Theme

Space Supply Chain '26: Space Launch & Orbital Logistics

9 tickers$1.63T market cap
10D rank#950of 963 themes#15of 17 in Space Supply Chain
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As of Jul 27, 2026, 7:41 AM ET

Space Supply Chain '26: Space Launch & Orbital Logistics Constituents

Space Exploration Technologies Corp.SPCX
20.5%-4.07%-16.65%-28.00%-29.53%-29.53%-29.53%-29.53%$1.50T
Firefly Aerospace Inc.FLY
16.1%-1.23%-5.13%-27.93%-8.61%6.10%-66.12%-66.12%$3.23B
Rocket Lab USA, Inc.RKLB
14.3%-9.24%-19.39%-36.52%-8.94%-8.07%228.46%33.93%$37.00B
Avio S.p.A.AVIO.MI
13.4%-0.03%-8.09%-10.01%-5.66%-22.03%74.31%3.08%$831.4M
Voyager Technologies, Inc.VOYG
10.7%-0.44%-11.80%-22.32%0.48%-1.59%-15.27%-37.94%$1.50B
Intuitive Machines, Inc.LUNR
7.1%-5.47%-13.08%-35.84%-20.15%-21.36%56.05%1.09%$2.06B
Northrop Grumman CorporationNOC
7.1%2.33%3.26%4.99%-4.26%-24.64%6.58%-4.18%$77.02B
Momentus Inc.MNTS
6.3%-2.56%-17.13%-26.69%-2.16%5.89%-86.45%-77.76%$27.0M
Ispace, Inc.9348.T
4.5%0.00%-6.98%-6.98%-11.50%-35.74%-47.88%-34.18%$311.4M
Theme return-2.79%-11.45%-23.86%-0.74%-7.21%11.81%-13.44%
Average11.1%-2.30%-10.55%-21.03%-10.04%-14.55%13.35%-23.51%$180.73B
Median10.7%-1.23%-11.80%-26.69%-8.61%-21.36%-15.27%-29.53%$2.06B
Std Dev5.0%3.30%6.71%13.27%8.90%14.65%91.01%33.50%$468.72B
Min4.5%-9.24%-19.39%-36.52%-29.53%-35.74%-86.45%-77.76%$27.0M
Max20.5%2.33%3.26%4.99%0.48%6.10%228.46%33.93%$1.50T
% Positive Tickers11.11%11.11%11.11%11.11%22.22%44.44%33.33%

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About this theme

Space Supply Chain '26: Space Launch & Orbital Logistics tracks 9 publicly listed stocks in this theme: 9348.T, AVIO.MI, FLY, LUNR, MNTS, NOC, RKLB, SPCX, VOYG. See the constituent table for details.

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