RTX+36.16%13.0%
ONDS+268.08%11.0%
SWMR+27.23%11.0%
TRMB-39.31%11.0%
NVDA+19.19%10.0%
RCAT-18.92%9.0%
AVT+66.93%8.0%
UAVS-74.00%8.0%
AMBA+1.75%7.0%
OPTX+262.14%7.0%
TDK—5.0%
As of Jul 27, 2026, 7:41 AM ET
Drones '26: Mission Payload & Intelligence Constituents
RTX CorporationRTX | 13.0% | 1.68% | 9.97% | 10.89% | 15.96% | 4.96% | 61.24% | 36.16% | $286.56B |
Ondas Holdings Inc.ONDS | 11.0% | -1.13% | 6.52% | -1.01% | -19.67% | -22.22% | 606.31% | 268.08% | $4.44B |
Swarmer, Inc Common StockSWMR | 11.0% | -3.33% | -5.19% | -4.32% | 27.23% | 27.23% | 27.23% | 27.23% | $421.7M |
Trimble Inc.TRMB | 11.0% | 2.75% | 0.30% | -1.61% | -33.97% | -22.63% | -22.21% | -39.31% | $12.33B |
NVIDIA CorporationNVDA | 10.0% | -0.94% | -2.36% | 4.67% | 10.88% | 16.71% | 87.28% | 19.19% | $5.01T |
Red Cat Holdings, Inc.RCAT | 9.0% | -4.48% | -12.74% | -27.30% | -3.28% | -34.16% | 3.37% | -18.92% | $823.9M |
AgEagle Aerial Systems, Inc.UAVS | 8.0% | 1.88% | -9.48% | -18.74% | -11.72% | -23.93% | -41.39% | -74.00% | $30.9M |
Avnet, Inc.AVT | 8.0% | -0.68% | 3.78% | 2.32% | 85.74% | 35.64% | 84.93% | 66.93% | $7.33B |
Ambarella, Inc.AMBA | 7.0% | -2.85% | -6.04% | -22.46% | -3.30% | 13.52% | 33.29% | 1.75% | $2.99B |
Syntec Optics Holdings, Inc.OPTX | 7.0% | -3.97% | -11.59% | -40.43% | 153.50% | 12.93% | 480.00% | 262.14% | $284.0M |
—TDK | 5.0% | — | — | — | — | — | — | — | — |
| Theme return | — | -0.89% | -1.68% | 56.16% | 29.89% | 9.85% | 139.65% | 56.04% | — |
| Average | 9.1% | -1.11% | -2.68% | -9.80% | 22.14% | 0.81% | 132.01% | 54.93% | $532.51B |
| Median | 9.0% | -1.03% | -3.78% | -2.97% | 3.80% | 8.95% | 47.27% | 23.21% | $3.72B |
| Std Dev | 2.2% | 2.44% | 7.35% | 15.63% | 53.69% | 23.25% | 211.28% | 111.67% | $1.49T |
| Min | 5.0% | -4.48% | -12.74% | -40.43% | -33.97% | -34.16% | -41.39% | -74.00% | $30.9M |
| Max | 13.0% | 2.75% | 9.97% | 10.89% | 153.50% | 35.64% | 606.31% | 268.08% | $5.01T |
| % Positive Tickers | 30.00% | 40.00% | 30.00% | 50.00% | 60.00% | 80.00% | 70.00% |
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About this theme
Drones '26: Mission Payload & Intelligence tracks 11 publicly listed stocks in this theme: AMBA, AVT, NVDA, ONDS, OPTX, RCAT, RTX, SWMR, TDK, TRMB, UAVS. See the constituent table for details.