CHWY-30.83%12.5%
CPNG-43.04%12.5%
JMIA+28.17%12.5%
MELI-17.03%12.5%
RH-8.32%12.5%
SE-22.12%12.5%
SFIX-14.70%12.5%
SHOP-6.88%12.5%
As of Aug 6, 2026, 4:25 AM ET
Infra Built in ZIRP '25: Network-Effect Marketplace Constituents
Chewy, Inc.CHWY | 12.5% | -0.29% | 15.20% | 12.87% | 6.33% | -27.29% | -12.36% | -29.32% | -30.83% | $9.95B |
Coupang, Inc.CPNG | 12.5% | -4.65% | 3.23% | -16.45% | -2.14% | -32.17% | -16.14% | -28.86% | -43.04% | $28.72B |
Jumia Technologies AGJMIA | 12.5% | -4.24% | 0.17% | -17.67% | -1.34% | -53.00% | -28.68% | 166.82% | 28.17% | $363.5M |
MercadoLibre, Inc.MELI | 12.5% | 1.80% | 6.72% | 6.47% | 2.38% | -4.55% | 9.39% | -0.59% | -17.03% | $97.47B |
RhRH | 12.5% | 3.77% | 11.91% | 15.56% | 17.99% | 9.01% | 17.86% | -21.68% | -8.32% | $3.69B |
Sea LimitedSE | 12.5% | 3.11% | 14.91% | 9.44% | 7.65% | -9.92% | 5.96% | -14.62% | -22.12% | $68.99B |
Shopify Inc.SHOP | 12.5% | 16.98% | 26.80% | 20.06% | 23.12% | -10.39% | 19.47% | 43.31% | -6.88% | $187.17B |
Stitch Fix, Inc.SFIX | 12.5% | -3.06% | 15.08% | 7.29% | 2.49% | -21.52% | 23.72% | 20.82% | -14.70% | $549.7M |
| Theme return | — | 1.68% | 11.75% | 5.16% | 6.10% | -16.41% | 4.42% | 21.94% | -7.18% | — |
| Average | 12.5% | 1.68% | 11.75% | 4.70% | 7.06% | -18.73% | 2.40% | 16.99% | -14.34% | $49.61B |
| Median | 12.5% | 0.76% | 13.41% | 8.37% | 4.41% | -15.95% | 7.68% | -7.60% | -15.86% | $19.34B |
| Std Dev | 0.0% | 6.54% | 7.84% | 13.23% | 8.49% | 17.87% | 17.94% | 61.45% | 19.57% | $61.79B |
| Min | 12.5% | -4.65% | 0.17% | -17.67% | -2.14% | -53.00% | -28.68% | -29.32% | -43.04% | $363.5M |
| Max | 12.5% | 16.98% | 26.80% | 20.06% | 23.12% | 9.01% | 23.72% | 166.82% | 28.17% | $187.17B |
| % Positive Tickers | 50.00% | 100.00% | 75.00% | 75.00% | 12.50% | 62.50% | 37.50% | 12.50% |
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About this theme
Infra Built in ZIRP '25: Network-Effect Marketplace tracks 8 publicly listed stocks in this theme: CHWY, CPNG, JMIA, MELI, RH, SE, SFIX, SHOP. See the constituent table for details.