LDOS-30.73%15.0%
LHX+12.33%15.0%
KTOS-20.65%12.0%
VOYG-37.94%12.0%
BKSY+14.56%10.0%
IRDM+81.47%10.0%
PSN-21.52%10.0%
MDA.TO-1.07%8.0%
PL+210.98%4.0%
SPIR+1.12%4.0%
As of Jul 27, 2026, 7:41 AM ET
Space Supply Chain '26: Space Traffic Control & SDA Constituents
L3Harris Technologies, Inc.LHX | 15.0% | 0.94% | 4.31% | 3.51% | 3.04% | -17.02% | 42.75% | 12.33% | $55.93B |
Leidos Holdings, Inc.LDOS | 15.0% | 2.50% | 6.13% | 9.72% | -37.31% | -35.41% | -20.88% | -30.73% | $14.11B |
Kratos Defense & Security Solutions, Inc.KTOS | 12.0% | -4.08% | -5.83% | -10.59% | -37.52% | -44.97% | 52.20% | -20.65% | $8.88B |
Voyager Technologies, Inc.VOYG | 12.0% | -0.44% | -11.80% | -22.32% | 0.48% | -1.59% | -15.27% | -37.94% | $1.50B |
BlackSky Technology Inc.BKSY | 10.0% | -0.53% | -11.73% | -21.16% | 20.85% | 20.21% | 181.14% | 14.56% | $800.4M |
Iridium Communications Inc.IRDM | 10.0% | -3.73% | -6.13% | -17.69% | 163.90% | 91.50% | 73.34% | 81.47% | $4.85B |
Parsons CorporationPSN | 10.0% | 2.11% | 10.48% | 12.29% | -3.41% | -9.55% | -5.32% | -21.52% | $6.28B |
MDA Ltd.MDA.TO | 8.0% | -3.80% | -12.62% | -28.14% | 52.63% | 2.19% | 52.56% | -1.07% | $4.11B |
Planet Labs PBCPL | 4.0% | -7.51% | -19.09% | -34.58% | 4.87% | -14.33% | 477.65% | 210.98% | $6.81B |
Spire Global, Inc.SPIR | 4.0% | -2.21% | -22.24% | -38.66% | 50.33% | 27.40% | 39.20% | 1.12% | $357.6M |
| Theme return | — | -0.93% | -3.95% | 12.08% | 13.08% | -3.11% | 62.27% | 11.09% | — |
| Average | 10.0% | -1.67% | -6.85% | -14.76% | 21.79% | 1.84% | 87.74% | 20.86% | $10.36B |
| Median | 10.0% | -1.37% | -8.93% | -19.42% | 3.96% | -5.57% | 47.48% | 0.03% | $5.57B |
| Std Dev | 3.7% | 3.00% | 10.31% | 17.12% | 55.41% | 36.56% | 141.04% | 71.02% | $15.69B |
| Min | 4.0% | -7.51% | -22.24% | -38.66% | -37.52% | -44.97% | -20.88% | -37.94% | $357.6M |
| Max | 15.0% | 2.50% | 10.48% | 12.29% | 163.90% | 91.50% | 477.65% | 210.98% | $55.93B |
| % Positive Tickers | 30.00% | 30.00% | 30.00% | 70.00% | 40.00% | 70.00% | 50.00% |
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About this theme
Space Supply Chain '26: Space Traffic Control & SDA tracks 10 publicly listed stocks in this theme: BKSY, IRDM, KTOS, LDOS, LHX, MDA.TO, PL, PSN, SPIR, VOYG. See the constituent table for details.