -27.63% | -24.49% | -24.49% | $4.67B |
ESCO Technologies Inc.ESE | 7.5% | 1.86% | -0.50% | -2.40% | -3.49% | 33.32% | -6.06% | 62.31% | 23.49% | 119.72% | 253.89% | $7.12B |
H&E Equipment Services, Inc.HEES | 7.5% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -9.93% | 32.90% | $1.61B |
Herc Holdings Inc.HRI | 7.5% | 4.94% | -5.37% | -1.05% | 3.39% | -8.12% | -2.48% | -3.03% | 10.18% | -9.13% | -12.95% | $4.63B |
Komatsu Ltd.6301.T | 7.5% | -1.24% | 6.62% | 1.83% | -1.24% | 48.36% | -1.53% | 59.03% | 36.39% | 72.39% | 98.94% | $42.32B |
Oshkosh CorpOSK | 7.5% | 2.32% | -0.39% | -10.07% | 5.10% | 9.44% | -19.13% | 43.54% | 6.09% | 35.84% | 34.34% | $8.26B |
Stanley Black & Decker, Inc.SWK | 7.5% | 1.95% | -3.40% | -8.14% | -0.66% | 19.82% | 2.90% | 18.49% | 20.21% | -11.06% | -39.75% | $13.79B |
The Manitowoc Company, Inc.MTW | 7.5% | 3.66% | 2.70% | 14.84% | 3.66% | 93.66% | 57.42% | 159.73% | 125.22% | 150.22% | 3.11% | $833.8M |
United Rentals, Inc.URI | 7.5% | 4.54% | 1.44% | 7.99% | 2.32% | 30.74% | 25.96% | 64.48% | 8.17% | 38.18% | 211.00% | $67.29B |
Nuvve Holding Corp.NVVE | 2.1% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -95.37% | $22.40B |
| Theme return | — | 2.56% | -0.38% | 0.71% | 1.79% | 29.24% | 5.87% | 50.07% | 30.07% | 44.48% | 70.85% | — |
| Average | 7.1% | 2.43% | -0.36% | 0.19% | 1.37% | 24.39% | 3.36% | 43.87% | 25.02% | 40.72% | 67.10% | $56.69B |
| Median | 7.5% | 2.32% | -0.44% | -0.75% | 1.70% | 25.28% | 0.00% | 36.38% | 15.20% | 29.82% | 18.00% | $15.25B |
| Std Dev | 1.4% | 2.10% | 3.21% | 6.07% | 2.28% | 30.04% | 20.85% | 53.37% | 36.14% | 54.90% | 124.89% | $103.29B |
| Min | 2.1% | -1.24% | -5.37% | -10.07% | -3.49% | -27.63% | -38.90% | -27.63% | -27.63% | -24.49% | -95.37% | $833.8M |
| Max | 7.5% | 5.84% | 6.62% | 14.84% | 5.10% | 93.66% | 57.42% | 159.73% | 125.22% | 150.22% | 369.97% | $389.43B |
| % Positive Tickers | 71.43% | 28.57% | 28.57% | 57.14% | 71.43% | 42.86% | 71.43% | 78.57% | 57.14% | 64.29% |