
TDY+9.22%11.3%

ESLT+41.65%8.7%

LHX-9.15%8.7%

AMBA-17.58%7.8%

HAG.XETRA-15.33%7.8%

DRS-12.35%6.9%

PLTR+1.67%6.9%

SPCX-8.33%6.9%

IDR.MC+72.66%5.2%

OPTX+332.39%5.2%

SWMR+13.95%5.2%

NXSN.TA+58.65%4.3%

OUST+28.10%3.5%

BBAI-40.17%2.6%

CHRT.LSE-10.90%2.6%

KOPN+101.90%2.6%

OPXS-13.64%2.6%

MSAI-82.79%1.0%
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% | — |
| Average | 5.6% | -0.89% | -3.20% | -9.03% | -0.56% | 14.54% | 0.92% | 98.27% | 25.00% | 183.57% | 387.35% | $137.46B |
| Median | 5.2% | -1.99% | -4.81% | -12.40% | -2.33% | 5.87% | -9.49% | 34.49% | -3.33% | 69.10% | 25.27% | $5.01B |
| Std Dev | 2.7% | 4.16% | 6.63% | 7.88% | 4.88% | 49.44% | 37.88% | 147.79% | 85.23% | 206.47% | 1000.55% | $443.36B |
| Min | 1.0% | -6.58% | -11.55% | -19.80% | -6.68% | -58.77% | -57.89% | -87.90% | -82.79% | -94.60% | -95.47% | $9.6M |
| Max | 11.3% | 10.91% | 13.15% | 6.35% | 9.70% | 166.08% | 92.76% | 508.80% | 332.39% | 571.74% | 4400.87% | $1.93T |
| % Positive Tickers | 22.22% | 27.78% | 22.22% | 44.44% | 61.11% | 38.89% | 77.78% | 50.00% | 88.89% | 61.11% |
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.