SPCX-8.33%8.1%
BKSY+39.69%5.6%
DRS-12.35%5.6%
ESLT+41.65%5.6%
KTOS-28.82%5.6%
LDOS-28.80%5.6%
LHX-9.15%5.6%
LUNR+80.00%5.6%
PL+91.97%5.6%
PLTR+1.67%5.6%
RKLB+36.60%5.6%
RTX+27.45%5.6%
SPIR+28.52%5.6%
TDY+9.22%5.6%
VOYG+18.92%5.6%
AVEX-16.05%5.5%
HAWK-51.62%5.5%
AADX-37.19%2.0%
As of Sep 10, 2026, 5:04 AM ET
Modern Warfare '26: ISR Constituents
Space Exploration Technologies Corp.SPCX | 8.1% | -3.86% | 4.28% | 6.35% | 3.74% | -8.33% | -8.33% | -8.33% | -8.33% | -8.33% | -8.33% | $1.93T |
BlackSky Technology Inc.BKSY | 5.6% | -2.13% | -8.82% | -24.47% | 0.75% | 15.25% | 14.64% | 168.11% | 39.69% | 206.52% | -76.33% | $884.3M |
Elbit Systems Ltd.ESLT | 5.6% | 0.83% | 0.81% | -15.56% | 0.80% | 23.66% | -7.10% | 84.01% | 41.65% | 263.27% | 406.26% | $33.47B |
Intuitive Machines, Inc.LUNR | 5.6% | -4.72% | -2.80% | -5.32% | 1.49% | -7.95% | -9.34% | 79.89% | 80.00% | 170.65% | 54.82% | $2.38B |
Kratos Defense & Security Solutions, Inc.KTOS | 5.6% | -3.03% | -10.12% | -25.12% | -5.27% | -38.43% | -45.76% | 50.00% | -28.82% | 118.82% | 100.09% | $8.76B |
L3Harris Technologies, Inc.LHX | 5.6% | -2.08% | -4.72% | -13.57% | -4.53% | -14.70% | -31.31% | 18.17% | -9.15% | 9.74% | 15.55% | $46.63B |
Leidos Holdings, Inc.LDOS | 5.6% | -0.85% | -8.90% | -7.88% | -7.93% | -28.97% | -26.82% | -10.35% | -28.80% | -16.07% | 35.76% | $16.12B |
Leonardo DRS, Inc.DRS | 5.6% | -2.38% | -6.43% | -19.80% | -4.35% | 5.78% | -16.89% | 6.34% | -12.35% | 35.50% | 228.47% | $9.62B |
Palantir Technologies Inc.PLTR | 5.6% | -0.45% | -9.00% | -3.25% | -5.77% | -4.62% | 23.57% | 93.86% | 1.67% | 389.97% | 548.79% | $389.25B |
Planet Labs PBCPL | 5.6% | -3.31% | -13.81% | -25.45% | -10.59% | -12.68% | -28.67% | 381.01% | 91.97% | 796.88% | 72.72% | $5.73B |
Rocket Lab USA, Inc.RKLB | 5.6% | -4.25% | -2.05% | -21.20% | 0.85% | -9.59% | -8.73% | 226.11% | 36.60% | 927.20% | 204.39% | $36.51B |
RTX CorporationRTX | 5.6% | -0.63% | -6.69% | -11.56% | -3.71% | 7.72% | -2.50% | 49.78% | 27.45% | 66.32% | 159.06% | $266.25B |
Spire Global, Inc.SPIR | 5.6% | -5.35% | -12.76% | -18.10% | -4.41% | 53.20% | 29.83% | 41.85% | 28.52% | 46.00% | -86.98% | $373.8M |
Teledyne Technologies IncorporatedTDY | 5.6% | -1.63% | -4.30% | -13.77% | -2.50% | 16.54% | -12.61% | 19.12% | 9.22% | 40.30% | 34.98% | $27.59B |
Voyager Technologies, Inc.VOYG | 5.6% | -4.69% | -1.57% | -21.51% | 2.40% | 29.11% | 26.45% | 8.87% | 18.92% | 8.87% | 8.87% | $2.04B |
Aevex Corp.AVEX | 5.5% | -4.32% | -7.77% | -24.77% | -3.08% | -16.05% | -16.05% | -16.05% | -16.05% | -16.05% | -16.05% | $924.4M |
HawkEye 360, Inc.HAWK | 5.5% | -7.74% | -15.12% | -34.70% | -10.40% | -51.62% | -51.62% | -51.62% | -51.62% | -51.62% | -51.62% | $1.61B |
Applied Aerospace & Defense, Inc.AADX | 2.0% | -3.63% | -10.23% | -44.52% | -4.86% | -37.19% | -37.19% | -37.19% | -37.19% | -37.19% | -37.19% | $2.04B |
| Theme return | — | -3.00% | -6.26% | -15.58% | -1.62% | 7.05% | -3.04% | 74.78% | 25.64% | 149.83% | 146.32% | — |
| Average | 5.6% | -3.01% | -6.67% | -18.01% | -3.19% | -4.38% | -11.58% | 61.31% | 10.19% | 163.93% | 88.52% | $154.42B |
| Median | 5.6% | -3.17% | -7.23% | -18.95% | -4.03% | -8.14% | -10.97% | 30.49% | 5.45% | 43.15% | 35.37% | $9.19B |
| Std Dev | 1.0% | 2.02% | 4.99% | 11.45% | 4.06% | 25.53% | 23.09% | 103.06% | 37.95% | 272.08% | 163.87% | $442.31B |
| Min | 2.0% | -7.74% | -15.12% | -44.52% | -10.59% | -51.62% | -51.62% | -51.62% | -51.62% | -51.62% | -86.98% | $373.8M |
| Max | 8.1% | 0.83% | 4.28% | 6.35% | 3.74% | 53.20% | 29.83% | 381.01% | 91.97% | 927.20% | 548.79% | $1.93T |
| % Positive Tickers | 5.56% | 11.11% | 5.56% | 33.33% | 38.89% | 22.22% | 72.22% | 55.56% | 72.22% | 66.67% |
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About this theme
Modern Warfare '26: ISR tracks 18 publicly listed stocks in this theme. Sample tickers: SPCX, BKSY, DRS, ESLT, KTOS, LDOS, LHX, LUNR, PL, PLTR, RKLB, RTX, and 6 more. Use the table below for the full list.