LUNR+1.09%16.5%
LMT+38.63%13.6%
BA-9.46%10.7%
BWXT+17.93%10.7%
MDA.TO-1.07%9.7%
RDW-46.11%9.7%
NOK+107.97%7.8%
HONA+1.43%6.8%
AMTM-11.88%3.9%
TRS+27.80%3.9%
VELO+36.45%3.9%
TER+283.54%2.9%
As of Jul 27, 2026, 7:41 AM ET
Space Supply Chain '26: Lunar Infrastructure Constituents
Intuitive Machines, Inc.LUNR | 16.5% | -5.47% | -13.08% | -35.84% | -20.15% | -21.36% | 56.05% | 1.09% | $2.06B |
Lockheed Martin CorporationLMT | 13.6% | 2.68% | 13.37% | 11.89% | 20.71% | -10.81% | 28.92% | 38.63% | $134.33B |
BWX Technologies, Inc.BWXT | 10.7% | -1.65% | -3.38% | -9.15% | 0.67% | -15.53% | 71.63% | 17.93% | $15.99B |
The Boeing CompanyBA | 10.7% | 0.85% | -2.81% | -3.47% | -2.82% | -7.26% | 25.18% | -9.46% | $165.17B |
MDA Ltd.MDA.TO | 9.7% | -3.80% | -12.62% | -28.14% | 52.63% | 2.19% | 52.56% | -1.07% | $4.11B |
Redwire CorpRDW | 9.7% | -6.68% | -11.09% | -27.65% | 13.95% | -4.52% | -5.97% | -46.11% | $2.08B |
Nokia OyjNOK | 7.8% | -7.45% | -23.03% | -30.25% | 39.18% | 16.65% | 68.32% | 107.97% | $49.15B |
Honeywell Aerospace IncHONA | 6.8% | 3.57% | -2.24% | -10.75% | 1.43% | 1.43% | 1.43% | 1.43% | $64.68B |
Amentum Holdings, Inc.AMTM | 3.9% | 2.45% | 10.05% | 11.63% | -22.24% | -24.51% | 14.41% | -11.88% | $5.50B |
TriMas CorporationTRS | 3.9% | -0.47% | -1.50% | -7.51% | 13.04% | 2.43% | 70.69% | 27.80% | $1.43B |
Velo3D, Inc.VELO | 3.9% | -4.85% | -24.78% | -40.17% | -29.99% | -5.50% | 60.33% | 36.45% | $187.6M |
Teradyne, Inc.TER | 2.9% | -7.49% | -2.11% | -19.09% | 78.63% | 8.04% | 313.49% | 283.54% | $54.78B |
| Theme return | — | -2.31% | -5.94% | 38.55% | 21.96% | 1.44% | 85.83% | 38.85% | — |
| Average | 8.3% | -2.36% | -6.10% | -15.71% | 12.09% | -4.90% | 63.09% | 37.19% | $41.62B |
| Median | 8.7% | -2.72% | -3.09% | -14.92% | 7.24% | -5.01% | 54.31% | 9.68% | $10.75B |
| Std Dev | 4.1% | 3.95% | 11.04% | 16.63% | 30.74% | 11.49% | 79.88% | 82.53% | $53.58B |
| Min | 2.9% | -7.49% | -24.78% | -40.17% | -29.99% | -24.51% | -5.97% | -46.11% | $187.6M |
| Max | 16.5% | 3.57% | 13.37% | 11.89% | 78.63% | 16.65% | 313.49% | 283.54% | $165.17B |
| % Positive Tickers | 33.33% | 16.67% | 16.67% | 66.67% | 41.67% | 91.67% | 66.67% |
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About this theme
Space Supply Chain '26: Lunar Infrastructure tracks 12 publicly listed stocks in this theme: AMTM, BA, BWXT, HONA, LMT, LUNR, MDA.TO, NOK, RDW, TER, TRS, VELO. See the constituent table for details.