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 |
|---|---|---|---|---|---|---|---|---|---|---|
| FMX | FEMSA | LATAM | 121.26 | +3.69% | +0.71% | +4.08% | -6.27% | +16.00% | +42.11% | USD |
| EMBJ | Embraer | LATAM | 75.00 | -0.65% | +1.61% | +1.05% | +29.76% | +34.94% | +28.46% | USD |
| PAC | Grupo Aero. Pacífico | LATAM | 201.48 | -0.97% | -3.21% | -3.66% | -14.95% | -10.20% | -21.60% | USD |
| TFII | TFI International | NAM | 131.78 | +0.41% | -3.89% | -10.44% | -17.84% | +29.73% | +40.96% | USD |
| DSV.CO | DSV | EUR | 1283.50 | -0.54% | -3.13% | -10.68% | -18.01% | -20.54% | -2.26% | DKK |
| SE | Sea Limited | APAC | 108.68 | +2.30% | -3.04% | -11.87% | +31.03% | +26.37% | -44.69% | USD |
| ODFL | Old Dominion | NAM | 181.91 | +1.18% | -2.13% | -15.68% | -25.98% | +0.64% | +22.17% | USD |