DRO.AU-43.92%10.0%
HAG.XETRA+2.92%9.0%
HO.PA+8.68%8.0%
LDO.MI+18.50%8.0%
MSI+4.02%8.0%
QQ.LSE+12.46%8.0%
ETN+20.59%7.0%
PWR+68.32%7.0%
SAAB-B.ST+26.68%7.0%
SNT-59.86%7.0%
SU.PA+37.45%6.0%
HUBB+6.94%5.0%
NOK+136.77%5.0%
PRY.MI+63.83%5.0%
As of Aug 24, 2026, 4:53 AM ET
Fiscal Spend '26: Critical Infra Defense Constituents
DroneShield LimitedDRO.AU | 10.0% | -6.15% | -13.04% | -8.59% | 9.36% | -36.65% | -49.46% | 127.19% | 56.47% | 767.08% | -43.92% | $1.21B |
Hensoldt AGHAG.XETRA | 9.0% | -0.76% | -0.15% | 14.97% | 13.43% | 20.92% | 18.74% | 54.16% | 179.78% | 564.80% | 2.92% | $12.05B |
Leonardo S.p.A.LDO.MI | 8.0% | -1.88% | -3.37% | 10.58% | 3.39% | 13.72% | -2.03% | 36.52% | 167.12% | 768.13% | 18.50% | $37.90B |
Motorola Solutions, Inc.MSI | 8.0% | 1.44% | 2.92% | 14.99% | 10.26% | 25.34% | -0.37% | 9.95% | 12.44% | 110.31% | 4.02% | $79.76B |
QinetiQ Group plcQQ.LSE | 8.0% | 0.75% | -4.89% | 12.63% | 7.65% | 23.43% | 7.82% | 45.76% | 18.95% | 73.60% | 12.46% | $3.78B |
Thales S.A.HO.PA | 8.0% | -1.17% | -4.37% | 9.99% | 4.28% | 9.46% | -1.77% | 10.05% | 79.17% | 221.75% | 8.68% | $60.74B |
Eaton Corporation plcETN | 7.0% | 0.94% | -8.73% | 3.74% | 0.96% | 31.61% | 11.51% | 47.69% | 40.13% | 162.70% | 20.59% | $162.78B |
Quanta Services, Inc.PWR | 7.0% | -3.49% | -4.66% | 2.16% | -4.20% | 51.52% | 13.54% | 141.73% | 134.19% | 559.89% | 68.32% | $96.12B |
Saab AB (publ)SAAB-B.ST | 7.0% | -1.70% | -0.17% | 14.25% | 10.00% | 18.28% | -4.61% | 76.76% | 198.85% | 886.65% | 26.68% | $36.69B |
Senstar Technologies Ltd.SNT | 7.0% | 2.34% | -8.85% | -0.57% | 7.36% | -63.77% | -49.42% | -47.75% | 0.58% | -53.15% | -59.86% | $40.8M |
Schneider Electric S.E.SU.PA | 6.0% | 0.85% | -1.78% | 13.75% | 3.83% | 25.58% | 6.11% | 47.84% | 36.50% | 104.78% | 37.45% | $195.41B |
Hubbell IncorporatedHUBB | 5.0% | 0.06% | -9.54% | -3.30% | -0.53% | 5.84% | -8.13% | 38.46% | 23.79% | 147.62% | 6.94% | $24.83B |
Nokia OyjNOK | 5.0% | 0.54% | 8.10% | 12.70% | 11.65% | 57.73% | 32.19% | 90.75% | 148.20% | 87.93% | 136.77% | $55.14B |
Prysmian S.p.A.PRY.MI | 5.0% | 1.18% | -1.63% | 0.39% | 4.51% | 42.67% | 19.67% | 167.26% | 113.38% | 318.08% | 63.83% | $42.33B |
| Theme return | — | -0.75% | -3.92% | 7.91% | 6.41% | 13.72% | -1.92% | 71.66% | 116.77% | 430.80% | 21.45% | — |
| Average | 7.1% | -0.50% | -3.58% | 6.98% | 5.85% | 16.12% | -0.44% | 60.45% | 86.40% | 337.16% | 21.67% | $57.77B |
| Median | 7.0% | 0.30% | -3.87% | 10.29% | 5.94% | 22.18% | 2.87% | 47.77% | 67.82% | 192.22% | 15.48% | $40.11B |
| Std Dev | 1.5% | 2.17% | 5.29% | 7.54% | 4.82% | 31.06% | 22.63% | 54.83% | 66.33% | 298.01% | 45.96% | $57.10B |
| Min | 5.0% | -6.15% | -13.04% | -8.59% | -4.20% | -63.77% | -49.46% | -47.75% | 0.58% | -53.15% | -59.86% | $40.8M |
| Max | 10.0% | 2.34% | 8.10% | 14.99% | 13.43% | 57.73% | 32.19% | 167.26% | 198.85% | 886.65% | 136.77% | $195.41B |
| % Positive Tickers | 57.14% | 14.29% | 78.57% | 85.71% | 85.71% | 50.00% | 92.86% | 100.00% | 92.86% | 85.71% |
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About this theme
Fiscal Spend '26: Critical Infra Defense tracks 14 publicly listed stocks in this theme. Sample tickers: DRO.AU, HAG.XETRA, HO.PA, LDO.MI, MSI, QQ.LSE, ETN, PWR, SAAB-B.ST, SNT, SU.PA, HUBB, and 2 more. Use the table below for the full list.