Theme

Space Supply Chain '26: Satellite Builders

16 tickers$2.39T market cap
10D rank#848of 963 themes#11of 17 in Space Supply Chain
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As of Jul 27, 2026, 7:41 AM ET

Space Supply Chain '26: Satellite Builders Constituents

MDA Ltd.MDA.TO
9.1%-3.80%-12.62%-28.14%52.63%2.19%52.56%-1.07%$4.11B
Space Exploration Technologies Corp.SPCX
9.1%-4.07%-16.65%-28.00%-29.53%-29.53%-29.53%-29.53%$1.50T
Rocket Lab USA, Inc.RKLB
8.2%-9.24%-19.39%-36.52%-8.94%-8.07%228.46%33.93%$37.00B
Lockheed Martin CorporationLMT
7.3%2.68%13.37%11.89%20.71%-10.81%28.92%38.63%$134.33B
Redwire CorpRDW
7.3%-6.68%-11.09%-27.65%13.95%-4.52%-5.97%-46.11%$2.08B
Firefly Aerospace Inc.FLY
6.4%-1.23%-5.13%-27.93%-8.61%6.10%-66.12%-66.12%$3.23B
Kratos Defense & Security Solutions, Inc.KTOS
6.4%-4.08%-5.83%-10.59%-37.52%-44.97%52.20%-20.65%$8.88B
MDA Space LtdMDA
6.4%0.79%-8.16%-21.20%-44.56%-44.56%-44.56%-44.56%$4.10B
York Space Systems, Inc.YSS
6.4%-3.41%-19.94%-30.78%-49.36%-33.52%-49.36%-49.36%$2.21B
Airbus SEAIR.PA
5.5%0.76%4.76%3.95%0.55%7.77%32.09%10.66%$184.40B
L3Harris Technologies, Inc.LHX
5.5%0.94%4.31%3.51%3.04%-17.02%42.75%12.33%$55.93B
Northrop Grumman CorporationNOC
5.5%2.33%3.26%4.99%-4.26%-24.64%6.58%-4.18%$77.02B
RTX CorporationRTX
5.5%1.68%9.97%10.89%15.96%4.96%61.24%36.16%$286.56B
Thales S.A.HO.PA
4.5%-0.80%7.05%3.05%-0.40%-10.63%0.13%-4.72%$55.22B
AST SpaceMobile, Inc.ASTS
3.6%-5.10%-18.40%-34.77%-22.68%-29.08%150.60%3.36%$22.87B
OHB SEOHB.XETRA
3.6%-0.62%-10.34%-14.52%98.21%5.43%256.22%226.93%$5.28B
Theme return-2.20%-6.08%5.42%4.91%-8.75%42.43%5.27%
Average6.2%-1.87%-5.30%-13.86%-0.05%-14.43%44.76%5.98%$149.24B
Median6.4%-1.02%-6.99%-17.86%-2.33%-10.72%30.51%-2.62%$29.93B
Std Dev1.6%3.35%10.71%17.01%35.96%17.47%90.53%64.91%$358.46B
Min3.6%-9.24%-19.94%-36.52%-49.36%-44.97%-66.12%-66.12%$2.08B
Max9.1%2.68%13.37%11.89%98.21%7.77%256.22%226.93%$1.50T
% Positive Tickers37.50%37.50%37.50%43.75%31.25%68.75%43.75%

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About this theme

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

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