Theme

Modern Warfare '26: Defense Power, Batteries & Thermal Mgmt

10 tickers$394.96B market cap
10D rank#280of 869 themes#5of 19 in Modern Warfare
Color by

As of Jun 9, 2026, 8:59 PM ET

Constituents

Build 20260610T080726

Scroll or drag sideways to view all columns.

Company1D %10D %MTD %YTD %1Yr %Prev RptNext RptLst Q Ern %Ern Move %Intra-Qtr %Since Rpt %Mkt CapWgt
TotalEnergies SETTE.PA
-1.12%0.63%-0.72%35.03%52.35%4/29/26 (BMO)4/29/26 (BMO)2.71%1.40%20.17%-5.15%$196.08B10.0%
Eaton Corporation plcETN
-0.35%0.28%0.41%26.12%23.30%5/5/26 (BMO)5/5/26 (BMO)1.55%-0.25%15.42%-4.40%$155.99B5.0%
BWX Technologies, Inc.BWXT
0.73%-3.53%0.30%9.48%43.09%5/4/26 (AMC)5/4/26 (AMC)4.99%-4.70%4.18%-8.34%$17.31B3.0%
Leonardo DRS, Inc.DRS
1.72%-2.89%-1.27%38.90%6.31%5/5/26 (BMO)5/5/26 (BMO)11.06%4.47%-5.57%13.30%$12.63B12.0%
EnerSysENS
-0.82%-0.62%-0.59%54.38%158.22%5/20/26 (AMC)5/20/26 (AMC)-6.92%9.89%24.58%-5.17%$8.27B18.0%
Amprius Technologies, Inc.AMPX
-7.59%-14.10%-19.91%120.79%453.02%5/6/26 (AMC)5/6/26 (AMC)30.12%-24.72%35.88%8.13%$2.47B12.0%
Enovix CorporationENVX
-7.79%-15.41%-21.33%-7.66%-21.42%5/13/26 (AMC)5/13/26 (AMC)-14.31%-9.61%38.33%7.14%$1.47B7.0%
Aspen Aerogels, Inc.ASPN
-2.13%-13.75%-11.25%95.05%-10.53%5/7/26 (BMO)5/7/26 (BMO)21.40%22.33%64.10%9.52%$457.5M3.0%
KULR Technology Group, Inc.KULR
-0.80%-22.59%-19.57%25.00%-62.40%5/14/26 (AMC)5/14/26 (AMC)-10.97%-11.11%80.57%2.78%$171.2M16.0%
Ultralife CorporationULBI
-2.55%-10.48%-10.61%13.46%-17.53%5/8/26 (BMO)5/8/26 (BMO)5.76%-15.32%-1.49%8.71%$108.1M14.0%
Average-2.07%-8.25%-8.45%41.05%62.44%4.54%-2.76%27.62%2.65%$39.50B10.0%
Median-0.97%-7.00%-5.94%30.58%14.81%3.85%-2.47%22.38%4.96%$5.37B11.0%
Std Dev3.04%7.66%8.73%37.56%141.85%13.12%12.75%26.51%7.35%$69.08B5.1%
Min-7.79%-22.59%-21.33%-7.66%-62.40%-14.31%-24.72%-5.57%-8.34%$108.1M3.0%
Max1.72%0.63%0.41%120.79%453.02%30.12%22.33%80.57%13.30%$196.08B18.0%
% Positive Tickers20.00%20.00%20.00%90.00%60.00%70.00%40.00%80.00%60.00%

* 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 Power, Batteries & Thermal Mgmt tracks 10 publicly listed stocks in this theme: AMPX, ASPN, BWXT, DRS, ENS, ENVX, ETN, KULR, TTE.PA, ULBI. See the constituent table for details.

← All themes