Research · Living data · Updated 2026-07-17
The public logistics universe — trucking, rail, air and ocean freight, parcel, and the freight-tech names digitizing the supply chain.
Logistics is the circulatory system of the economy, and its stocks are among the most reliable real-time reads on the goods cycle. NextTrack maps 161 public companies to the logistics and freight theme — truckload and less-than-truckload carriers, railroads, air and ocean freight forwarders, parcel and last-mile, warehousing, and the freight-tech names digitizing it all. The count refreshes on every rebuild.
| Metric | Live figure |
|---|---|
| NextTrack tracks | 161 logistics-themed companies |
| Last updated | 2026-07-17 |
Freight isn't one market — it's several, each with its own cycle. The 161 companies here span:
- **Trucking** — truckload and less-than-truckload; the most cyclical and the most sensitive to spot rates. - **Rail** — capital-heavy, oligopolistic, and a bellwether for bulk goods. - **Air & ocean forwarding** — asset-light intermediaries that flex with global trade. - **Parcel & last-mile** — driven by e-commerce volumes. - **Warehousing & freight-tech** — the fixed nodes and the software/marketplaces connecting them.
Each mode tells you something different about demand, which is why the theme is read as a system rather than a single stock.
Logistics stocks live and die by the freight cycle — the multi-year oscillation between tight capacity (high rates, fat margins) and loose capacity (rate wars, thin margins). Reading the theme means knowing where in that cycle you are: an asset-heavy trucker at a rate trough is a very different bet than the same name at a peak. The theme's dispersion — carriers versus forwarders versus rails — is a direct read on which part of the goods economy is expanding.
Sort the 161-name list by market cap and you'll see the railroads and large parcel names at the top, a broad middle of carriers and forwarders, and a tail of freight-tech and smaller specialists. For investors watching the physical-economy signal, this list is also a supply-chain macro dashboard. The full ranked, sortable list is on the gated theme page.
Logistics membership is drawn from a curated theme taxonomy mapped to companies and rolled up recursively across trucking, rail, forwarding, parcel, warehousing, and freight-tech sub-themes. Membership is reviewed as companies enter or reposition. Explore the interactive map on the [logistics theme page](/themes/logistics), or browse [all themes](/themes).
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