
SPCX-8.33%10.2%

2313.TW+183.70%9.4%

6285.TW+88.49%9.4%

3491.TWO+213.38%8.5%

RDW+30.01%6.8%

VELO+257.70%6.8%

3305.TW-23.37%6.0%

GOOG+37.08%5.1%

VICR+267.08%5.1%

AADX-37.19%4.8%

SATS-16.30%4.3%

TMUS-26.23%4.3%

2314.TW-58.99%3.4%

6443.TW+59.77%3.4%

1101.TW+3.59%2.6%

2355.TW+10.28%2.6%

3105.TWO+392.51%2.6%

8086.TWO-3.94%2.6%

LIN-1.28%2.6%
As of Sep 10, 2026, 5:04 AM ET
Space Supply Chain '26: SpaceX Ecosystem Constituents
Space Exploration Technologies Corp.SPCX | 10.2% | -3.86% | 4.28% | 6.35% | 3.74% | -8.33% | -8.33% | -8.33% | -8.33% | -8.33% | -8.33% | $1.93T |
Compeq Manufacturing Co., Ltd.2313.TW | 9.4% | -1.30% | -4.49% | 8.44% | -9.24% | 143.36% | 10.79% | 313.29% | 183.70% | 231.51% | 502.31% | $8.66B |
WNC Corporation6285.TW | 9.4% | -1.06% | -4.56% | -6.73% | -5.93% | 134.38% | 24.08% | 77.55% | 88.49% | 111.56% | 219.07% | $3.58B |
Universal Microwave Technology, Inc.3491.TWO | 8.5% | -2.35% | -2.72% | 20.47% | -1.38% | 112.94% | -9.63% | 276.02% | 213.38% | 365.42% | 1817.72% | $3.17B |
Redwire CorpRDW | 6.8% | -4.72% | -1.56% | -18.45% | 4.29% | 40.79% | 17.97% | 16.18% | 30.01% | 81.36% | -16.73% | $2.56B |
Velo3D, Inc.VELO | 6.8% | -8.78% | -8.09% | -15.75% | -3.02% | -20.60% | 7.17% | 81.83% | 257.70% | -46.12% | -99.79% | $325.1M |
Shenmao Technology Inc3305.TW | 6.0% | 0.97% | -9.44% | -7.08% | -8.44% | 0.33% | -13.46% | 77.51% | -23.37% | 62.87% | 107.77% | $464.8M |
Alphabet Inc.GOOG | 5.1% | -2.09% | -4.23% | -7.72% | -1.04% | 4.65% | 5.44% | 106.71% | 37.08% | 120.09% | 127.68% | $3.99T |
Vicor CorporationVICR | 5.1% | -4.89% | -2.07% | -11.94% | 4.48% | 67.76% | -8.70% | 278.57% | 267.08% | 431.88% | 48.08% | $8.34B |
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 |
EchoStar CorporationSATS | 4.3% | -16.30% | -16.30% | -16.30% | -16.30% | -16.30% | -16.30% | -16.30% | -16.30% | 37.95% | 14.83% | $8.61B |
T-Mobile US, Inc.TMUS | 4.3% | -2.39% | -2.22% | -0.48% | -2.65% | -12.66% | -18.31% | -32.97% | -26.23% | -8.56% | 37.97% | $190.23B |
Microelectronics Technology Inc.2314.TW | 3.4% | 0.46% | -4.27% | -6.65% | -3.20% | -51.74% | -46.42% | -61.59% | -58.99% | -83.35% | -93.02% | $87.9M |
TSEC Corporation6443.TW | 3.4% | -0.21% | -9.27% | -9.46% | -6.70% | -14.70% | -47.23% | 41.70% | 59.77% | 13.54% | -26.31% | $389.3M |
Advanced Wireless Semiconductor Company8086.TWO | 2.6% | 3.18% | -2.48% | -1.64% | -7.43% | 5.90% | -8.30% | 41.27% | -3.94% | 17.49% | -35.83% | $707.1M |
Chin-Poon Industrial Co., Ltd.2355.TW | 2.6% | 1.79% | -3.24% | 3.72% | -3.20% | 38.05% | 1.15% | 42.81% | 10.28% | 13.40% | 39.64% | $537.2M |
Linde plcLIN | 2.6% | -0.37% | -4.67% | -5.24% | -3.82% | 9.44% | -8.15% | -0.02% | -1.28% | 2.06% | 57.54% | $215.87B |
TCC Group Holdings Co Ltd.1101.TW | 2.6% | 1.85% | 2.82% | 3.09% | -1.86% | 6.01% | -6.84% | -19.55% | 3.59% | -20.04% | -53.17% | $5.88B |
WIN Semiconductors Corp.3105.TWO | 2.6% | 5.10% | 6.70% | 23.08% | -5.39% | 151.96% | 36.42% | 379.08% | 392.51% | 270.94% | 32.92% | $6.24B |
| Theme return | — | -2.70% | -3.94% | -2.93% | -3.08% | 55.32% | 8.16% | 145.70% | 99.00% | 172.55% | 171.38% | — |
| Average | 5.3% | -2.03% | -4.00% | -4.57% | -3.79% | 29.16% | -6.62% | 81.92% | 72.00% | 81.92% | 138.69% | $335.38B |
| Median | 4.8% | -1.30% | -4.23% | -6.65% | -3.20% | 5.90% | -8.30% | 41.70% | 10.28% | 17.49% | 32.92% | $3.58B |
| Std Dev | 2.5% | 4.59% | 5.19% | 14.49% | 4.86% | 61.29% | 21.23% | 127.89% | 124.15% | 139.57% | 416.88% | $961.09B |
| Min | 2.6% | -16.30% | -16.30% | -44.52% | -16.30% | -51.74% | -47.23% | -61.59% | -58.99% | -83.35% | -99.79% | $87.9M |
| Max | 10.2% | 5.10% | 6.70% | 23.08% | 4.48% | 151.96% | 36.42% | 379.08% | 392.51% | 431.88% | 1817.72% | $3.99T |
| % Positive Tickers | 31.58% | 15.79% | 31.58% | 15.79% | 63.16% | 36.84% | 63.16% | 57.89% | 68.42% | 57.89% |
About this theme
Space Supply Chain '26: SpaceX Ecosystem tracks 19 publicly listed stocks in this theme. Sample tickers: SPCX, 2313.TW, 6285.TW, 3491.TWO, RDW, VELO, 3305.TW, GOOG, VICR, AADX, SATS, TMUS, and 7 more. Use the table below for the full list.