Markets

Insider Trading

Hedge Funds

Retirement

Opinion

10 Best Logistics-Tech Stocks to Buy Now

Page 1 of 9

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.

Didecs/Shutterstock.com

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.

Page 1 of 9

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

The best part? You can discover everything about this company and its groundbreaking technology right now.

I’ve compiled everything you need to know about this groundbreaking company in a detailed, members-only report.

Trust me — you’ll want to read this report before putting another dollar into any tech stock.

For a ridiculously low price of just $9.99 a month, you can unlock a year’s worth of in-depth investment research and exclusive insights – that’s less than a single fast food meal!

Here’s why this is a deal you can’t afford to pass up:

• Access to our Detailed Report on this Game-Changing AI Stock: Our in-depth report dives deep into our #1 AI stock’s groundbreaking technology and massive growth potential.

• 11 New Issues of Our Premium Readership Newsletter: You will also receive 11 new issues and at least one new stock pick per month from our monthly newsletter’s portfolio over the next 12 months. These stocks are handpicked by our research director, Dr. Inan Dogan.

• One free upcoming issue of our 70+ page Quarterly Newsletter: A value of $149

• Bonus Reports: Premium access to members-only fund manager video interviews

• Ad-Free Browsing: Enjoy a year of investment research free from distracting banner and pop-up ads, allowing you to focus on uncovering the next big opportunity.

• 30-Day Money-Back Guarantee:  If you’re not absolutely satisfied with our service, we’ll provide a full refund within 30 days, no questions asked.

If you’re thinking about getting in, don’t wait – because once Wall Street catches wind of this story, the easy money will be gone.

Space is Limited! Only 1000 spots are available for this exclusive offer. Don’t let this chance slip away – subscribe to our Premium Readership Newsletter today and unlock the potential for a life-changing investment.

Here’s what to do next:

1. Head over to our website and subscribe to our Premium Readership Newsletter for just $9.99 a month.

2. Enjoy a year of ad-free browsing, exclusive access to our in-depth report on the revolutionary AI company, and the upcoming issues of our Premium Readership Newsletter over the next 12 months.

3. Sit back, relax, and know that you’re backed by our ironclad 30-day money-back guarantee.

Don’t miss out on this incredible opportunity! Subscribe now and take control of your AI investment future!

No worries about auto-renewals! Our 30-Day Money-Back Guarantee applies whether you’re joining us for the first time or renewing your subscription a month later!

AI, Tariffs, Nuclear Power: One Undervalued Stock Connects ALL the Dots (Before It Explodes!)

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal!

AI is eating the world—and the machines behind it are ravenous.

Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink.

Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking:

Where will all of that energy come from?

AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse.

Even Sam Altman, the founder of OpenAI, issued a stark warning:

“The future of AI depends on an energy breakthrough.”

Elon Musk was even more blunt:

“AI will run out of electricity by next year.”

As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity.

And that’s where the real opportunity lies…

One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike.

As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity.

The “Toll Booth” Operator of the AI Energy Boom

  • It owns critical nuclear energy infrastructure assets, positioning it at the heart of America’s next-generation power strategy.
  • It’s one of the only global companies capable of executing large-scale, complex EPC (engineering, procurement, and construction) projects across oil, gas, renewable fuels, and industrial infrastructure.
  • It plays a pivotal role in U.S. LNG exportation—a sector about to explode under President Trump’s renewed “America First” energy doctrine.

Trump has made it clear: Europe and U.S. allies must buy American LNG.

And our company sits in the toll booth—collecting fees on every drop exported.

But that’s not all…

As Trump’s proposed tariffs push American manufacturers to bring their operations back home, this company will be first in line to rebuild, retrofit, and reengineer those facilities.

AI. Energy. Tariffs. Onshoring. This One Company Ties It All Together.

While the world is distracted by flashy AI tickers, a few smart investors are quietly scooping up shares of the one company powering it all from behind the scenes.

AI needs energy. Energy needs infrastructure.

And infrastructure needs a builder with experience, scale, and execution.

This company has its finger in every pie—and Wall Street is just starting to notice.

Wall Street is noticing this company also because it is quietly riding all of these tailwinds—without the sky-high valuation.

While most energy and utility firms are buried under mountains of debt and coughing up hefty interest payments just to appease bondholders…

This company is completely debt-free.

In fact, it’s sitting on a war chest of cash—equal to nearly one-third of its entire market cap.

It also owns a huge equity stake in another red-hot AI play, giving investors indirect exposure to multiple AI growth engines without paying a premium.

And here’s what the smart money has started whispering…

The Hedge Fund Secret That’s Starting to Leak Out

This stock is so off-the-radar, so absurdly undervalued, that some of the most secretive hedge fund managers in the world have begun pitching it at closed-door investment summits.

They’re sharing it quietly, away from the cameras, to rooms full of ultra-wealthy clients.

Why? Because excluding cash and investments, this company is trading at less than 7 times earnings.

And that’s for a business tied to:

  • The AI infrastructure supercycle
  • The onshoring boom driven by Trump-era tariffs
  • A surge in U.S. LNG exports
  • And a unique footprint in nuclear energy—the future of clean, reliable power

You simply won’t find another AI and energy stock this cheap… with this much upside.

This isn’t a hype stock. It’s not riding on hope.

It’s delivering real cash flows, owns critical infrastructure, and holds stakes in other major growth stories.

This is your chance to get in before the rockets take off!

Disruption is the New Name of the Game: Let’s face it, complacency breeds stagnation.

AI is the ultimate disruptor, and it’s shaking the foundations of traditional industries.

The companies that embrace AI will thrive, while the dinosaurs clinging to outdated methods will be left in the dust.

As an investor, you want to be on the side of the winners, and AI is the winning ticket.

The Talent Pool is Overflowing: The world’s brightest minds are flocking to AI.

From computer scientists to mathematicians, the next generation of innovators is pouring its energy into this field.

This influx of talent guarantees a constant stream of groundbreaking ideas and rapid advancements.

By investing in AI, you’re essentially backing the future.

The future is powered by artificial intelligence, and the time to invest is NOW.

Don’t be a spectator in this technological revolution.

Dive into the AI gold rush and watch your portfolio soar alongside the brightest minds of our generation.

This isn’t just about making money – it’s about being part of the future.

So, buckle up and get ready for the ride of your investment life!

Act Now and Unlock a Potential 100+% Return within 12 to 24 months.

We’re now offering month-to-month subscriptions with no commitments.

For a ridiculously low price of just $9.99 per month, you can unlock our in-depth investment research and exclusive insights – that’s less than a single fast food meal!

Space is Limited! Only 1000 spots are available for this exclusive offer. Don’t let this chance slip away – subscribe to our Premium Readership Newsletter today and unlock the potential for a life-changing investment.

Here’s what to do next:

1. Head over to our website and subscribe to our Premium Readership Newsletter for just $9.99.

2. Enjoy a month of ad-free browsing, exclusive access to our in-depth report on the Trump tariff and nuclear energy company as well as the revolutionary AI-robotics company, and the upcoming issues of our Premium Readership Newsletter.

3. Sit back, relax, and know that you’re backed by our ironclad 30-day money-back guarantee.

Don’t miss out on this incredible opportunity! Subscribe now and take control of your AI investment future!


No worries about auto-renewals! Our 30-Day Money-Back Guarantee applies whether you’re joining us for the first time or renewing your subscription a month later!