CW+59.45%12.3%
MRCY+102.00%11.4%
MTSI+184.02%11.4%
ARXS+5.21%9.1%
FEIM+261.84%9.0%
MOG-A+108.14%8.2%
CHG.LSE-12.80%7.4%
AMBA+20.93%6.5%
MPTI+99.42%6.5%
TTMI+387.00%4.9%
COHR+338.40%3.3%
MTEK-52.24%2.5%
AMKR+256.87%1.6%
CHRT.LSE-23.00%1.6%
KLIC+205.14%1.6%
WOLF+409.19%1.6%
RSEL.TA+6.42%1.0%
As of Jun 9, 2026, 8:59 PM ET
Constituents
Build 20260610T080726
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| Company | 1D % | 10D % | MTD % | YTD % | 1Yr % | Prev Rpt | Next Rpt | Lst Q Ern % | Ern Move % | Intra-Qtr % | Since Rpt % | Mkt Cap | Wgt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | $56.44B | 3.3% |
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% | $27.37B | 11.4% |
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% | $27.10B | 12.3% |
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% | $18.06B | 4.9% |
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% | $17.58B | 1.6% |
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% | $12.21B | 8.2% |
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% | $6.53B | 11.4% |
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% | $5.37B | 1.6% |
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% | $2.88B | 6.5% |
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% | $2.36B | 1.6% |
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% | $1.65B | 9.1% |
Frequency Electronics, Inc.FEIM | -4.32% | -11.78% | -7.76% | 24.33% | 261.84% | 3/11/26 (AMC) | — | -13.03% | — | 43.46% | — | $658.8M | 9.0% |
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% | $282.5M | 6.5% |
RSL Electronics Ltd.RSEL.TA | 1.15% | -18.70% | -11.52% | -25.15% | 6.42% | — | — | — | — | — | — | $36.3M | 100.0% |
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% | $18.5M | 7.4% |
Maris-Tech Ltd.MTEK | -4.10% | -5.65% | 0.00% | 0.86% | -52.24% | 4/28/22 | 4/28/22 | -1.69% | -0.85% | — | 0.86% | $11.3M | 2.5% |
Cohort plcCHRT.LSE | -4.39% | -12.48% | -8.59% | 33.23% | -23.00% | 12/10/25 (BMO) | — | -13.37% | — | 27.97% | — | $7.5M | 1.6% |
| Average | -1.97% | -5.16% | -3.09% | 58.40% | 138.59% | -1.08% | 4.93% | 35.59% | 5.48% | $10.50B | 5.9% | ||
| Median | -0.87% | -2.58% | -1.92% | 49.05% | 102.00% | -1.69% | 4.83% | 33.43% | 3.17% | $2.88B | 6.5% | ||
| Std Dev | 4.36% | 7.01% | 4.91% | 56.95% | 144.54% | 12.13% | 11.52% | 32.81% | 9.84% | $14.69B | 3.8% | ||
| Min | -11.85% | -18.70% | -13.11% | -25.15% | -52.24% | -20.36% | -20.31% | 0.21% | -12.94% | $7.5M | 100.0% | ||
| Max | 3.84% | 7.03% | 4.40% | 180.18% | 409.19% | 27.39% | 19.87% | 132.72% | 23.12% | $56.44B | 12.3% | ||
| % Positive Tickers | 47.06% | 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.
