Theme

Modern Warfare '26: Defense Electronics & Components

17 tickers$178.56B market cap
10D rank#435of 869 themes#9of 19 in Modern Warfare
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As of Jun 9, 2026, 8:59 PM ET

Constituents

Build 20260610T080726

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Company1D %10D %MTD %YTD %1Yr %Prev RptNext RptLst Q Ern %Ern Move %Intra-Qtr %Since Rpt %Mkt CapWgt
Coherent, Inc.COHR
-11.44%-1.53%-1.92%92.85%338.40%5/6/26 (BMO)5/6/26 (BMO)-8.70%-4.93%60.45%11.51%$56.44B3.3%
MACOM Technology Solutions Holdings, Inc.MTSI
-0.87%-1.62%1.39%109.43%184.02%5/7/26 (AMC)5/7/26 (AMC)3.54%16.16%46.04%-0.32%$27.37B11.4%
Curtiss-Wright CorporationCW
1.67%-1.88%1.89%33.07%59.45%5/6/26 (AMC)5/6/26 (AMC)7.88%-0.62%8.57%1.26%$27.10B12.3%
TTM Technologies, Inc.TTMI
-2.53%0.08%0.82%151.97%387.00%4/29/26 (AMC)4/29/26 (AMC)2.45%14.99%39.48%9.89%$18.06B4.9%
Amkor Technology, Inc.AMKR
3.84%1.94%-2.42%79.61%256.87%4/27/26 (AMC)4/27/26 (AMC)6.95%-8.63%34.63%-0.63%$17.58B1.6%
Moog Inc.MOG-A
3.49%7.03%4.40%58.19%108.14%4/24/26 (BMO)4/24/26 (BMO)6.02%2.26%0.21%23.12%$12.21B8.2%
Mercury Systems, Inc.MRCY
-1.91%-2.58%-2.21%49.05%102.00%5/5/26 (AMC)5/5/26 (AMC)-20.36%16.72%4.92%18.72%$6.53B11.4%
Kulicke and Soffa Industries, Inc.KLIC
0.14%0.74%-0.68%125.29%205.14%5/6/26 (AMC)5/6/26 (AMC)27.39%7.40%32.23%4.57%$5.37B1.6%
Ambarella, Inc.AMBA
-4.32%-8.91%-13.11%-7.19%20.93%5/28/26 (AMC)5/28/26 (AMC)-14.89%-20.31%52.20%-8.91%$2.88B6.5%
Wolfspeed, Inc.WOLF
-11.85%-17.71%-7.88%180.18%409.19%5/5/26 (AMC)5/5/26 (AMC)-8.49%19.87%132.72%13.23%$2.36B1.6%
Arxis, Inc. Class A Common StockARXS
0.39%-9.26%-5.41%5.21%5.21%5/27/26 (AMC)5/27/26 (AMC)18.47%-12.94%$1.65B9.1%
Frequency Electronics, Inc.FEIM
-4.32%-11.78%-7.76%24.33%261.84%3/11/26 (AMC)-13.03%43.46%$658.8M9.0%
M-tron Industries, Inc.MPTI
1.38%2.23%1.12%74.80%99.42%5/7/26 (AMC)5/7/26 (AMC)12.93%10.90%6.25%14.57%$282.5M6.5%
RSL Electronics Ltd.RSEL.TA
1.15%-18.70%-11.52%-25.15%6.42%$36.3M100.0%
Chemring Group PLCCHG.LSE
0.20%-7.72%-0.70%7.12%-12.80%6/2/26 (AMC)6/2/26 (AMC)-2.80%-2.43%9.05%1.77%$18.5M7.4%
Maris-Tech Ltd.MTEK
-4.10%-5.65%0.00%0.86%-52.24%4/28/224/28/22-1.69%-0.85%0.86%$11.3M2.5%
Cohort plcCHRT.LSE
-4.39%-12.48%-8.59%33.23%-23.00%12/10/25 (BMO)-13.37%27.97%$7.5M1.6%
Average-1.97%-5.16%-3.09%58.40%138.59%-1.08%4.93%35.59%5.48%$10.50B5.9%
Median-0.87%-2.58%-1.92%49.05%102.00%-1.69%4.83%33.43%3.17%$2.88B6.5%
Std Dev4.36%7.01%4.91%56.95%144.54%12.13%11.52%32.81%9.84%$14.69B3.8%
Min-11.85%-18.70%-13.11%-25.15%-52.24%-20.36%-20.31%0.21%-12.94%$7.5M100.0%
Max3.84%7.03%4.40%180.18%409.19%27.39%19.87%132.72%23.12%$56.44B12.3%
% Positive Tickers47.06%29.41%29.41%88.24%82.35%46.67%57.14%100.00%71.43%

* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.

About this theme

Modern Warfare '26: Defense Electronics & Components tracks 17 publicly listed stocks in this theme. Sample tickers: AMBA, AMKR, ARXS, CHG.LSE, CHRT.LSE, COHR, CW, FEIM, KLIC, MOG-A, MPTI, MRCY, and 5 more. Use the table below for the full list.

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