Theme

Space Supply Chain '26: Space War & Defense☆

16 tickers$2.04T market cap

10D rank10D#186of 1,296 themes/1,296#1of 17 in Space Supply Chain/17 Space Supply Chain

Thesis · Factor Profile · Watchlist

Free — see the thesis, factors, and track this theme.

Read the full investment thesis for this theme
See factor exposure vs market, sector, and narrative
Save themes and track them on My watchlist

LMT+24.47%10.8%

NOC-8.94%10.8%

SPCX0.00%9.9%

RTX+6.92%9.0%

BA-14.91%7.2%

BAH-13.75%7.2%

BWXT-37.26%7.2%

DCO+56.17%5.4%

HO.PA-13.19%5.4%

KTOS-57.58%5.4%

LHX-13.38%5.4%

PSN-41.73%5.4%

HEI-6.09%3.6%

SIDU-3.33%3.6%

AVAV-67.44%1.8%

COHR+61.81%1.8%

As of Oct 26, 2026, 7:05 AM ET