A fully loaded container ship in moored at the commercial docks of the Port of Tampa Bay located near downtown Tampa Florida shot via helicopter from an altitude of about 600 feet.

Sector Brief - June 17, 2026

The third-party logistics (3PL) landscape is entering a supply-driven rate upcycle, with tightening capacity and increasingly specialized freight demand favoring providers that can scale into premium verticals like cold chain and design supply chains resilient to geopolitical risk. Access our Q2 brief for further insights, including:

  • Key sector themes such as capacity-led rate improvements and reverse logistics

  • Comprehensive market maps of the current 3PL landscape

  • Opportunities for investors