CW+46.09%11.6%
MRCY+97.95%10.8%
MTSI+102.82%10.8%
ARXS+16.13%8.6%
FEIM+176.23%8.5%
MOG-A+122.67%7.7%
CHG.LSE+9.34%6.9%
AMBA+1.75%6.2%
MPTI+96.52%6.2%
ELMT-18.01%4.7%
TTMI+201.61%4.6%
COHR+182.25%3.1%
MTEK-70.56%2.3%
RSEL.TA-4.95%2.0%
AMKR+206.26%1.5%
CHRT.LSE-16.19%1.5%
KLIC+203.82%1.5%
WOLF+140.29%1.5%
As of Jul 27, 2026, 7:41 AM ET
Modern Warfare '26: Defense Electronics & Components Constituents
Curtiss-Wright CorporationCW | 11.6% | -5.55% | -5.82% | -6.52% | 28.50% | 1.15% | 117.45% | 46.09% | $27.71B |
MACOM Technology Solutions Holdings, Inc.MTSI | 10.8% | -1.27% | -7.47% | -20.37% | 63.02% | 12.53% | 169.05% | 102.82% | $20.37B |
Mercury Systems, Inc.MRCY | 10.8% | -1.38% | 4.54% | -14.77% | 43.64% | 17.80% | 132.44% | 97.95% | $6.20B |
Arxis, Inc. Class A Common StockARXS | 8.6% | 5.51% | 4.65% | -3.33% | 16.13% | 16.13% | 16.13% | 16.13% | $1.72B |
Frequency Electronics, Inc.FEIM | 8.5% | 5.53% | 31.16% | 17.48% | 43.55% | 53.93% | 391.04% | 176.23% | $713.1M |
Moog Inc.MOG-A | 7.7% | -0.77% | 3.83% | -3.44% | 66.91% | 20.47% | 131.61% | 122.67% | $12.99B |
Chemring Group PLCCHG.LSE | 6.9% | -0.83% | 11.41% | 11.70% | 25.32% | 10.77% | 56.81% | 9.34% | $2.15B |
Ambarella, Inc.AMBA | 6.2% | -2.85% | -6.04% | -22.46% | -3.30% | 13.52% | 33.29% | 1.75% | $2.99B |
M-tron Industries, Inc.MPTI | 6.2% | 0.43% | 3.63% | -14.78% | 61.33% | 35.66% | 82.49% | 96.52% | $253.8M |
Elmet Group Co.ELMT | 4.7% | -1.51% | 0.51% | -23.71% | -18.01% | -18.01% | -18.01% | -18.01% | $427.2M |
TTM Technologies, Inc.TTMI | 4.6% | -5.70% | -3.78% | -23.98% | 97.97% | 31.04% | 548.01% | 201.61% | $13.65B |
Coherent, Inc.COHR | 3.1% | -9.76% | -9.05% | -23.33% | 53.14% | 9.16% | 318.49% | 182.25% | $44.78B |
Maris-Tech Ltd.MTEK | 2.3% | -6.15% | -6.15% | -4.31% | -15.86% | -42.92% | -52.39% | -70.56% | $9.7M |
RSL Electronics Ltd.RSEL.TA | 2.0% | 7.25% | 45.06% | 27.97% | -2.18% | 14.54% | -14.09% | -4.95% | $440,862 |
Amkor Technology, Inc.AMKR | 1.5% | -0.80% | -7.69% | -18.98% | 64.15% | 35.52% | 247.85% | 206.26% | $16.10B |
Cohort plcCHRT.LSE | 1.5% | -0.92% | -0.11% | -2.69% | 41.18% | -0.99% | 6.14% | -16.19% | $787.6M |
Kulicke and Soffa Industries, Inc.KLIC | 1.5% | -3.54% | -7.05% | -23.53% | 124.59% | 46.77% | 206.81% | 203.82% | $5.30B |
Wolfspeed Inc.WOLF | 1.5% | -11.33% | -32.91% | -48.34% | 32.22% | 16.73% | 140.29% | 140.29% | $1.20B |
| Theme return | — | -1.14% | 2.57% | 86.23% | 47.21% | 21.99% | 143.10% | 86.30% | — |
| Average | 5.6% | -1.87% | 1.04% | -10.97% | 40.13% | 15.21% | 139.63% | 83.00% | $8.74B |
| Median | 5.4% | -1.32% | -1.94% | -14.77% | 42.36% | 15.34% | 124.53% | 97.24% | $2.57B |
| Std Dev | 3.4% | 4.74% | 16.05% | 17.38% | 36.61% | 21.89% | 152.67% | 87.33% | $11.82B |
| Min | 1.5% | -11.33% | -32.91% | -48.34% | -18.01% | -42.92% | -52.39% | -70.56% | $440,862 |
| Max | 11.6% | 7.25% | 45.06% | 27.97% | 124.59% | 53.93% | 548.01% | 206.26% | $44.78B |
| % Positive Tickers | 22.22% | 44.44% | 16.67% | 77.78% | 83.33% | 83.33% | 77.78% |
About this theme
Modern Warfare '26: Defense Electronics & Components tracks 18 publicly listed stocks in this theme. Sample tickers: AMBA, AMKR, ARXS, CHG.LSE, CHRT.LSE, COHR, CW, ELMT, FEIM, KLIC, MOG-A, MPTI, and 6 more. Use the table below for the full list.
