Theme

Modern Warfare '26: Defense Electronics & Components

18 tickers$157.35B market cap
10D rank#140of 963 themes#9of 19 in Modern Warfare
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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%
Average5.6%-1.87%1.04%-10.97%40.13%15.21%139.63%83.00%$8.74B
Median5.4%-1.32%-1.94%-14.77%42.36%15.34%124.53%97.24%$2.57B
Std Dev3.4%4.74%16.05%17.38%36.61%21.89%152.67%87.33%$11.82B
Min1.5%-11.33%-32.91%-48.34%-18.01%-42.92%-52.39%-70.56%$440,862
Max11.6%7.25%45.06%27.97%124.59%53.93%548.01%206.26%$44.78B
% Positive Tickers22.22%44.44%16.67%77.78%83.33%83.33%77.78%

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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.

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