Theme

Drones '26: Drone OEMs & C-UAS

15 tickers$97.27B market cap
10D rank#715of 1,061 themes#3of 5 in Drones
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As of Sep 10, 2026, 5:04 AM ET

Drones '26: Drone OEMs & C-UAS Constituents

AeroVironment, Inc.AVAV
13.6%-5.36%-4.83%-25.56%-2.34%-41.79%-44.18%11.01%-43.01%-22.18%53.04%$7.13B
DroneShield LimitedDRO.AU
10.9%-0.86%-0.31%-18.83%-1.01%-39.25%-51.54%117.86%-41.20%40.97%769.35%$1.15B
Kratos Defense & Security Solutions, Inc.KTOS
10.9%-3.03%-10.12%-25.12%-5.27%-38.43%-45.76%50.00%-28.82%118.82%100.09%$8.76B
Red Cat Holdings, Inc.RCAT
8.2%-6.50%-4.24%-18.70%-1.45%2.52%-30.21%9.57%-4.58%220.08%182.29%$1.24B
Elbit Systems Ltd.ESLT
7.3%0.83%0.81%-15.56%0.80%23.66%-7.10%84.01%41.65%263.27%406.26%$33.47B
Leonardo S.p.A.LDO.MI
7.3%-4.00%-7.61%-16.27%-4.46%-2.11%-15.67%17.52%-0.10%154.68%630.57%$32.65B
Electro Optic Systems Holdings LimitedEOS.AU
6.3%0.63%-3.88%30.47%-2.27%9.76%8.18%814.84%43.77%671.94%160.76%$1.53B
Ondas Holdings Inc.ONDS
6.3%-4.33%-7.72%-21.70%3.55%-25.31%-27.68%556.76%31.12%720.02%-5.20%$4.15B
Aureus Greenway Holdings, Inc.PUSA
5.4%0.27%-2.65%2.79%-6.12%1.94%1.94%1.94%1.94%1.94%1.94%$79.5M
QinetiQ Group plcQQ.LSE
4.8%-2.01%-7.75%-16.64%-5.17%6.51%-6.96%25.78%-3.69%8.42%50.59%$3.25B
Aevex Corp.AVEX
4.5%-4.32%-7.77%-24.77%-3.08%-16.05%-16.05%-16.05%-16.05%-16.05%-16.05%$924.4M
Draganfly Inc.DPRO
4.5%-4.15%29.23%22.25%7.25%-16.50%-11.91%155.31%18.00%185.64%-94.05%$210.6M
Exail TechnologiesEXA.PA
4.5%0.08%0.33%0.39%0.35%50.88%-1.45%242.84%12.32%636.40%995.63%$2.45B
AIRO Group Holdings, Inc. Common StockAIRO
2.7%-6.14%-11.34%-18.48%-5.75%-15.89%-29.80%-31.20%-64.57%-31.20%-31.20%$216.3M
Mobilicom LtdMOB
2.7%0.61%-10.29%-13.57%-6.58%-18.52%-8.97%185.63%-21.11%433.26%-9.14%$59.4M
Theme return-2.76%-3.48%-11.36%0.18%-1.68%-17.31%159.58%14.96%262.83%501.42%
Average6.7%-2.55%-3.21%-10.62%-2.10%-7.91%-19.14%148.39%-4.96%225.74%212.99%$6.48B
Median6.3%-3.03%-4.83%-16.64%-2.34%-15.89%-15.67%50.00%-3.69%154.68%53.04%$1.53B
Std Dev3.0%2.54%9.45%16.58%3.75%24.35%17.64%229.07%30.57%257.17%321.46%$10.72B
Min2.7%-6.50%-11.34%-25.56%-6.58%-41.79%-51.54%-31.20%-64.57%-31.20%-94.05%$59.4M
Max13.6%0.83%29.23%30.47%7.25%50.88%8.18%814.84%43.77%720.02%995.63%$33.47B
% Positive Tickers33.33%20.00%26.67%26.67%40.00%13.33%86.67%40.00%80.00%66.67%

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About this theme

Drones '26: Drone OEMs & C-UAS tracks 15 publicly listed stocks in this theme. Sample tickers: AVAV, DRO.AU, KTOS, RCAT, ESLT, LDO.MI, EOS.AU, ONDS, PUSA, QQ.LSE, AVEX, DPRO, and 3 more. Use the table below for the full list.

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