Trade routes are under pressure as the US Israeli war on Iran disrupts key corridors like the Strait of Hormuz, while banks and supply chains lean more on digital tools to keep goods and payments moving. For investors, that mix of physical bottlenecks and growing trade digitization can reshape risks and opportunities across many sectors, from logistics to financial services. This article looks at how that backdrop connects to trade finance automation, tracking, and document processing, and highlights 3 stocks from our Trade Digitization and Supply Chain Technology screener that currently appear positively exposed to these developments.

BILL Holdings (BILL)

Overview: BILL Holdings provides a cloud-based financial operations platform that helps small and midsize businesses automate accounts payable, accounts receivable, digital payments, and spend management, connecting them with suppliers and customers to streamline cash flow and back-office work. The company also offers onboarding, training, and AI enabled tools that help accounting firms, financial institutions, and software partners support their own business clients.

Operations: BILL Holdings generates about US$1.6b in revenue from its Software & Programming segment, centered on its software as a service financial operations platform.

Market Cap: US$4.4b

BILL Holdings sits at the intersection of rising trade digitization and small business cost pressure. It offers automation that can help customers handle slower trade flows, tighter credit conditions, and more complex cross border payments while still keeping a close eye on cash. Some analysts see upside to intrinsic value, yet current profitability is thin, recent earnings were affected by a one off loss, and the business depends heavily on transaction based revenue in a volatile macro backdrop. Combined with an inexperienced management team and higher funding risk, this creates a setup where AI driven product shifts, new cross border and working capital tools, and a large SMB network could matter far more than headline valuation alone.

BILL Holdings could be quietly rewiring how small businesses handle cross border payments and working capital, yet its thin profitability and funding profile leave big questions open, so walk through the 3 key rewards and 2 important warning signs

Trimble (TRMB)

Overview: Trimble helps construction, engineering, and transportation companies run projects and fleets more efficiently by connecting field equipment, sensors, and workers with cloud software for design, planning, routing, and real time tracking.

Operations: Trimble generates about US$1.6b from Field Systems, US$1.6b from Architects, Engineers, Construction and Owners (AECO), and US$542.8m from Transportation and Logistics.

Market Cap: US$12.1b

Trimble sits at the center of trade digitization, offering software and hardware that give shippers, carriers, and builders better visibility over projects and supply chains when conflicts and bottlenecks are disrupting traditional routes. Recurring software now accounts for a large share of revenue, and recent launches like a cloud native Transportation Management System and AI driven risk tools point to deeper integration into customers’ day to day operations. At the same time, funding depends heavily on external borrowing and profit margins recently compressed from prior levels, so the balance sheet and execution on the shift from hardware to subscriptions both deserve attention. For investors watching how logistics and construction technology could respond to prolonged trade friction, Trimble is a story worth understanding properly before taking a stance.

Trimble’s push into recurring software and AI risk tools could be masking how different this business looks from its hardware roots, so walk through the analysis report for Trimble to see what the shift might really mean

ArcBest (ARCB)

Overview: ArcBest is an integrated logistics company that moves freight by truck, air, and ocean, combining its less than truckload network with brokerage, warehousing, and managed transportation services so customers can manage complex supply chains through a single technology enabled partner.

Operations: ArcBest generates about US$2.7b from its Asset-Based segment and US$1.4b from Asset-Light services, with total revenue of roughly US$4.0b primarily in the United States.

Market Cap: US$3.3b

ArcBest stands out in trade digitization because it couples a large physical freight network with tools like ArcBest View and AI driven routing and pricing, which can help shippers cope with congested routes and tighter scrutiny on shipments linked to conflict zones. The stock trades below some fair value estimates, yet current profit margins are thin, last year’s earnings fell sharply, and the P/E multiple is high compared with fair value signals, so expectations are already demanding. In addition, restructuring moves, rising insurance and labor costs, and a relatively new board make ArcBest a higher stakes way to gain exposure to more resilient, tech supported logistics rather than a simple recovery bet.

ArcBest’s tech heavy freight network could be setting up for a stronger earnings profile than its current P/E suggests. Unpack the 2 key rewards and 1 important warning sign to see what expectations might be missing.

The three stocks in this article are just a starting point, with the full Trade Digitization and Supply Chain Technology screener surfacing 14 more companies that pair trade digitization themes with equally compelling stories in supply chain and logistics technology. Use Simply Wall St to identify and analyze the specific catalysts, trade finance angles, and digital tracking narratives that matter most to you so you can focus on the highest conviction ideas in this space.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.