SPCX-8.33%19.6%
FLY-49.01%15.3%
RKLB+36.60%13.6%
AVIO.MI-19.25%12.8%
VOYG+18.92%10.2%
LUNR+80.00%6.8%
NOC-11.09%6.8%
MNTS-80.40%6.0%
AADX-37.19%4.8%
9348.T-25.63%4.3%
As of Sep 10, 2026, 5:04 AM ET
Space Supply Chain '26: Space Launch & Orbital Logistics Constituents
Space Exploration Technologies Corp.SPCX | 19.6% | -3.86% | 4.28% | 6.35% | 3.74% | -8.33% | -8.33% | -8.33% | -8.33% | -8.33% | -8.33% | $1.93T |
Firefly Aerospace Inc.FLY | 15.3% | -4.76% | 2.59% | -15.33% | 5.52% | -2.50% | 13.18% | -63.86% | -49.01% | -63.86% | -63.86% | $3.58B |
Rocket Lab USA, Inc.RKLB | 13.6% | -4.25% | -2.05% | -21.20% | 0.85% | -9.59% | -8.73% | 226.11% | 36.60% | 927.20% | 204.39% | $36.51B |
Avio S.p.A.AVIO.MI | 12.8% | -2.44% | -4.56% | -12.37% | -0.42% | -2.93% | -19.78% | 79.35% | -19.25% | 144.58% | 156.20% | $1.53B |
Voyager Technologies, Inc.VOYG | 10.2% | -4.69% | -1.57% | -21.51% | 2.40% | 29.11% | 26.45% | 8.87% | 18.92% | 8.87% | 8.87% | $2.04B |
Intuitive Machines, Inc.LUNR | 6.8% | -4.72% | -2.80% | -5.32% | 1.49% | -7.95% | -9.34% | 79.89% | 80.00% | 170.65% | 54.82% | $2.38B |
Northrop Grumman CorporationNOC | 6.8% | -0.58% | -5.50% | -10.78% | -3.25% | -9.58% | -28.83% | 0.66% | -11.09% | -1.23% | 52.19% | $73.24B |
Momentus Inc.MNTS | 6.0% | -4.47% | -0.98% | -13.43% | -0.25% | -16.63% | -9.78% | -88.46% | -80.40% | -97.58% | -100.00% | $23.3M |
Applied Aerospace & Defense, Inc.AADX | 4.8% | -3.63% | -10.23% | -44.52% | -4.86% | -37.19% | -37.19% | -37.19% | -37.19% | -37.19% | -37.19% | $2.04B |
Ispace, Inc.9348.T | 4.3% | 0.00% | -1.85% | 2.43% | 0.66% | -7.05% | -32.51% | -45.26% | -25.63% | -42.14% | -75.62% | $389.9M |
| Theme return | — | -3.65% | -0.98% | -12.08% | 1.95% | 8.93% | 2.04% | 22.31% | 2.36% | 50.16% | 12.21% | — |
| Average | 10.0% | -3.34% | -2.27% | -13.57% | 0.59% | -7.26% | -11.49% | 15.18% | -9.54% | 100.10% | 19.15% | $205.11B |
| Median | 8.5% | -4.05% | -1.95% | -12.90% | 0.76% | -8.14% | -9.56% | -3.83% | -15.17% | -4.78% | 0.27% | $2.21B |
| Std Dev | 4.9% | 1.67% | 3.85% | 13.46% | 2.91% | 15.36% | 18.83% | 87.74% | 43.19% | 287.48% | 94.64% | $575.19B |
| Min | 4.3% | -4.76% | -10.23% | -44.52% | -4.86% | -37.19% | -37.19% | -88.46% | -80.40% | -97.58% | -100.00% | $23.3M |
| Max | 19.6% | 0.00% | 4.28% | 6.35% | 5.52% | 29.11% | 26.45% | 226.11% | 80.00% | 927.20% | 204.39% | $1.93T |
| % Positive Tickers | 0.00% | 20.00% | 20.00% | 60.00% | 10.00% | 20.00% | 50.00% | 30.00% | 40.00% | 50.00% |
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About this theme
Space Supply Chain '26: Space Launch & Orbital Logistics tracks 10 publicly listed stocks in this theme: SPCX, FLY, RKLB, AVIO.MI, VOYG, LUNR, NOC, MNTS, AADX, 9348.T. See the constituent table for details.