themes / ecommerce-logistics · horizon 3-10 years · 17 companies
E-commerce & Logistics
Online share gains and the logistics network that serves them.
Trend vs pricing
Trend (reality)
44
company trend 54 · related-ETF flow 15 · growth 53
Market pricing
56
Expectations gap-12
Human needs
conveniencetime
Related ETFs
IYTXLRE
Constraint chain
Trend → Constraint → Required solution
No constraint chain defined for this theme.
Attention
49
blend of per-source scores · breadth 0
Per-source scores
Wikipedia 49App Store —YouTube —
Rising queries
temu logintemu customer servicetemu apptemu coupon codetemu jet boattemu reviewstemu websitetemu couchtemu com my ordersamazon prime videoamazon prime daysamazon prime login
Wikipedia · 5 articles
7d avg pageviews11765
vs 28d+0.4%
vs 1y-1.1%
z vs own history-0.07
Amazon (company)TemuSheinShopifyE-commerce
Apps · GitHub · YouTube
Temu#16
Shop#16
Amazon#36
Walmart#41
Shein#68
eBay#92
Targetnot in top-100
Etsynot in top-100
GitHub repos—
YouTube videos / day47.5
Measured over50 videos · 25.3 h
YouTube vs 28d— (12 of 21 days of history)
Newest YouTube uploads for this theme
- · Amazon Haul Unboxing 📦
- · Gorgeous polka dot dress🤍 #shopping #dress #haul #review #recommendations #amazon #myntra #viral
- · #amazonhaul #amazon
- · Amazon Kitchen Finds 🛍️Aesthetic Kitchen Haul |Great Indian Festival 2026 @amazon @amazonhomeindia
- · Amazon Haul: 3 Suit Sets, Kaunsa Best? 😍 | Kurti Wali Ira #shorts
Member companies
Sorted by effective exposure (weight × order decay)
| Ticker | Name | Weight | Order | Reality | Pricing | Gap | Growth | Quality | Value |
|---|---|---|---|---|---|---|---|---|---|
| AMZN | Amazon | 50% | 1 | 55 | 65 | -10 | 59 | 42 | 41 |
| EBAY | eBay Inc. | 50% | 1 | 66 | 75 | -9 | 68 | 70 | 29 |
| CHRW | C.H. Robinson | 40% | 1 | 50 | 35 | +15 | 42 | 47 | 56 |
| JBHT | J.B. Hunt | 40% | 1 | 62 | 44 | +18 | 63 | 57 | 59 |
| ODFL | Old Dominion | 40% | 1 | 56 | 53 | +3 | 45 | 68 | 33 |
| PLD | Prologis | 60% | 2 | 34 | 61 | -27 | 33 | 42 | 34 |
| DASH | DoorDash | 30% | 1 | 68 | 63 | +5 | 72 | 64 | 28 |
| UPS | United Parcel Service | 40% | 2 | 42 | 32 | +10 | 40 | 42 | 75 |
| FDX | FedEx | 40% | 2 | 54 | 36 | +18 | 61 | 39 | 84 |
| WMT | Walmart | 20% | 1 | 39 | 59 | -20 | 35 | 42 | 38 |
| CVNA | Carvana | 30% | 2 | 65 | 55 | +10 | 83 | 41 | 15 |
| EXPD | Expeditors International | 30% | 2 | 62 | 73 | -11 | 56 | 68 | 41 |
| NSC | Norfolk Southern | 30% | 2 | 35 | 65 | -30 | 30 | 35 | 36 |
| ZBRA | Zebra Technologies | 25% | 2 | 58 | 63 | -5 | 57 | 53 | 63 |
| UNP | Union Pacific | 20% | 2 | 48 | 60 | -12 | 40 | 55 | 48 |
| PKG | Packaging Corporation of America | 20% | 3 | 46 | 63 | -17 | 53 | 33 | 40 |
| IP | International Paper | 15% | 3 | 24 | 38 | -14 | 41 | 9 | 49 |