LUNR+80.00%16.5%
LMT+13.06%13.6%
BA-9.27%10.7%
BWXT-5.41%10.7%
MDA.TO+26.07%9.7%
RDW+30.01%9.7%
NOK+135.25%7.8%
HONA-24.21%6.8%
AMTM-18.76%3.9%
TRS-0.22%3.9%
VELO+257.70%3.9%
TER+225.66%2.9%
As of Sep 10, 2026, 5:04 AM ET
Space Supply Chain '26: Lunar Infrastructure Constituents
Intuitive Machines, Inc.LUNR | 16.5% | -4.72% | -2.80% | -5.32% | 1.49% | -7.95% | -9.34% | 79.89% | 80.00% | 170.65% | 54.82% | $2.38B |
Lockheed Martin CorporationLMT | 13.6% | -2.18% | -6.99% | -13.05% | -3.68% | 8.43% | -19.88% | 15.81% | 13.06% | -8.47% | 63.95% | $121.04B |
BWX Technologies, Inc.BWXT | 10.7% | -2.31% | 2.53% | -7.21% | -2.99% | -9.21% | -23.81% | 54.79% | -5.41% | 64.41% | 190.27% | $14.36B |
The Boeing CompanyBA | 10.7% | -2.05% | -1.62% | -11.33% | 0.37% | -4.93% | -9.28% | 22.46% | -9.27% | 26.71% | -3.51% | $163.15B |
MDA Ltd.MDA.TO | 9.7% | -4.30% | 0.27% | -13.63% | 1.73% | 48.93% | -0.28% | 48.87% | 26.07% | 155.40% | 129.27% | $4.00B |
Redwire CorpRDW | 9.7% | -4.72% | -1.56% | -18.45% | 4.29% | 40.79% | 17.97% | 16.18% | 30.01% | 81.36% | -16.73% | $2.56B |
Nokia OyjNOK | 7.8% | 0.95% | 5.30% | 17.75% | 8.27% | 66.17% | 39.26% | 100.95% | 135.25% | 156.04% | 101.74% | $58.11B |
Honeywell Aerospace IncHONA | 6.8% | -2.47% | -6.65% | -7.06% | -1.72% | -24.21% | -24.21% | -24.21% | -24.21% | -24.21% | -24.21% | $48.04B |
Amentum Holdings, Inc.AMTM | 3.9% | -4.12% | -4.92% | -20.99% | -3.40% | -33.41% | -35.35% | -2.03% | -18.76% | -34.56% | -34.56% | $4.71B |
TriMas CorporationTRS | 3.9% | -1.27% | -3.26% | -4.40% | -1.72% | 7.98% | -2.15% | 63.06% | -0.22% | 57.75% | 28.68% | $1.37B |
Velo3D, Inc.VELO | 3.9% | -8.78% | -8.09% | -15.75% | -3.02% | -20.60% | 7.17% | 81.83% | 257.70% | -46.12% | -99.79% | $325.1M |
Teradyne, Inc.TER | 2.9% | 3.13% | 8.09% | 5.09% | 14.42% | 98.23% | 19.89% | 358.85% | 225.66% | 209.27% | 226.36% | $59.99B |
| Theme return | — | -2.97% | -1.88% | -9.68% | 1.06% | 24.93% | 3.91% | 90.36% | 60.26% | 146.40% | 157.34% | — |
| Average | 8.3% | -2.74% | -1.64% | -7.86% | 1.17% | 14.19% | -3.33% | 68.04% | 59.16% | 67.35% | 51.36% | $40.00B |
| Median | 8.7% | -2.39% | -2.21% | -9.27% | -0.67% | 1.53% | -5.71% | 51.83% | 19.57% | 61.08% | 41.75% | $9.54B |
| Std Dev | 4.1% | 2.89% | 4.78% | 10.26% | 5.27% | 38.84% | 20.72% | 94.63% | 92.57% | 84.55% | 92.56% | $51.32B |
| Min | 2.9% | -8.78% | -8.09% | -20.99% | -3.68% | -33.41% | -35.35% | -24.21% | -24.21% | -46.12% | -99.79% | $325.1M |
| Max | 16.5% | 3.13% | 8.09% | 17.75% | 14.42% | 98.23% | 39.26% | 358.85% | 257.70% | 209.27% | 226.36% | $163.15B |
| % Positive Tickers | 16.67% | 33.33% | 16.67% | 50.00% | 50.00% | 33.33% | 83.33% | 58.33% | 66.67% | 58.33% |
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About this theme
Space Supply Chain '26: Lunar Infrastructure tracks 12 publicly listed stocks in this theme: LUNR, LMT, BA, BWXT, MDA.TO, RDW, NOK, HONA, AMTM, TRS, VELO, TER. See the constituent table for details.