Theme

Modern Warfare '26: Sensors, Targeting & Battlefield Perception

18 tickers$2.47T market cap
10D rank#676of 1,061 themes#6of 20 in Modern Warfare
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As of Sep 10, 2026, 5:04 AM ET

Modern Warfare '26: Sensors, Targeting & Battlefield Perception Constituents

Teledyne Technologies IncorporatedTDY
11.3%-1.63%-4.30%-13.77%-2.50%16.54%-12.61%19.12%9.22%40.30%34.98%$27.59B
Elbit Systems Ltd.ESLT
8.7%0.83%0.81%-15.56%0.80%23.66%-7.10%84.01%41.65%263.27%406.26%$33.47B
L3Harris Technologies, Inc.LHX
8.7%-2.08%-4.72%-13.57%-4.53%-14.70%-31.31%18.17%-9.15%9.74%15.55%$46.63B
Ambarella, Inc.AMBA
7.8%8.38%-2.59%-16.14%1.43%-2.88%14.02%33.88%-17.58%33.39%-52.99%$3.02B
Hensoldt AGHAG.XETRA
7.8%-3.53%-9.47%-13.97%-4.68%5.96%4.05%35.09%-15.33%178.83%487.11%$10.56B
Leonardo DRS, Inc.DRS
6.9%-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
6.9%-0.45%-9.00%-3.25%-5.77%-4.62%23.57%93.86%1.67%389.97%548.79%$389.25B
Space Exploration Technologies Corp.SPCX
6.9%-3.86%4.28%6.35%3.74%-8.33%-8.33%-8.33%-8.33%-8.33%-8.33%$1.93T
Indra Sistemas, S.A.IDR.MC
5.2%-1.90%-8.52%-10.59%-6.19%16.05%-10.65%125.50%72.66%265.02%565.70%$11.60B
Swarmer, Inc Common StockSWMR
5.2%10.91%7.01%-2.69%9.70%13.95%13.95%13.95%13.95%13.95%13.95%$383.5M
Syntec Optics Holdings, Inc.OPTX
5.2%-1.93%-10.68%0.40%4.53%166.08%18.54%508.80%332.39%539.50%-22.66%$306.5M
NextVison Stabilized Systems, Ltd.NXSN.TA
4.3%1.29%13.15%5.77%3.16%4.76%-33.61%216.00%58.65%571.74%4400.87%$7.00B
Ouster, Inc.OUST
3.5%-3.33%4.68%-13.98%8.96%67.47%91.24%306.28%28.10%494.10%-54.93%$2.61B
BigBear.ai Holdings, Inc.BBAI
2.6%-3.08%-7.21%-12.38%-4.07%-47.59%-28.54%-9.58%-40.17%97.90%-71.27%$1.36B
Cohort plcCHRT.LSE
2.6%-0.35%-7.43%-17.00%-2.60%25.70%-11.85%-5.49%-10.90%38.90%112.10%$704.0M
Kopin Corp.KOPN
2.6%-6.58%-4.91%1.19%1.19%82.05%92.76%345.47%101.90%403.49%-27.55%$789.4M
Optex Systems Holdings, IncOPXS
2.6%-2.06%-0.65%-12.43%-2.15%-29.48%-22.78%73.61%-13.64%31.58%491.72%$69.6M
MultiSensor AI Holdings, Inc.MSAI
1.0%-4.23%-11.55%-11.21%-6.68%-58.77%-57.89%-87.90%-82.79%-94.60%-95.47%$9.6M
Theme return-0.43%-3.09%-8.65%0.27%27.45%8.60%101.88%36.80%193.54%276.26%
Average5.6%-0.89%-3.20%-9.03%-0.56%14.54%0.92%98.27%25.00%183.57%387.35%$137.46B
Median5.2%-1.99%-4.81%-12.40%-2.33%5.87%-9.49%34.49%-3.33%69.10%25.27%$5.01B
Std Dev2.7%4.16%6.63%7.88%4.88%49.44%37.88%147.79%85.23%206.47%1000.55%$443.36B
Min1.0%-6.58%-11.55%-19.80%-6.68%-58.77%-57.89%-87.90%-82.79%-94.60%-95.47%$9.6M
Max11.3%10.91%13.15%6.35%9.70%166.08%92.76%508.80%332.39%571.74%4400.87%$1.93T
% Positive Tickers22.22%27.78%22.22%44.44%61.11%38.89%77.78%50.00%88.89%61.11%

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About this theme

Modern Warfare '26: Sensors, Targeting & Battlefield Perception tracks 18 publicly listed stocks in this theme. Sample tickers: TDY, ESLT, LHX, AMBA, HAG.XETRA, DRS, PLTR, SPCX, IDR.MC, OPTX, SWMR, NXSN.TA, and 6 more. Use the table below for the full list.

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