Since the pandemic, demand for automation has tracked with online volume: the U.S. Census Bureau reports that e-commerce hit $292.9 billion in the second quarter of 2025 and accounted for 15.5% of total retail, showcasing persistent digital order flow. Parcel intensity keeps rising while pricing power lags: Pitney Bowes’ Parcel Shipping Index counts 22.37 billion U.S. shipments in 2024, up 3.4% year over year, but only 2.7% revenue growth, a mix that pushes operators toward software-driven orchestration and robotics to defend unit economics.
Inside facilities, the International Federation of Robotics notes a record 4.28 million robots operating globally in 2023, with 10% of new deployments in the Americas: evidence that U.S. intralogistics is absorbing mature industrial robotics alongside newer autonomous mobile systems. Budget signals rhyme with that adoption curve: the 2025 MHI–Deloitte Annual Industry Report says 55% of supply-chain leaders are increasing technology and innovation spending, and 60% plan to invest more than $1 million.
The real estate backdrop is generally supportive: CBRE’s third-quarter 2025 U.S. Industrial & Logistics Figures describe stabilized vacancy amid robust leasing and build-to-suit activity, conditions that favor automation-ready sites. Prologis Research adds that e-commerce tenants’ share of new logistics leasing globally rose to more than 19% in 2024, reinforcing the need for high-throughput, tech-enabled facilities.
Looking ahead, Gartner expects roughly 80% of warehouses and distribution centers to deploy some form of automation equipment by 2028, which implies continued rollouts of orchestration software, autonomous mobile robots, and sortation systems rather than isolated pilots. Pitney Bowes, meanwhile, projects U.S. parcel volumes approaching 30 billion by 2030, a load that will likely keep capital pointed toward software and robotics to compress the cost-per-order.
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Our Methodology
For this article, we singled out core logistics-tech plays from the vast sample of software application stocks on stockanalysis.com. From this pool, we selected the stocks with the highest number of hedge funds holding stakes in them as of Q3 and ranked them accordingly.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).
10. ReposiTrak, Inc. (NYSE:TRAK)
Number of Hedge Fund Holders: 10
ReposiTrak, Inc. (NYSE:TRAK) is one of the best logistics-tech stocks to buy now.
On December 4, the company’s board of directors approved a $2 million share repurchase through a Rule 10b5-1 trading plan, under its broader $21 million stock buyback program. These structured trading plans allow companies to repurchase shares based on pre-determined instructions, even during periods when insiders are restricted from trading, provided the plan was adopted in compliance with applicable securities laws.
According to the press release, the company’s broker will conduct repurchases and will depend on market conditions, legal requirements, and other relevant factors. No target share count or expiration period was disclosed. As of December 1, ReposiTrak had approximately $7.6 million remaining under its total repurchase authorization. The company did not comment further on the strategic intent or timing of the new tranche, stating only that the program will proceed under the terms of Securities and Exchange Commission Rules 10b5-1 and 10b-18.
ReposiTrak, Inc. (NYSE:TRAK) builds compliance, safety, and supply chain automation platforms used across the food, retail, and healthcare sectors. Its customer network spans retailers, wholesalers, and suppliers throughout North America. Based in Salt Lake City, Utah, ReposiTrak offers solutions that support regulatory compliance, inventory tracking, risk management, and product traceability.
9. GigaCloud Technology Inc. (NASDAQ:GCT)
Number of Hedge Fund Holders: 16
GigaCloud Technology Inc. (NASDAQ:GCT) is one of the best logistics‑tech stocks to buy now.
On December 3, GigaCloud Technology Inc. announced that it has entered into a definitive Share Purchase Agreement to acquire 100% of the outstanding equity of New Classic Home Furnishings, Inc. The acquisition price is $18 million, on a debt‑free basis and including a post‑close earn‑out, and the deal will be financed using GigaCloud’s existing cash on hand.
The board of directors of GigaCloud unanimously approved the transaction, which is expected to close on January 2, 2026, subject to customary closing conditions.
With this acquisition, GigaCloud aims to integrate New Classic’s brick‑and‑mortar distribution and furniture‑supply capabilities with its own e‑commerce and large‑parcel logistics platform. New Classic brings a legacy of roughly 25 years in furniture distribution, serving over 1,000 retailer clients and offering more than 2,000 SKUs, a sizeable, established footprint in the home‑furnishings sector.
By folding New Classic into its ecosystem, GigaCloud strengthens its supply‑chain diversity: New Classic sources predominantly from Southeast Asia and the United States, with less than 3 % sourced from China.
GigaCloud Technology Inc. (NASDAQ:GCT) is a global B2B e‑commerce and logistics company headquartered in El Monte, California. It operates the GigaCloud Marketplace, a platform designed for large‑parcel merchandise (furniture, appliances, fitness equipment, etc.), handling everything from product sourcing and payments to logistics and last‑mile delivery across international supply chains.
