Theme

Space Supply Chain '26: Space-Grade Chips & Electronics

15 tickers$5.82T market cap
10D rank#418of 869 themes#7of 17 in Space Supply Chain
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As of Jun 9, 2026, 8:59 PM ET

Constituents

Build 20260610T080726

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Company1D %10D %MTD %YTD %1Yr %Prev RptNext RptLst Q Ern %Ern Move %Intra-Qtr %Since Rpt %Mkt CapWgt
NVIDIA CorporationNVDA
-0.22%-1.40%-7.10%11.63%45.98%5/20/26 (AMC)5/20/26 (AMC)-9.39%-0.50%26.12%-5.16%$5.04T4.0%
Texas Instruments IncorporatedTXN
-0.78%-5.58%-1.56%66.37%44.89%4/22/26 (AMC)4/22/26 (AMC)11.36%21.05%8.62%2.27%$262.68B4.0%
Analog Devices, Inc.ADI
0.18%-2.23%0.75%49.20%77.73%5/20/26 (BMO)5/20/26 (BMO)2.31%-7.27%19.99%5.31%$197.09B8.0%
Infineon Technologies AGIFX.XETRA
-3.30%-7.72%-6.62%96.84%109.74%5/6/26 (BMO)5/6/26 (BMO)0.47%-1.19%45.06%24.86%$113.73B4.0%
STMicroelectronics N.V.STM
-2.22%5.79%6.23%182.65%147.70%4/23/26 (BMO)4/23/26 (BMO)-8.04%12.51%60.85%45.27%$65.17B8.0%
HEICO CorporationHEI
0.82%-6.25%-2.05%0.91%7.55%5/27/265/27/26-7.33%11.72%-3.15%-5.40%$45.43B8.0%
Teledyne Technologies IncorporatedTDY
1.08%-0.14%1.56%21.19%22.48%4/22/26 (BMO)4/22/26 (BMO)9.78%1.39%3.41%-5.03%$28.69B8.0%
Curtiss-Wright CorporationCW
1.67%-1.88%1.89%33.07%59.45%5/6/26 (AMC)5/6/26 (AMC)7.88%-0.62%8.57%1.26%$27.10B3.0%
TTM Technologies, Inc.TTMI
-2.53%0.08%0.82%151.97%387.00%4/29/26 (AMC)4/29/26 (AMC)2.45%14.99%39.48%9.89%$18.06B3.0%
Vicor CorporationVICR
3.09%-15.34%-13.80%158.65%518.41%4/21/26 (AMC)4/21/26 (AMC)11.23%17.88%44.84%6.97%$12.79B3.0%
Mercury Systems, Inc.MRCY
-1.91%-2.58%-2.21%49.05%102.00%5/5/26 (AMC)5/5/26 (AMC)-20.36%16.72%4.92%18.72%$6.53B12.0%
SkyWater Technology, Inc.SKYT
-4.61%-9.83%-8.46%93.56%280.41%5/8/26 (AMC)5/8/26 (AMC)2.29%2.00%14.46%4.24%$1.73B3.0%
Frequency Electronics, Inc.FEIM
-4.32%-11.78%-7.76%24.33%261.84%3/11/26 (AMC)-13.03%43.46%$658.8M8.0%
Everspin Technologies, Inc.MRAM
-4.20%-11.75%-22.68%150.86%277.31%4/29/26 (AMC)4/29/26 (AMC)-18.81%43.49%50.57%27.35%$545.9M14.0%
MCHIP
10.0%
Average-1.23%-5.04%-4.36%77.88%167.32%-2.09%10.17%26.23%10.04%$415.91B6.7%
Median-1.34%-4.08%-2.13%57.79%105.87%1.38%11.72%23.05%5.31%$27.89B8.0%
Std Dev2.35%5.56%7.18%59.23%148.61%10.40%12.92%20.00%14.51%$1.29T3.4%
Min-4.61%-15.34%-22.68%0.91%7.55%-20.36%-7.27%-3.15%-5.40%$545.9M3.0%
Max3.09%5.79%6.23%182.65%518.41%11.36%43.49%60.85%45.27%$5.04T14.0%
% Positive Tickers35.71%14.29%35.71%100.00%100.00%57.14%69.23%92.86%76.92%

* 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%.

About this theme

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.

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