TDY+22.48%13.0%
ESLT+101.49%10.0%
LHX+25.57%10.0%
AMBA+20.93%9.0%
HAG.XETRA-18.64%9.0%
DRS+6.31%8.0%
PLTR+0.01%8.0%
IDR.MC+57.27%6.0%
OPTX+640.76%6.0%
NXSN.TA+228.93%5.0%
OUST+153.67%4.0%
BBAI+2.31%3.0%
CHRT.LSE-23.00%3.0%
KOPN+195.21%3.0%
OPXS+45.44%3.0%
As of Jun 9, 2026, 8:59 PM ET
Constituents
Build 20260610T080726
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| Company | 1D % | 10D % | MTD % | YTD % | 1Yr % | Prev Rpt | Next Rpt | Lst Q Ern % | Ern Move % | Intra-Qtr % | Since Rpt % | Mkt Cap | Wgt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Palantir Technologies Inc.PLTR | -3.22% | -15.63% | -17.79% | -25.70% | 0.01% | 5/4/26 (AMC) | 5/4/26 (AMC) | -5.56% | -5.66% | 4.65% | -2.83% | $303.24B | 8.0% |
L3Harris Technologies, Inc.LHX | 2.01% | -2.22% | -0.06% | 4.97% | 25.57% | 4/30/26 (BMO) | 4/30/26 (BMO) | -4.84% | -2.50% | -6.26% | -1.66% | $57.41B | 10.0% |
Elbit Systems Ltd.ESLT | 0.73% | -5.07% | -2.54% | 44.75% | 101.49% | 5/26/26 (BMO) | 5/26/26 (BMO) | 9.04% | 7.94% | -19.48% | 0.90% | $39.20B | 10.0% |
Teledyne Technologies IncorporatedTDY | 1.08% | -0.14% | 1.56% | 21.19% | 22.48% | 4/22/26 (BMO) | 4/22/26 (BMO) | 9.78% | 1.39% | 3.41% | -5.03% | $28.69B | 13.0% |
Leonardo DRS, Inc.DRS | 1.72% | -2.89% | -1.27% | 38.90% | 6.31% | 5/5/26 (BMO) | 5/5/26 (BMO) | 11.06% | 4.47% | -5.57% | 13.30% | $12.63B | 8.0% |
Indra Sistemas, S.A.IDR.MC | -4.22% | -5.21% | -3.28% | 10.21% | 57.27% | 4/30/26 (AMC) | 4/30/26 (AMC) | 21.13% | -0.38% | -22.70% | 9.88% | $11.03B | 6.0% |
Hensoldt AGHAG.XETRA | 0.08% | -12.89% | -7.29% | 4.13% | -18.64% | 5/6/26 (BMO) | 5/6/26 (BMO) | -7.21% | -3.24% | 7.55% | -1.73% | $10.38B | 9.0% |
NextVison Stabilized Systems, Ltd.NXSN.TA | 3.27% | -8.01% | -5.92% | 36.84% | 228.93% | 5/11/26 | 5/11/26 | 0.43% | -0.09% | -12.66% | -7.28% | $9.13B | 5.0% |
Ambarella, Inc.AMBA | -4.32% | -8.91% | -13.11% | -7.19% | 20.93% | 5/28/26 (AMC) | 5/28/26 (AMC) | -14.89% | -20.31% | 52.20% | -8.91% | $2.88B | 9.0% |
Ouster, Inc.OUST | -5.77% | -16.35% | -14.27% | 78.00% | 153.67% | 5/5/26 (AMC) | 5/5/26 (AMC) | 10.52% | 4.42% | 27.79% | 31.04% | $2.45B | 4.0% |
BigBear.ai Holdings, Inc.BBAI | -7.42% | -20.83% | -25.28% | -26.11% | 2.31% | 5/5/26 | 5/5/26 | -6.59% | 4.80% | 8.09% | -8.70% | $1.43B | 3.0% |
Kopin CorporationKOPN | -9.87% | -13.66% | -14.56% | 110.68% | 195.21% | 4/13/26 (BMO) | 4/13/26 (BMO) | -8.21% | 2.26% | 3.50% | 81.25% | $901.8M | 3.0% |
Syntec Optics Holdings, Inc.OPTX | -2.35% | 16.88% | 7.29% | 306.64% | 640.76% | 3/31/26 | — | 22.19% | — | 47.40% | — | $468.5M | 6.0% |
Optex Systems Holdings, IncOPXS | 5.92% | 18.05% | 14.42% | -5.43% | 45.44% | 5/11/26 (AMC) | 5/11/26 (AMC) | 1.84% | 15.20% | -28.95% | 14.13% | $93.3M | 3.0% |
Cohort plcCHRT.LSE | -4.39% | -12.48% | -8.59% | 33.23% | -23.00% | 12/10/25 (BMO) | — | -13.37% | — | 27.97% | — | $7.5M | 3.0% |
MultiSensor AI Holdings, Inc.MSAI | 3.35% | -15.15% | -10.20% | -57.20% | -82.64% | 5/13/26 | 5/13/26 | -15.90% | 11.17% | -40.24% | -21.37% | $4.6M | 0.0% |
| Average | -1.46% | -6.53% | -6.31% | 35.49% | 86.01% | 0.59% | 1.39% | 2.92% | 6.64% | $30.00B | 6.3% | ||
| Median | -1.13% | -8.46% | -6.60% | 15.70% | 24.03% | -2.21% | 1.82% | 3.45% | -1.69% | $6.01B | 6.0% | ||
| Std Dev | 4.25% | 10.67% | 9.54% | 80.42% | 164.19% | 11.77% | 8.12% | 25.18% | 24.09% | $72.33B | 3.4% | ||
| Min | -9.87% | -20.83% | -25.28% | -57.20% | -82.64% | -15.90% | -20.31% | -40.24% | -21.37% | $4.6M | 0.0% | ||
| Max | 5.92% | 18.05% | 14.42% | 306.64% | 640.76% | 22.19% | 15.20% | 52.20% | 81.25% | $303.24B | 13.0% | ||
| % Positive Tickers | 50.00% | 12.50% | 18.75% | 68.75% | 81.25% | 50.00% | 57.14% | 56.25% | 42.86% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.
About this theme
Modern Warfare '26: Sensors, Targeting & Battlefield Perception tracks 16 publicly listed stocks in this theme. Sample tickers: AMBA, BBAI, CHRT.LSE, DRS, ESLT, HAG.XETRA, IDR.MC, KOPN, LHX, MSAI, NXSN.TA, OPTX, and 4 more. Use the table below for the full list.