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Space Supply Chain '26: SpaceX Ecosystem

17 tickers · $4.64T total market cap

Group: Space Supply Chain

Space Supply Chain '26: SpaceX Ecosystem tracks 17 publicly listed stocks in this theme. Sample tickers: 1101.TW, 2313.TW, 2314.TW, 2355.TW, 3105.TWO, 3305.TW, 3491.TWO, 6285.TW, 6443.TW, 8086.TWO, GOOG, LIN, and 5 more. Use the table below for the full list.

Constituents

Build 20260418T075308

CompanyPrevious Quarter Report DateNext Expected Report DateLast Quarter Earnings Move %Earnings Move %Intra-Quarter Move %Since Last Report %Market capWeight
Alphabet Inc.GOOG
02/04/2026 (AMC)04/29/2026 (AMC)-3.07%5.04%$4.11T6.0000
Linde plcLIN
02/05/2026 (BMO)05/01/2026 (BMO)-5.30%9.81%$228.10B3.0000
T-Mobile US, Inc.TMUS
02/11/2026 (AMC)04/28/2026 (AMC)4.75%-9.95%$221.10B5.0000
EchoStar CorporationSATS
03/02/202605/07/2026-3.92%13.95%$38.31B5.0000
Compeq Manufacturing Co., Ltd.2313.TW
03/05/2026 (BMO)05/07/2026 (BMO)-4.40%30.46%$9.88B11.0000
Vicor CorporationVICR
02/19/2026 (AMC)04/21/2026 (AMC)11.23%28.26%$9.82B6.0000
WIN Semiconductors Corp.3105.TWO
03/10/202612.68%81.41%$7.24B3.0000
TCC Group Holdings Co Ltd.1101.TW
03/11/2026 (BMO)05/12/2026 (BMO)-1.91%0.96%$5.96B3.0000
WNC Corporation6285.TW
03/11/20262.12%59.42%$4.06B11.0000
Universal Microwave Technology, Inc.3491.TWO
03/04/2026 (BMO)05/11/2026 (BMO)-14.92%21.40%$3.57B10.0000
Redwire CorporationRDW
02/25/2026 (AMC)05/11/2026 (AMC)5.22%14.00%$1.71B8.0000
Advanced Wireless Semiconductor Company8086.TWO
03/05/2026 (BMO)05/06/2026 (BMO)-0.16%19.36%$925.1M3.0000
Chin-Poon Industrial Co., Ltd.2355.TW
03/10/20261.66%23.80%$656.5M3.0000
TSEC Corporation6443.TW
03/04/20265.04%-21.75%$634.0M4.0000
Shenmao Technology Inc3305.TW
03/12/2026-3.01%19.27%$532.4M7.0000
Velo3D, Inc.VELO
03/24/2026-26.04%5.93%$235.6M8.0000
Microelectronics Technology Inc.2314.TW
03/11/2026 (BMO)05/05/2026 (BMO)-4.86%-10.36%$123.4M4.0000
Average-1.46%17.12%$272.86B5.8824
Median-1.91%14.00%$4.06B5.0000
Std Dev8.89%24.13%$960.82B2.7628
Min-26.04%-21.75%$123.4M3.0000
Max12.68%81.41%$4.11T11.0000
% Positive Tickers41.18%82.35%

* 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%.

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