Menu

Market Cap Distribution

Price Performance Heatmap

5Y Price (Market Cap Weighted)

All Stocks (1353)

%
Company Market Cap Price
NVDA NVIDIA Corporation 75%
Robotics & automation applications powered by NVIDIA's AI compute and software stack.
$4.47T
$183.16
-5.35%
AMZN Amazon.com, Inc. 90%
Amazon provides extensive logistics and supply chain services as a core business capability.
$2.30T
$216.37
-4.35%
TSLA Tesla, Inc. 85%
Tesla develops robotics technology and Optimus humanoid robots as a line of products/services.
$1.33T
$413.49
-5.28%
BRK-A Berkshire Hathaway Inc. 92%
BNSF is Berkshire's wholly-owned railroad subsidiary; rail transportation is a core operating business.
$1.07T
$494.10
+0.07%
WMT Walmart Inc. 70%
Logistics & Supply Chain encompasses Walmart's in-house distribution, fulfillment, and delivery networks.
$812.73B
$101.84
-0.21%
COST Costco Wholesale Corporation 85%
Costco provides logistics and supply chain capabilities to fulfill online and big-item deliveries.
$412.44B
$930.01
-1.53%
BABAF Alibaba Group Holding Limited 80%
Cainiao and the broader logistics network support e-commerce and quick-commerce growth.
$394.29B
$19.90
-2.93%
HD The Home Depot, Inc. 75%
HD supplies Electrical Equipment including electrical supplies and components for projects.
$373.84B
$375.75
-1.19%
BABA Alibaba Group Holding Limited 80%
Logistics and supply chain services underpin rapid scale of quick commerce within Alibaba's ecosystem.
$369.42B
$159.01
-6.48%
ASML ASML Holding N.V. 75%
ASML's lithography systems are industrial machinery used in manufacturing; tagging as Industrial Machinery reflects its core hardware manufacturing.
$368.11B
$936.19
-3.55%
GE GE Aerospace 95%
GE Aerospace directly manufactures engines and composite components (e.g., GE9X, GEnx) and related airframe/engine parts.
$310.84B
$291.49
-2.51%
CAT Caterpillar Inc. 95%
Caterpillar's core product line is construction equipment (exca vators, bulldozers, loaders, etc.).
$221.29B
$464.51
-1.12%
LIN Linde plc 60%
Linde engages in large-scale gas project development with EPC-type capabilities (engineering, procurement, construction) for major gas facilities.
$213.88B
$453.82
-0.93%
TMO Thermo Fisher Scientific Inc. 95%
Bioprocessing Equipment (e.g., single-use bioreactors) is a core Thermo Fisher offering for biopharma production.
$198.11B
$524.80
-1.88%
UBER Uber Technologies, Inc. 90%
Uber operates a global on-demand platform spanning mobility, delivery, and freight, i.e., a comprehensive Logistics & Supply Chain ecosystem.
$195.32B
$93.40
-3.01%
SNEJF Sony Group Corporation 60%
Gaming Equipment encompasses hardware used for gaming (e.g., consoles) and related gaming hardware.
$174.30B
$28.57
-6.54%
PDD PDD Holdings Inc. 65%
Logistics & Supply Chain services supporting last-mile delivery, fulfillment, and regional logistics for merchants.
$172.23B
$124.27
-4.60%
AMAT Applied Materials, Inc. 65%
AMAT is a major supplier of industrial machinery in the semiconductor manufacturing equipment space.
$168.48B
$209.95
-4.87%
GEV GE Vernova Inc. 92%
GE Vernova manufactures electrical equipment and power infrastructure products (e.g., gas turbines and grid-related equipment).
$165.01B
$604.56
-4.04%
ACN Accenture plc 60%
Scientific & Engineering Consulting aligns with Accenture's professional services that provide advanced scientific/engineering analysis and risk assessment for safety-critical products and systems.
$163.99B
$240.94
-4.25%
BA The Boeing Company 92%
Boeing designs and manufactures aerospace parts and components, including airframe structures and systems.
$158.89B
$210.73
-2.89%
ISRG Intuitive Surgical, Inc. 90%
Robotics & automation is a primary investable theme given Intuitive's robotic surgical systems and ecosystem.
$153.97B
$429.59
-3.26%
APH Amphenol Corporation 75%
Produces electrical equipment such as power interconnects and distribution components (busbars) used in electronic systems.
$147.21B
$121.70
-4.22%
DHR Danaher Corporation 92%
Bioprocessing Equipment includes platforms like Xcellerex X-platform bioreactors used for cell culture and biologics manufacturing.
$144.89B
$202.46
-1.20%
ETN Eaton Corporation plc 95%
Core product category: Electrical Equipment including transformers, switchgear, and power distribution gear.
$144.42B
$369.08
-2.71%
ABBNY ABB Ltd 95%
ABB directly manufactures electrical equipment such as circuit breakers, switchgear, and power distribution components central to electrification and automation.
$140.98B
$71.99
-1.51%
SYK Stryker Corporation 85%
Robotics & Automation - robotic surgery and related automation platforms (e.g., Mako system).
$139.34B
$364.60
-1.54%
UNP Union Pacific Corporation 95%
Union Pacific's core business is operating a vast railroad network that provides freight transportation services across Bulk, Industrial, and Premium segments.
$134.70B
$225.45
-3.05%
LOW Lowe's Companies, Inc. 65%
Lowe's provides delivery and logistics capabilities to support omnichannel sales.
$133.15B
$234.67
-1.23%
HON Honeywell International Inc. 95%
Honeywell directly manufactures and sells aerospace parts and avionics components.
$129.12B
$200.91
-1.98%
MELI MercadoLibre, Inc. 80%
Logistics & supply chain capabilities underpin delivery, fulfillment, and last-mile services.
$125.14B
$2499.29
+1.25%
DE Deere & Company 95%
Deere directly manufactures Agricultural Equipment (tractors, harvesters, etc.).
$124.78B
$460.75
-0.35%
MDT Medtronic plc 70%
Robotics & Automation captures MDT's surgical robotics capabilities (e.g., Hugo) and automation-enabled procedures.
$122.30B
$95.45
-1.27%
DASH DoorDash, Inc. 90%
DoorDash provides last-mile delivery and logistics management as a platform for merchants and consumers.
$111.05B
$262.08
+1.39%
SE Sea Limited 88%
Sea's integrated logistics capabilities (SPX Express) support its e-commerce platform and reduce costs.
$103.66B
$180.82
-3.10%
PLD Prologis, Inc. 85%
Direct provider of warehousing space through owned/leased facilities and related services.
$103.21B
$111.23
-3.08%
CVS CVS Health Corporation 92%
CVS is a leading pharmaceutical distributor to CVS Pharmacy stores and customers, underpinning the drug supply and reimbursement ecosystem.
$98.55B
$77.90
-0.33%
RACE Ferrari N.V. 65%
Ferrari's Hypersail project indicates involvement in Marine Vessel Manufacturing.
$96.46B
$395.72
-4.01%
MCK McKesson Corporation 95%
Pharmaceutical Distribution is McKesson's core business, providing large-scale wholesale distribution of medicines and healthcare products.
$95.72B
$765.08
-0.68%
TT Trane Technologies plc 95%
Core product category: HVAC equipment for commercial, residential, and transport refrigeration.
$92.36B
$414.14
-1.59%
PH Parker-Hannifin Corporation 92%
Parker-Hannifin directly manufactures Aerospace Parts & Components, including airframe structures and avionics integration through its acquired aerospace business.
$91.57B
$716.66
-3.17%
NOC Northrop Grumman Corporation 85%
Aerospace Parts & Components cover airframes, avionics, and defense systems components including stealth and weaponized platforms.
$89.74B
$623.49
-1.56%
GD General Dynamics Corporation 95%
Defense Contractors responsible for design, build, service of military ships, subs, weapons.
$89.36B
$332.94
-2.32%
WM Waste Management, Inc. 95%
Core business: waste collection, transfer, disposal, and landfill operations.
$88.23B
$219.25
+0.64%
ORLY O'Reilly Automotive, Inc. 60%
ORLY functions as an industrial distribution player with a nationwide distribution network.
$87.32B
$102.15
+2.23%
RCL Royal Caribbean Cruises Ltd. 75%
Royal Caribbean operates cruise ships and provides marine passenger transportation, aligning with Shipping & Marine.
$82.72B
$304.62
-0.77%
MMM 3M Company 92%
3M directly manufactures and sells Personal Protective Equipment (PPE), including respirators and related safety gear.
$80.05B
$148.75
-2.93%
ECL Ecolab Inc. 80%
Filtration Systems aligns with Ecolab's purification and filtration offerings used in water treatment and industrial processes.
$77.14B
$272.08
-0.70%
HWM-P Howmet Aerospace Inc. 95%
Directly manufactures aerospace parts and components (e.g., turbine blades, engine hardware) essential to aircraft engines and structures.
$76.79B
$64.01
+0.09%
CTAS Cintas Corporation 75%
CTAS operates route-based logistics and distribution of uniforms, safety products, and related services to business customers.
$75.74B
$187.96
-1.70%
HWM Howmet Aerospace Inc. 92%
Howmet Aerospace directly manufactures aerospace parts and components (e.g., turbine blades, airfoils, engine components) using advanced lightweight metals.
$74.31B
$184.09
-2.47%
EMR Emerson Electric Co. 92%
Emerson's core offerings are control systems and automation machinery (DeltaV, Ovation), i.e., industrial automation equipment.
$74.20B
$131.92
-0.72%
TDG TransDigm Group Incorporated 95%
Core product category: proprietary aerospace parts and components sold to OEMs and the aftermarket.
$71.78B
$1277.99
+0.38%
ITW Illinois Tool Works Inc. 85%
Food Equipment involves manufacturing of equipment, aligning ITW's broader Industrial Machinery footprint.
$71.76B
$244.93
-1.60%
UPS United Parcel Service, Inc. 95%
UPS's core business is integrated logistics and supply chain management including parcel, freight, warehousing, and cross-border services.
$70.89B
$83.72
+1.18%
CVNA Carvana Co. 80%
Carvana provides end-to-end logistics and last-mile delivery capabilities and related supply-chain software for vehicle distribution.
$70.50B
$329.24
-8.54%
RSG Republic Services, Inc. 95%
Core business comprises waste collection, transfer, recycling and landfill operations.
$70.36B
$225.16
+1.49%
CP Canadian Pacific Kansas City Ltd. 92%
CP directly operates as a railroad company, providing freight rail transportation services across a tri-national network.
$69.91B
$74.90
-1.85%
JCI Johnson Controls International plc 95%
Core product line includes YORK HVAC equipment for commercial buildings.
$69.46B
$105.55
-2.65%
AZO AutoZone, Inc. 75%
The company operates a nationwide distribution network for auto parts (industrial/MRO) and supplies to professional customers.
$68.17B
$4075.31
+2.22%
CSX CSX Corporation 95%
CSX is a major freight railroad operator delivering core rail transportation services.
$66.67B
$35.49
-2.04%
NSC Norfolk Southern Corporation 92%
Norfolk Southern directly operates freight rail transportation across an extensive network, which is the core service it provides.
$65.01B
$288.37
-2.49%
VRT Vertiv Holdings Co 80%
Electrical equipment used for power management and distribution in data center infrastructure.
$64.41B
$169.01
-5.28%
TEL TE Connectivity Ltd. 90%
Core business is electrical components and power distribution hardware (connectors, wiring components, and related equipment).
$63.63B
$214.57
-4.17%
PWR Quanta Services, Inc. 90%
Quanta provides electrical construction services and contracting for transmission, distribution, and industrial projects.
$61.89B
$417.61
-3.50%
URI United Rentals, Inc. 95%
United Rentals' core offering is construction equipment rental, a primary construction equipment product category.
$61.75B
$950.03
-3.65%
COR Cencora, Inc. 92%
COR's core business is pharmaceutical distribution and logistics; they provide supply chain and distribution services.
$61.64B
$318.00
+0.45%
KMI Kinder Morgan, Inc. 75%
Service category: logistics and transportation of energy commodities (gas), including terminal and transit services.
$60.22B
$27.10
-1.45%
CNI Canadian National Railway Company 95%
CN operates freight railroads across North America, which is its core business and revenue driver.
$59.39B
$94.45
-2.08%
CMI Cummins Inc. 90%
Cummins' Engine segment delivers diesel and natural gas engines and powertrains, a core industrial machinery product line.
$58.43B
$418.32
-1.38%
CPNG Coupang, Inc. 90%
Coupang operates an integrated logistics and fulfillment network (Rocket Delivery/FLC), a core service underpinning its e-commerce platform.
$56.70B
$31.23
-3.79%
AXON Axon Enterprise, Inc. 85%
Axon’s drone-related initiatives (Sky-Hero, Dedrone, Skydio partnerships) place it in Drones & UAVs.
$54.73B
$703.03
-4.11%
ROP Roper Technologies, Inc. 60%
Neptune water metering hardware aligns with electrical equipment served in instrumentation and devices.
$54.73B
$509.00
-2.25%
LHX L3Harris Technologies, Inc. 92%
L3Harris is investing in space technology, missile warning/tracking satellites, and related space infrastructure (e.g., HPTSS, SDA programs).
$54.65B
$292.34
-2.15%
BDX Becton, Dickinson and Company 60%
BD's bioprocessing equipment supports upstream/downstream processing in biopharmaceutical production.
$53.47B
$186.56
-1.50%
FDX FedEx Corporation 95%
FedEx's core global logistics network and services across air, ground, and international shipping.
$52.99B
$224.63
-5.82%
FAST Fastenal Company 92%
Fastenal is primarily an industrial distributor supplying a broad catalog of MRO products to customers nationwide.
$52.52B
$45.78
-2.72%
JDCMF JD.com, Inc. 88%
JD runs its own logistics network (JD Logistics), enabling end-to-end transportation, warehousing, and last-mile delivery.
$49.12B
$17.47
CARR Carrier Global Corporation 95%
Carrier's core product line is HVAC equipment including high-efficiency heating, cooling, and refrigeration systems for homes and buildings.
$48.58B
$56.66
-3.23%
GRMN Garmin Ltd. 90%
Garmin provides avionics hardware and integrated flight-deck systems (e.g., G5000 Prime, Autoland), aligning with Aerospace Parts & Components.
$47.76B
$248.03
-3.88%
JD JD.com, Inc. 90%
JD Logistics provides the in-house, self-operated logistics and fulfillment services that support its e-commerce operations.
$46.17B
$31.85
-5.98%
HMC Honda Motor Co., Ltd. 70%
HondaJet and related aerospace activities place Honda in Aerospace Parts & Components.
$46.10B
$29.84
-1.78%
FERG Ferguson plc 92%
Ferguson operates as North America's largest value-added industrial distributor, selling and distributing industrial and MRO products.
$45.64B
$231.47
-1.58%
GWW W.W. Grainger, Inc. 92%
Grainger is a broad-line industrial distributor with an extensive national distribution network (MRO), i.e., Industrial Distribution.
$45.52B
$947.56
-2.98%
WCN Waste Connections, Inc. 100%
Core business: Waste management and landfill operations including exclusive collection, transfer, and disposal services.
$44.66B
$172.85
+0.52%
BKR Baker Hughes Company 85%
Baker Hughes manufactures natural gas compression equipment used in oil and gas production and processing.
$44.62B
$45.04
-5.13%
HEI-A HEICO Corporation 95%
HEICO primarily manufactures and sells aerospace aftermarket parts and components (PMA/DER-based), the core of its FSG business and growth strategy.
$44.62B
$249.85
-3.16%
FER Ferrovial SE 92%
Ferrovial directly engages in airport operations and concessions, exemplified by JFK's New Terminal One project and Heathrow asset divestments, indicating a core airport concession business.
$43.74B
$60.22
+0.18%
SLB Schlumberger Limited 80%
ChampionX adds artificial lift capabilities, including pumps and pump systems, a core component of production optimization.
$43.14B
$31.72
-3.92%
CPRT Copart, Inc. 80%
Copart relies on and provides extensive physical logistics, storage, and transport capabilities for vehicles.
$42.43B
$43.88
-0.76%
AME AMETEK, Inc. 80%
Kern Microtechnik and ultra-precision machining capabilities position AMETEK within machine tools.
$41.39B
$179.28
-2.59%
EBAY eBay Inc. 60%
Managed shipping and logistics services are offered to sellers to streamline fulfillment.
$40.82B
$88.55
-1.57%
A Agilent Technologies, Inc. 70%
Bioprocessing equipment supports biotech manufacturing, aligning with CDMO capabilities.
$40.00B
$140.11
-0.12%
KMB Kimberly-Clark Corporation 92%
The company directly manufactures tissue paper products (e.g., Kleenex, Scott tissue).
$39.68B
$119.57
-0.52%
HNDAF Honda Motor Co., Ltd. 75%
HondaJet/aviation activities imply aerospace components, fitting Aerospace Parts & Components as a direct product area.
$39.59B
$10.16
SYY Sysco Corporation 65%
Sysco's logistics and supply chain services are core to delivering food to customers.
$38.03B
$78.45
+0.19%
ROK Rockwell Automation, Inc. 92%
Rockwell Automation's product portfolio includes robotics and automation systems (e.g., OTTO/ autonomous mobile robots) and integration of robotics into manufacturing workflows.
$37.62B
$333.75
-3.24%
CCL Carnival Corporation & plc 90%
Carnival operates cruise ships, providing passenger marine transportation and related hospitality services.
$37.54B
$25.26
-2.17%
CUK Carnival Corporation & plc 85%
The company operates ships and maritime leisure transport, aligning with Shipping & Marine.
$37.54B
$27.69
-2.50%
DAL Delta Air Lines, Inc. 95%
Core business: passenger and cargo air transportation services.
$37.53B
$57.48
-4.09%
← Previous
1 2 3 ... 14
Next →
Showing page 1 of 14 (1353 total stocks)

Loading industry metrics...

Loading comparison data...

The most compelling investment themes are the ones nobody is talking about yet.

Every Monday, get three under-the-radar themes with catalysts, data, and stocks poised to benefit.

Sign up now to receive them!

Also explore our analysis on 5,000+ stocks