SPCX-29.53%8.3%
BKSY+14.56%5.7%
DRS+1.15%5.7%
ESLT+83.15%5.7%
KTOS-20.65%5.7%
LDOS-30.73%5.7%
LHX+12.33%5.7%
LUNR+1.09%5.7%
PL+210.98%5.7%
PLTR-22.82%5.7%
RKLB+33.93%5.7%
RTX+36.16%5.7%
SPIR+1.12%5.7%
TDY+23.53%5.7%
VOYG-37.94%5.7%
AVEX-26.08%5.6%
HAWK-45.18%5.6%
As of Jul 27, 2026, 7:41 AM ET
Modern Warfare '26: ISR Constituents
Space Exploration Technologies Corp.SPCX | 8.3% | -4.07% | -16.65% | -28.00% | -29.53% | -29.53% | -29.53% | -29.53% | $1.50T |
BlackSky Technology Inc.BKSY | 5.7% | -0.53% | -11.73% | -21.16% | 20.85% | 20.21% | 181.14% | 14.56% | $800.4M |
Elbit Systems Ltd.ESLT | 5.7% | 2.57% | 12.64% | 9.13% | 43.56% | 7.84% | 113.63% | 83.15% | $38.43B |
Intuitive Machines, Inc.LUNR | 5.7% | -5.47% | -13.08% | -35.84% | -20.15% | -21.36% | 56.05% | 1.09% | $2.06B |
Kratos Defense & Security Solutions, Inc.KTOS | 5.7% | -4.08% | -5.83% | -10.59% | -37.52% | -44.97% | 52.20% | -20.65% | $8.88B |
L3Harris Technologies, Inc.LHX | 5.7% | 0.94% | 4.31% | 3.51% | 3.04% | -17.02% | 42.75% | 12.33% | $55.93B |
Leidos Holdings, Inc.LDOS | 5.7% | 2.50% | 6.13% | 9.72% | -37.31% | -35.41% | -20.88% | -30.73% | $14.11B |
Leonardo DRS, Inc.DRS | 5.7% | 1.73% | 10.42% | 14.77% | 43.72% | 12.92% | 44.49% | 1.15% | $12.83B |
Palantir Technologies Inc.PLTR | 5.7% | -0.65% | -8.34% | -2.52% | -31.05% | -10.66% | 40.15% | -22.82% | $282.23B |
Planet Labs PBCPL | 5.7% | -7.51% | -19.09% | -34.58% | 4.87% | -14.33% | 477.65% | 210.98% | $6.81B |
Rocket Lab USA, Inc.RKLB | 5.7% | -9.24% | -19.39% | -36.52% | -8.94% | -8.07% | 228.46% | 33.93% | $37.00B |
RTX CorporationRTX | 5.7% | 1.68% | 9.97% | 10.89% | 15.96% | 4.96% | 61.24% | 36.16% | $286.56B |
Spire Global, Inc.SPIR | 5.7% | -2.21% | -22.24% | -38.66% | 50.33% | 27.40% | 39.20% | 1.12% | $357.6M |
Teledyne Technologies IncorporatedTDY | 5.7% | 5.45% | 10.21% | 3.86% | 34.46% | 0.82% | 37.43% | 23.53% | $30.36B |
Voyager Technologies, Inc.VOYG | 5.7% | -0.44% | -11.80% | -22.32% | 0.48% | -1.59% | -15.27% | -37.94% | $1.50B |
Aevex Corp.AVEX | 5.6% | -4.73% | -13.21% | -26.57% | -26.08% | -26.08% | -26.08% | -26.08% | $807.0M |
HawkEye 360, Inc.HAWK | 5.6% | -9.07% | -3.97% | -8.49% | -45.18% | -45.18% | -45.18% | -45.18% | $1.90B |
| Theme return | — | -1.99% | -5.67% | 18.15% | 4.24% | -5.74% | 71.75% | 18.13% | — |
| Average | 5.9% | -1.95% | -5.39% | -12.55% | -1.09% | -10.59% | 72.79% | 12.06% | $134.42B |
| Median | 5.7% | -0.65% | -8.34% | -10.59% | 0.48% | -10.66% | 42.75% | 1.12% | $12.83B |
| Std Dev | 0.6% | 4.20% | 11.60% | 18.47% | 30.75% | 21.02% | 123.25% | 59.04% | $353.63B |
| Min | 5.6% | -9.24% | -22.24% | -38.66% | -45.18% | -45.18% | -45.18% | -45.18% | $357.6M |
| Max | 8.3% | 5.45% | 12.64% | 14.77% | 50.33% | 27.40% | 477.65% | 210.98% | $1.50T |
| % Positive Tickers | 35.29% | 35.29% | 35.29% | 52.94% | 35.29% | 70.59% | 58.82% |
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About this theme
Modern Warfare '26: ISR tracks 17 publicly listed stocks in this theme. Sample tickers: AVEX, BKSY, DRS, ESLT, HAWK, KTOS, LDOS, LHX, LUNR, PL, PLTR, RKLB, and 5 more. Use the table below for the full list.