Theme

Fiscal Spend '26: Critical Infra Defense☆

14 tickers$751.36B market cap
10D rank10D#947of 1,239 themes/1,239#26of 34 in Fiscal Spend/34 Fiscal Spend
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As of Oct 9, 2026, 4:27 AM ET

Fiscal Spend '26: Critical Infra Defense Constituents

DroneShield LimitedDRO.AU
10.0%-4.14%2.03%-9.43%-5.10%-44.97%-56.10%97.36%-73.98%24.27%757.28%$1.04B
Hensoldt AGHAG.XETRA
9.0%-0.61%-2.14%-8.11%-2.92%-2.57%-4.33%24.22%-34.54%158.00%476.46%$9.67B
Leonardo S.p.A.LDO.MI
8.0%-0.45%-7.93%-8.92%-4.14%-10.78%-23.14%7.10%-19.67%127.01%558.94%$29.63B
Motorola Solutions, Inc.MSI
8.0%-0.30%-1.10%-2.78%-0.20%16.64%-7.29%2.32%-2.30%-1.87%97.01%$74.22B
QinetiQ Group plcQQ.LSE
8.0%0.22%-5.95%-4.94%-5.12%1.23%-11.57%19.54%-11.22%1.38%47.61%$3.08B
Thales S.A.HO.PA
8.0%-0.32%-5.55%-7.55%-4.22%-10.11%-19.34%-9.63%-20.14%48.18%166.08%$49.69B
Eaton Corporation plcETN
7.0%-1.58%-1.60%2.24%-2.92%33.28%12.93%49.56%12.55%26.86%192.49%$164.84B
Quanta Services, Inc.PWR
7.0%-2.25%6.38%9.31%3.43%62.42%21.71%159.11%59.41%122.10%511.32%$103.03B
Saab AB (publ)SAAB-B.ST
7.0%-1.10%-5.34%-2.29%-5.38%0.35%-19.07%49.96%3.81%167.34%750.09%$31.13B
Senstar Technologies Ltd.SNT
7.0%0.00%-5.49%-4.32%0.65%-67.91%-55.20%-53.72%-67.57%-0.64%-58.78%$36.2M
Schneider Electric S.E.SU.PA
6.0%2.57%-11.05%-12.82%-10.73%6.44%-10.06%25.32%2.03%12.23%90.46%$165.03B
Hubbell IncorporatedHUBB
5.0%0.00%2.08%4.49%1.80%7.05%-7.08%40.04%13.49%9.16%180.91%$25.12B
Nokia OyjNOK
5.0%-4.52%0.20%-5.76%-2.22%56.72%31.35%89.53%95.75%133.61%93.72%$54.77B
Prysmian S.p.A.PRY.MI
5.0%-1.61%-1.24%-6.81%-2.00%35.58%13.73%153.98%32.49%96.29%330.35%$40.08B
Theme return—-1.03%-2.67%-6.34%-3.13%1.75%-12.22%53.63%-10.59%88.43%386.44%—
Average7.1%-1.01%-2.62%-4.12%-2.79%5.95%-9.53%46.76%-0.71%65.99%299.57%$53.67B
Median7.0%-0.53%-1.87%-5.35%-2.92%3.84%-8.68%32.68%-0.13%37.52%186.70%$35.60B
Std Dev1.5%1.74%4.41%5.77%3.42%34.04%24.44%58.00%43.31%62.12%256.24%$53.36B
Min5.0%-4.52%-11.05%-12.82%-10.73%-67.91%-56.10%-53.72%-73.98%-1.87%-58.78%$36.2M
Max10.0%2.57%6.38%9.31%3.43%62.42%31.35%159.11%95.75%167.34%757.28%$165.03B
% Positive Tickers14.29%28.57%21.43%21.43%64.29%28.57%85.71%50.00%85.71%92.86%
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