TDY+23.53%11.3%
ESLT+83.15%8.7%
LHX+12.33%8.7%
AMBA+1.75%7.8%
HAG.XETRA-20.34%7.8%
DRS+1.15%6.9%
PLTR-22.82%6.9%
SPCX-29.53%6.9%
IDR.MC+39.72%5.2%
OPTX+262.14%5.2%
SWMR+27.23%5.2%
NXSN.TA+115.55%4.3%
OUST+29.41%3.5%
BBAI-62.58%2.6%
CHRT.LSE-16.19%2.6%
KOPN+78.10%2.6%
OPXS-8.67%2.6%
MSAI-85.07%1.0%
As of Jul 27, 2026, 7:41 AM ET
Modern Warfare '26: Sensors, Targeting & Battlefield Perception Constituents
Teledyne Technologies IncorporatedTDY | 11.3% | 5.45% | 10.21% | 3.86% | 34.46% | 0.82% | 37.43% | 23.53% | $30.36B |
Elbit Systems Ltd.ESLT | 8.7% | 2.57% | 12.64% | 9.13% | 43.56% | 7.84% | 113.63% | 83.15% | $38.43B |
L3Harris Technologies, Inc.LHX | 8.7% | 0.94% | 4.31% | 3.51% | 3.04% | -17.02% | 42.75% | 12.33% | $55.93B |
Ambarella, Inc.AMBA | 7.8% | -2.85% | -6.04% | -22.46% | -3.30% | 13.52% | 33.29% | 1.75% | $2.99B |
Hensoldt AGHAG.XETRA | 7.8% | 0.86% | 8.67% | 12.55% | 5.26% | 3.36% | 34.19% | -20.34% | $10.48B |
Leonardo DRS, Inc.DRS | 6.9% | 1.73% | 10.42% | 14.77% | 43.72% | 12.92% | 44.49% | 1.15% | $12.83B |
Palantir Technologies Inc.PLTR | 6.9% | -0.65% | -8.34% | -2.52% | -31.05% | -10.66% | 40.15% | -22.82% | $282.23B |
Space Exploration Technologies Corp.SPCX | 6.9% | -4.07% | -16.65% | -28.00% | -29.53% | -29.53% | -29.53% | -29.53% | $1.50T |
Indra Sistemas, S.A.IDR.MC | 5.2% | -2.49% | 8.78% | 7.71% | 6.43% | -18.05% | 106.82% | 39.72% | $10.63B |
Swarmer, Inc Common StockSWMR | 5.2% | -3.33% | -5.19% | -4.32% | 27.23% | 27.23% | 27.23% | 27.23% | $421.7M |
Syntec Optics Holdings, Inc.OPTX | 5.2% | -3.97% | -11.59% | -40.43% | 153.50% | 12.93% | 480.00% | 262.14% | $284.0M |
NextVison Stabilized Systems, Ltd.NXSN.TA | 4.3% | 6.33% | 11.96% | 2.11% | 16.39% | -26.24% | 251.07% | 115.55% | $7.26B |
Ouster, Inc.OUST | 3.5% | -9.63% | -18.85% | -43.25% | 57.39% | 79.74% | 281.84% | 29.41% | $2.17B |
BigBear.ai Holdings, Inc.BBAI | 2.6% | -2.98% | -10.81% | -24.04% | -48.80% | -30.18% | -11.66% | -62.58% | $989.8M |
Cohort plcCHRT.LSE | 2.6% | -0.92% | -0.11% | -2.69% | 41.18% | -0.99% | 6.14% | -16.19% | $787.6M |
Kopin Corp.KOPN | 2.6% | -3.92% | -2.90% | -13.48% | 56.03% | 65.21% | 281.79% | 78.10% | $663.4M |
Optex Systems Holdings, IncOPXS | 2.6% | -5.06% | -15.44% | -19.27% | -22.00% | -14.59% | 92.01% | -8.67% | $77.3M |
MultiSensor AI Holdings, Inc.MSAI | 1.0% | 0.98% | -5.85% | -3.38% | -55.30% | -54.34% | -86.88% | -85.07% | $4.5M |
| Theme return | — | -0.34% | 0.44% | 35.09% | 27.16% | 8.35% | 101.41% | 34.75% | — |
| Average | 5.6% | -1.17% | -1.93% | -8.34% | 16.57% | 1.22% | 96.93% | 23.83% | $108.95B |
| Median | 5.2% | -1.70% | -4.04% | -3.03% | 11.41% | -0.09% | 41.45% | 7.04% | $5.12B |
| Std Dev | 2.7% | 3.79% | 10.32% | 17.10% | 47.50% | 31.87% | 136.30% | 75.30% | $344.47B |
| Min | 1.0% | -9.63% | -18.85% | -43.25% | -55.30% | -54.34% | -86.88% | -85.07% | $4.5M |
| Max | 11.3% | 6.33% | 12.64% | 14.77% | 153.50% | 79.74% | 480.00% | 262.14% | $1.50T |
| % Positive Tickers | 38.89% | 38.89% | 38.89% | 66.67% | 50.00% | 83.33% | 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: AMBA, BBAI, CHRT.LSE, DRS, ESLT, HAG.XETRA, IDR.MC, KOPN, LHX, MSAI, NXSN.TA, OPTX, and 6 more. Use the table below for the full list.