Nearshoring, Logistics & Physical Commerce
Freight forwarders, less-than-truckload, Latin-American beneficiaries of supply-chain re-shoring. Geography is destiny again.
Composite Index — since inception (Dec 30, 2025)
Three weighting variants of the same constituent basket, rebased to 1,000 at inception. EW = ticker-equal-weight with quarterly drift. CW = cap-weighted (10% cap; below ten names the cap is infeasible, so the sub-index is equal weight by construction) with semi-annual rebalance. MW = drift-only (1/N at inception, market does the tilting between rebalances). Click a legend entry to toggle its line.
Constituents
Every HALO 100 constituent tagged into this sector. Click a column header to sort (best to worst). Click a row to open the stock detail page in a new tab.
| Ticker | Company | Region | Last | 1d | 1w | 1m | 3m | 6m | 1y | CCY |
|---|---|---|---|---|---|---|---|---|---|---|
| EMBJ | Embraer | LATAM | 75.21 | +1.51% | -4.35% | +4.15% | +11.85% | +20.38% | +25.07% | USD |
| PAC | Grupo Aero. Pacífico | LATAM | 200.84 | +2.15% | -6.99% | -3.65% | -21.06% | -20.38% | -13.59% | USD |
| ODFL | Old Dominion | NAM | 180.48 | +1.34% | +4.14% | -3.80% | -16.61% | -8.85% | +30.06% | USD |
| FMX | FEMSA | LATAM | 115.68 | +0.43% | -3.29% | -4.69% | -11.19% | +2.41% | +28.22% | USD |
| TFII | TFI International | NAM | 118.90 | -1.37% | -1.82% | -7.81% | -15.60% | +6.78% | +35.14% | USD |
| DSV.CO | DSV | EUR | 1199.00 | +3.41% | -1.36% | -9.44% | -27.16% | -21.69% | -5.77% | DKK |
| SE | Sea Limited | APAC | 95.19 | -0.08% | -4.38% | -15.62% | -9.34% | +15.69% | -47.70% | USD |