Theme

Drones '26: Drone OEMs & C-UAS

14 tickers$110.30B market cap
10D rank#85of 979 themes#2of 5 in Drones
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As of Aug 6, 2026, 4:25 AM ET

Drones '26: Drone OEMs & C-UAS Constituents

AeroVironment, Inc.AVAV
14.1%-0.57%12.41%-4.96%12.51%-30.52%-33.38%32.50%-36.12%$8.51B
DroneShield LimitedDRO.AU
11.3%0.24%4.40%-14.89%25.27%-27.43%-42.11%160.23%-44.07%$1.43B
Kratos Defense & Security Solutions, Inc.KTOS
11.3%6.69%16.87%3.36%18.76%-27.10%-35.79%77.60%-6.09%$10.38B
Red Cat Holdings, Inc.RCAT
8.5%-2.26%13.35%-14.34%15.01%9.21%-25.67%16.71%-8.65%$933.9M
Elbit Systems Ltd.ESLT
7.5%1.77%5.37%6.57%6.88%49.60%12.38%122.62%78.48%$40.49B
Leonardo S.p.A.LDO.MI
7.5%1.54%10.95%5.13%3.96%14.36%-1.49%37.28%14.04%$38.26B
Electro Optic Systems Holdings LimitedEOS.AU
6.6%-1.51%9.08%-23.85%11.68%-16.69%-17.89%594.41%82.97%$1.20B
Ondas Holdings Inc.ONDS
6.6%0.11%13.72%13.43%18.42%-9.12%-12.00%699.10%166.37%$5.05B
Aureus Greenway Holdings, Inc.PUSA
5.7%0.66%-4.66%-22.08%1.66%-14.96%-14.96%-14.96%-14.96%$66.3M
Aevex Corp.AVEX
4.7%1.65%37.86%0.51%18.46%1.03%1.03%1.03%1.03%$1.11B
Draganfly Inc.DPRO
4.7%-0.91%3.32%-14.84%5.31%-36.90%-33.44%92.92%-13.66%$98.0M
Exail TechnologiesEXA.PA
4.7%0.64%2.32%1.15%0.80%51.18%-1.26%243.51%1.75%$2.47B
AIRO Group Holdings, Inc. Common StockAIRO
2.8%1.60%11.91%0.00%12.91%-6.97%-22.35%-23.90%-63.13%$239.3M
Mobilicom LtdMOB
2.8%0.00%20.34%8.70%16.84%-7.87%2.93%222.99%61.03%$67.2M
Theme return0.82%10.84%-4.12%13.49%3.80%-12.79%184.24%27.71%
Average7.1%0.69%11.23%-4.01%12.03%-3.73%-16.00%161.57%15.64%$7.88B
Median6.6%0.44%11.43%0.26%12.71%-8.49%-16.42%85.26%-2.53%$1.31B
Std Dev3.2%2.04%9.70%11.47%7.10%26.26%16.29%214.56%59.15%$13.23B
Min2.8%-2.26%-4.66%-23.85%0.80%-36.90%-42.11%-23.90%-63.13%$66.3M
Max14.1%6.69%37.86%13.43%25.27%51.18%12.38%699.10%166.37%$40.49B
% Positive Tickers64.29%92.86%50.00%100.00%35.71%21.43%85.71%50.00%

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About this theme

Drones '26: Drone OEMs & C-UAS tracks 14 publicly listed stocks in this theme. Sample tickers: AIRO, AVAV, AVEX, DPRO, DRO.AU, EOS.AU, ESLT, EXA.PA, KTOS, LDO.MI, MOB, ONDS, and 2 more. Use the table below for the full list.

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