Theme

Space Supply Chain '26: Satellite Builders

16 tickers$2.76T market cap
10D rank#640of 1,061 themes#9of 17 in Space Supply Chain
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As of Sep 10, 2026, 5:04 AM ET

Space Supply Chain '26: Satellite Builders Constituents

MDA Ltd.MDA.TO
9.1%-4.30%0.27%-13.63%1.73%48.93%-0.28%48.87%26.07%155.40%129.27%$4.00B
Space Exploration Technologies Corp.SPCX
9.1%-3.86%4.28%6.35%3.74%-8.33%-8.33%-8.33%-8.33%-8.33%-8.33%$1.93T
Rocket Lab USA, Inc.RKLB
8.2%-4.25%-2.05%-21.20%0.85%-9.59%-8.73%226.11%36.60%927.20%204.39%$36.51B
Lockheed Martin CorporationLMT
7.3%-2.18%-6.99%-13.05%-3.68%8.43%-19.88%15.81%13.06%-8.47%63.95%$121.04B
Redwire CorpRDW
7.3%-4.72%-1.56%-18.45%4.29%40.79%17.97%16.18%30.01%81.36%-16.73%$2.56B
Firefly Aerospace Inc.FLY
6.4%-4.76%2.59%-15.33%5.52%-2.50%13.18%-63.86%-49.01%-63.86%-63.86%$3.58B
Kratos Defense & Security Solutions, Inc.KTOS
6.4%-3.03%-10.12%-25.12%-5.27%-38.43%-45.76%50.00%-28.82%118.82%100.09%$8.76B
MDA Space LtdMDA
6.4%-4.41%-0.24%-13.77%1.55%-48.68%-48.68%-48.68%-48.68%-48.68%-48.68%$4.66B
York Space Systems, Inc.YSS
6.4%-9.63%-10.03%-23.00%-8.50%-75.99%-68.48%-75.99%-75.99%-75.99%-75.99%$1.06B
Airbus SEAIR.PA
5.5%-2.17%-2.90%-7.88%0.35%-2.10%4.93%28.61%3.50%59.74%75.79%$180.78B
L3Harris Technologies, Inc.LHX
5.5%-2.08%-4.72%-13.57%-4.53%-14.70%-31.31%18.17%-9.15%9.74%15.55%$46.63B
Northrop Grumman CorporationNOC
5.5%-0.58%-5.50%-10.78%-3.25%-9.58%-28.83%0.66%-11.09%-1.23%52.19%$73.24B
RTX CorporationRTX
5.5%-0.63%-6.69%-11.56%-3.71%7.72%-2.50%49.78%27.45%66.32%159.06%$266.25B
Thales S.A.HO.PA
4.5%-3.01%-7.38%-15.00%-5.15%-2.84%-12.81%-2.31%-4.57%65.21%184.75%$53.95B
AST SpaceMobile, Inc.ASTS
3.6%-5.60%7.53%-9.22%11.86%-14.06%-21.18%178.54%66.10%140.63%425.86%$25.40B
OHB SEOHB.XETRA
3.6%-2.38%-4.25%-21.68%-1.48%53.53%-18.34%175.92%174.80%337.21%394.78%$4.37B
Theme return-3.71%-2.81%-14.00%-0.66%2.48%-10.87%39.13%11.94%85.98%128.98%
Average6.2%-3.60%-2.99%-14.18%-0.36%-4.21%-17.44%38.09%8.87%109.69%99.51%$172.63B
Median6.4%-3.44%-3.57%-13.70%-0.56%-5.58%-15.57%17.18%-0.54%62.47%69.87%$30.95B
Std Dev1.6%2.11%4.85%7.20%4.97%32.67%22.52%83.69%55.45%233.22%144.07%$459.37B
Min3.6%-9.63%-10.12%-25.12%-8.50%-75.99%-68.48%-75.99%-75.99%-75.99%-75.99%$1.06B
Max9.1%-0.58%7.53%6.35%11.86%53.53%17.97%226.11%174.80%927.20%425.86%$1.93T
% Positive Tickers0.00%25.00%6.25%50.00%31.25%18.75%68.75%50.00%62.50%68.75%

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About this theme

Space Supply Chain '26: Satellite Builders tracks 16 publicly listed stocks in this theme. Sample tickers: MDA.TO, SPCX, RKLB, LMT, RDW, FLY, KTOS, MDA, YSS, AIR.PA, LHX, NOC, and 4 more. Use the table below for the full list.

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