ENS+115.16%18.0%
KULR-60.00%16.0%
ULBI-39.10%14.0%
AMPX+15.91%12.0%
DRS+1.15%12.0%
TTE.PA+45.49%10.0%
ENVX-72.77%7.0%
ETN+3.46%5.0%
ASPN-40.35%3.0%
BWXT+17.93%3.0%
As of Jul 27, 2026, 7:41 AM ET
Modern Warfare '26: Defense Power, Batteries & Thermal Mgmt Constituents
EnerSysENS | 18.0% | 0.91% | 0.32% | -8.43% | 37.56% | 21.50% | 118.16% | 115.16% | $6.95B |
KULR Technology Group, Inc.KULR | 16.0% | -6.86% | -11.95% | -33.33% | -12.84% | -8.19% | -74.80% | -60.00% | $116.6M |
Ultralife CorporationULBI | 14.0% | -2.42% | -7.24% | -16.13% | -8.22% | -7.41% | 7.58% | -39.10% | $88.3M |
Amprius Technologies, Inc.AMPX | 12.0% | -4.09% | -14.52% | -30.06% | 20.47% | -11.42% | 244.38% | 15.91% | $1.31B |
Leonardo DRS, Inc.DRS | 12.0% | 1.73% | 10.42% | 14.77% | 43.72% | 12.92% | 44.49% | 1.15% | $12.83B |
TotalEnergies SETTE.PA | 10.0% | -0.37% | 6.20% | 15.14% | 32.19% | 8.71% | 37.66% | 45.49% | $192.13B |
Enovix CorporationENVX | 7.0% | -7.83% | -20.95% | -31.62% | -45.28% | -24.10% | -47.58% | -72.77% | $861.7M |
Eaton Corporation plcETN | 5.0% | -2.26% | -2.35% | -1.59% | 27.39% | 7.94% | 42.95% | 3.46% | $156.90B |
Aspen Aerogels, Inc.ASPN | 3.0% | -10.17% | -12.05% | -21.84% | 63.78% | 48.56% | -27.80% | -40.35% | $387.0M |
BWX Technologies, Inc.BWXT | 3.0% | -1.65% | -3.38% | -9.15% | 0.67% | -15.53% | 71.63% | 17.93% | $15.99B |
| Theme return | — | -2.61% | -4.79% | 3.53% | 20.65% | 7.28% | 40.29% | 2.41% | — |
| Average | 10.0% | -3.30% | -5.55% | -12.22% | 15.94% | 3.30% | 41.67% | -1.31% | $38.76B |
| Median | 11.0% | -2.34% | -5.31% | -12.64% | 23.93% | 0.27% | 40.31% | 2.30% | $4.13B |
| Std Dev | 5.1% | 3.70% | 9.20% | 16.92% | 30.56% | 20.23% | 86.82% | 52.87% | $68.54B |
| Min | 3.0% | -10.17% | -20.95% | -33.33% | -45.28% | -24.10% | -74.80% | -72.77% | $88.3M |
| Max | 18.0% | 1.73% | 10.42% | 15.14% | 63.78% | 48.56% | 244.38% | 115.16% | $192.13B |
| % Positive Tickers | 20.00% | 30.00% | 20.00% | 70.00% | 50.00% | 70.00% | 60.00% |
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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.