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Space Supply Chain '26: Space-Grade Chips & Electronics
15 tickers · $5.49T total market cap
Group: Space Supply Chain
Space Supply Chain '26: Space-Grade Chips & Electronics tracks 15 publicly listed stocks in this theme. Sample tickers: ADI, CW, FEIM, HEI, IFX.XETRA, MCHIP, MRAM, MRCY, NVDA, SKYT, STM, TDY, and 3 more. Use the table below for the full list.
Constituents
Build 20260422T082723
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
NVIDIA CorporationNVDA | 02/25/2026 (AMC) | 05/27/2026 (AMC) | -9.39% | — | 12.81% | — | $4.86T | 4.0000 |
Texas Instruments IncorporatedTXN | 01/27/2026 (AMC) | 04/22/2026 (AMC) | 11.36% | — | 7.17% | — | $212.27B | 4.0000 |
Analog Devices, Inc.ADI | 02/18/2026 (BMO) | 05/21/2026 (BMO) | 2.31% | — | 8.68% | — | $183.21B | 8.0000 |
Infineon Technologies AGIFX.XETRA | 02/04/2026 (BMO) | 05/06/2026 (AMC) | 0.47% | — | 15.36% | — | $73.00B | 4.0000 |
STMicroelectronics N.V.STM | 01/29/2026 (BMO) | 04/23/2026 (BMO) | -8.04% | — | 58.84% | — | $39.37B | 8.0000 |
HEICO CorporationHEI | 02/25/2026 | 06/02/2026 | -7.33% | — | -11.81% | — | $38.42B | 8.0000 |
Teledyne Technologies IncorporatedTDY | 01/21/2026 (BMO) | 04/22/2026 (BMO) | 9.78% | — | 3.41% | — | $29.77B | 8.0000 |
Curtiss-Wright CorporationCW | 02/11/2026 (AMC) | 05/06/2026 (AMC) | 7.88% | — | 5.16% | — | $26.56B | 3.0000 |
TTM Technologies, Inc.TTMI | 02/04/2026 (AMC) | 04/29/2026 (AMC) | 2.45% | — | 27.05% | — | $12.95B | 3.0000 |
Vicor CorporationVICR | 04/21/2026 (AMC) | 04/21/2026 (AMC) | 41.31% | 0.00%* | 64.38% | 44.84% | $11.09B | 3.0000 |
Mercury Systems, Inc.MRCY | 02/03/2026 (AMC) | 05/05/2026 (AMC) | -20.36% | — | 5.43% | — | $5.00B | 12.0000 |
SkyWater Technology, Inc.SKYT | 02/25/2026 (AMC) | 05/06/2026 (AMC) | 2.29% | — | 13.99% | — | $1.63B | 3.0000 |
Frequency Electronics, Inc.FEIM | 03/11/2026 (AMC) | — | -13.03% | — | 13.68% | — | $538.3M | 8.0000 |
Everspin Technologies, Inc.MRAM | 03/04/2026 | 04/29/2026 | -18.81% | — | 37.36% | — | $290.2M | 14.0000 |
—MCHIP | — | — | — | — | — | — | — | 10.0000 |
| Average | 0.06% | 0.00% | 18.68% | 44.84% | $392.30B | 6.6667 | ||
| Median | 1.38% | 0.00% | 13.24% | 44.84% | $28.16B | 8.0000 | ||
| Std Dev | 15.01% | 0.00% | 20.64% | 0.00% | $1.24T | 3.4383 | ||
| Min | -20.36% | 0.00% | -11.81% | 44.84% | $290.2M | 3.0000 | ||
| Max | 41.31% | 0.00% | 64.38% | 44.84% | $4.86T | 14.0000 | ||
| % Positive Tickers | 57.14% | 0.00% | 92.86% | 100.00% |
* 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%.