CW+14.10%11.2%
MRCY+12.64%10.5%
MTSI+117.25%10.5%
ARXS+35.30%8.3%
FEIM+94.92%8.2%
MOG-A+86.68%7.5%
CHG.LSE-3.40%6.7%
AMBA-17.58%6.0%
MPTI+62.82%6.0%
ELMT-8.10%4.6%
TTMI+151.37%4.5%
COHR+193.25%3.0%
AADX-37.19%2.9%
MTEK-66.77%2.2%
RSEL.TA+7.44%1.9%
AMKR+107.14%1.5%
CHRT.LSE-10.90%1.5%
KLIC+122.75%1.5%
WOLF+184.76%1.5%
As of Sep 10, 2026, 5:04 AM ET
Modern Warfare '26: Defense Electronics & Components Constituents
Curtiss-Wright CorporationCW | 11.2% | -1.29% | -5.20% | -18.58% | -2.19% | 2.55% | -19.28% | 73.54% | 14.10% | 89.94% | 395.59% | $20.88B |
MACOM Technology Solutions Holdings, Inc.MTSI | 10.5% | 4.12% | 7.86% | -3.67% | 9.20% | 67.05% | 15.32% | 175.70% | 117.25% | 194.60% | 356.26% | $21.83B |
Mercury Systems, Inc.MRCY | 10.5% | -3.24% | -8.79% | -25.66% | -2.46% | 10.61% | -9.29% | 78.99% | 12.64% | 122.72% | 68.50% | $4.85B |
Arxis, Inc. Class A Common StockARXS | 8.3% | -1.43% | -0.08% | -8.83% | 2.18% | 35.30% | 35.30% | 35.30% | 35.30% | 35.30% | 35.30% | $2.12B |
Frequency Electronics, Inc.FEIM | 8.2% | -2.51% | 5.26% | -12.93% | 7.90% | 18.20% | 26.75% | 304.32% | 94.92% | 363.17% | 637.13% | $628.1M |
Moog Inc.MOG-A | 7.5% | -0.57% | -1.91% | -10.25% | 0.68% | 50.90% | 8.91% | 109.40% | 86.68% | 97.60% | 394.83% | $11.64B |
Chemring Group PLCCHG.LSE | 6.7% | 0.29% | -4.55% | -17.00% | -1.34% | 11.71% | -1.26% | 39.78% | -3.40% | 42.13% | 69.72% | $1.92B |
Ambarella, Inc.AMBA | 6.0% | 8.38% | -2.59% | -16.14% | 1.43% | -2.88% | 14.02% | 33.88% | -17.58% | 33.39% | -52.99% | $3.02B |
M-tron Industries, Inc.MPTI | 6.0% | 4.10% | 2.86% | -6.48% | 5.76% | 48.78% | 25.11% | 68.29% | 62.82% | 134.40% | 504.43% | $282.3M |
Elmet Group Co.ELMT | 4.6% | -2.78% | -1.08% | -0.12% | 4.44% | -8.10% | -8.10% | -8.10% | -8.10% | -8.10% | -8.10% | $493.5M |
TTM Technologies, Inc.TTMI | 4.5% | -3.94% | 4.72% | -4.48% | 7.73% | 80.07% | 19.20% | 489.42% | 151.37% | 630.88% | 812.93% | $12.90B |
Coherent, Inc.COHR | 3.0% | 0.53% | 8.70% | -6.66% | 11.56% | 64.43% | 17.21% | 349.33% | 193.25% | 328.64% | 387.36% | $59.37B |
Applied Aerospace & Defense, Inc.AADX | 2.9% | -3.63% | -10.23% | -44.52% | -4.86% | -37.19% | -37.19% | -37.19% | -37.19% | -37.19% | -37.19% | $2.04B |
Maris-Tech Ltd.MTEK | 2.2% | 1.16% | -3.60% | -10.08% | -4.46% | -7.76% | -37.43% | -47.80% | -66.77% | -40.88% | -66.03% | $10.4M |
RSL Electronics Ltd.RSEL.TA | 1.9% | -1.75% | 3.06% | -12.53% | 1.84% | -26.40% | -13.83% | -35.37% | 7.44% | 121.95% | 231.77% | $35.8M |
Amkor Technology, Inc.AMKR | 1.5% | 1.24% | 7.25% | -2.87% | 12.50% | 30.07% | 7.38% | 175.63% | 107.14% | 82.34% | 92.95% | $12.76B |
Cohort plcCHRT.LSE | 1.5% | -0.35% | -7.43% | -17.00% | -2.60% | 25.70% | -11.85% | -5.49% | -10.90% | 38.90% | 112.10% | $704.0M |
Kulicke and Soffa Industries, Inc.KLIC | 1.5% | 0.85% | 3.39% | -3.14% | 7.36% | 83.89% | 20.17% | 151.20% | 122.75% | 122.94% | 23.01% | $4.38B |
Wolfspeed Inc.WOLF | 1.5% | -5.54% | 5.53% | -6.89% | 3.69% | 56.69% | 38.34% | 184.76% | 184.76% | 259.42% | -68.07% | $1.42B |
| Theme return | — | -0.11% | -0.45% | -14.28% | 3.31% | 35.80% | 13.13% | 121.16% | 60.34% | 157.73% | 287.09% | — |
| Average | 5.3% | -0.33% | 0.17% | -11.99% | 3.07% | 26.51% | 4.71% | 112.40% | 55.08% | 137.48% | 204.71% | $8.49B |
| Median | 4.6% | -0.57% | -0.08% | -10.08% | 2.18% | 25.70% | 8.91% | 73.54% | 35.30% | 97.60% | 92.95% | $2.12B |
| Std Dev | 3.3% | 3.22% | 5.66% | 9.96% | 5.19% | 34.45% | 21.67% | 139.57% | 74.53% | 158.98% | 252.76% | $13.77B |
| Min | 1.5% | -5.54% | -10.23% | -44.52% | -4.86% | -37.19% | -37.43% | -47.80% | -66.77% | -40.88% | -68.07% | $10.4M |
| Max | 11.2% | 8.38% | 8.70% | -0.12% | 12.50% | 83.89% | 38.34% | 489.42% | 193.25% | 630.88% | 812.93% | $59.37B |
| % Positive Tickers | 42.11% | 47.37% | 0.00% | 68.42% | 73.68% | 57.89% | 73.68% | 68.42% | 84.21% | 73.68% |
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About this theme
Modern Warfare '26: Defense Electronics & Components tracks 19 publicly listed stocks in this theme. Sample tickers: CW, MRCY, MTSI, ARXS, FEIM, MOG-A, CHG.LSE, AMBA, MPTI, ELMT, TTMI, COHR, and 7 more. Use the table below for the full list.