Theme

Space Supply Chain '26: Lunar Infrastructure

12 tickers$597.21B market cap
10D rank#669of 869 themes#11of 17 in Space Supply Chain
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As of Jun 9, 2026, 8:59 PM ET

Constituents

Build 20260610T080726

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Company1D %10D %MTD %YTD %1Yr %Prev RptNext RptLst Q Ern %Ern Move %Intra-Qtr %Since Rpt %Mkt CapWgt
The Boeing CompanyBA
-0.65%-7.20%-4.36%-1.20%-1.38%4/22/26 (BMO)4/22/26 (BMO)-2.75%6.84%-9.28%-8.39%$169.10B11.0%
Honeywell International Inc.HON
1.84%-9.32%-8.81%10.56%1.93%4/23/26 (BMO)4/23/26 (BMO)5.02%-3.09%-3.32%1.19%$136.68B7.0%
Lockheed Martin CorporationLMT
1.93%-0.06%2.64%9.61%10.25%4/23/26 (BMO)4/23/26 (BMO)6.19%-7.56%-12.42%3.25%$122.23B14.0%
Nokia OyjNOK
-5.00%-6.67%-14.77%114.06%155.06%4/23/26 (BMO)4/23/26 (BMO)-6.09%5.74%53.95%32.84%$74.80B8.0%
Teradyne, Inc.TER
-1.46%-1.36%-0.07%90.75%325.36%4/28/26 (AMC)4/28/26 (AMC)7.83%-23.80%41.28%20.53%$57.80B0.0%
BWX Technologies, Inc.BWXT
0.73%-3.53%0.30%9.48%43.09%5/4/26 (AMC)5/4/26 (AMC)4.99%-4.70%4.18%-8.34%$17.31B11.0%
Amentum Holdings, Inc.AMTM
-0.44%-3.10%-6.48%-22.38%-2.68%5/11/265/11/26-16.94%-0.90%-21.22%-7.40%$5.49B4.0%
MDA Ltd.MDA.TO
-2.67%-15.46%-10.98%94.14%76.78%5/7/26 (BMO)5/7/26 (BMO)2.68%7.06%6.09%9.03%$5.23B10.0%
Intuitive Machines, Inc.LUNR
-7.62%-37.33%-28.11%69.25%132.99%5/14/26 (AMC)5/14/26 (AMC)-5.71%-5.02%104.82%-18.94%$4.38B17.0%
Redwire CorporationRDW
-15.19%-35.90%-23.84%107.24%-21.09%5/6/26 (AMC)5/6/26 (AMC)5.22%5.87%6.28%71.20%$2.37B10.0%
TriMas CorporationTRS
1.94%-0.95%1.38%14.48%51.67%4/30/26 (BMO)4/30/26 (BMO)2.95%6.79%-5.27%5.22%$1.45B4.0%
Velo3D, Inc.VELO
19.72%-19.08%-9.67%41.41%157.01%5/12/265/12/26-26.04%45.20%40.60%-7.52%$376.9M4.0%
Average-0.57%-11.66%-8.56%44.78%77.42%-1.89%2.70%17.14%7.72%$49.77B8.3%
Median-0.55%-6.93%-7.64%27.95%47.38%2.81%2.42%5.14%2.22%$11.40B9.0%
Std Dev7.75%12.45%9.39%45.70%96.31%9.97%15.40%34.82%23.42%$59.03B4.6%
Min-15.19%-37.33%-28.11%-22.38%-21.09%-26.04%-23.80%-21.22%-18.94%$376.9M0.0%
Max19.72%-0.06%2.64%114.06%325.36%7.83%45.20%104.82%71.20%$169.10B17.0%
% Positive Tickers41.67%0.00%25.00%83.33%75.00%58.33%50.00%58.33%58.33%

* 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

Space Supply Chain '26: Lunar Infrastructure tracks 12 publicly listed stocks in this theme: AMTM, BA, BWXT, HON, LMT, LUNR, MDA.TO, NOK, RDW, TER, TRS, VELO. See the constituent table for details.

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