The case for
The last mile is roughly half the total cost of a parcel and the least automated link in the chain. Autonomous vans, sidewalk robots and delivery drones all attack the same line item, and volume grows whichever one wins.
The final mile of delivery is automated and re-priced, because it is where most of the cost sits.
Only 1 term in your premise matched this theme (delivery). The match is weak — check the holdings carefully or rewrite the premise more specifically.
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Every holding, and why it is that size
Restore the book28%GXO Logistics
Pure-play contract logistics, buying automation as a service.
GXO · Equity · $137.45 · $197B · Last-mile logistics
−+×26.9%Symbotic
Automates the warehouse that feeds every route.
SYM · Equity · $1061.14 · $60B · Last-mile logistics
−+×18.4%Zebra Technologies
Scanning and tracking hardware in every depot.
ZBRA · Equity · $834.61 · $2.77T · Last-mile logistics
−+×10.7%Transportation ETF
Sector exposure without picking a carrier.
IYT · ETF · $423.17 · $7B · Last-mile logistics
−+×16%0–3 Month Treasury Bill ETF
Cash that still earns while the thesis is early.
SGOV · Treasury · $161.00 · $106B · Ballast
The case against
Regulation is local, slow and fragmented — approvals happen city by city. Margins in delivery have been thin for a century, and incumbents can absorb losses far longer than a challenger can.
What the weights are worth
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igitur.xyz/b/the-final-mile-of-delivery-is-1lr8kcr