RTX+43.36%13.0%
ONDS+166.37%11.0%
SWMR+15.90%11.0%
TRMB-30.37%11.0%
NVDA+22.18%10.0%
RCAT-8.65%9.0%
AVT+96.56%8.0%
UAVS-68.63%8.0%
AMBA+30.98%7.0%
OPTX+391.03%7.0%
TDK—5.0%
As of Aug 6, 2026, 4:25 AM ET
Drones '26: Mission Payload & Intelligence Constituents
RTX CorporationRTX | 13.0% | 2.01% | 4.47% | 10.40% | 3.29% | 21.22% | 9.72% | 68.55% | 43.36% | $299.38B |
Ondas Holdings Inc.ONDS | 11.0% | 0.11% | 13.72% | 13.43% | 18.42% | -9.12% | -12.00% | 699.10% | 166.37% | $5.05B |
Swarmer, Inc Common StockSWMR | 11.0% | -4.72% | -7.49% | -15.20% | -2.28% | 15.90% | 15.90% | 15.90% | 15.90% | $390.1M |
Trimble Inc.TRMB | 11.0% | -2.06% | 10.72% | 11.64% | 3.53% | -25.23% | -12.40% | -11.92% | -30.37% | $13.66B |
NVIDIA CorporationNVDA | 10.0% | 3.43% | 5.99% | 12.10% | 9.20% | 17.54% | 23.72% | 98.53% | 22.18% | $5.31T |
Red Cat Holdings, Inc.RCAT | 9.0% | -2.26% | 13.35% | -14.34% | 15.01% | 9.21% | -25.67% | 16.71% | -8.65% | $933.9M |
AgEagle Aerial Systems, Inc.UAVS | 8.0% | -1.55% | 2.06% | -14.75% | 3.51% | -10.54% | -22.91% | -40.61% | -68.63% | $31.6M |
Avnet, Inc.AVT | 8.0% | 5.07% | 8.72% | 17.90% | 9.43% | 102.20% | 47.66% | 101.33% | 96.56% | $7.97B |
Ambarella, Inc.AMBA | 7.0% | -0.46% | 20.26% | 2.66% | -4.83% | 15.54% | 35.65% | 59.27% | 30.98% | $3.59B |
Syntec Optics Holdings, Inc.OPTX | 7.0% | -3.28% | 8.65% | -22.78% | 17.30% | 167.83% | 19.31% | 512.80% | 391.03% | $308.5M |
—TDK | 5.0% | — | — | — | — | — | — | — | — | — |
| Theme return | — | -0.33% | 7.51% | 2.07% | 7.62% | 40.58% | 18.88% | 159.36% | 67.31% | — |
| Average | 9.1% | -0.37% | 8.05% | 0.11% | 7.26% | 30.46% | 7.90% | 151.97% | 65.87% | $564.10B |
| Median | 9.0% | -1.01% | 8.69% | 6.53% | 6.36% | 15.72% | 12.81% | 63.91% | 26.58% | $4.32B |
| Std Dev | 2.2% | 2.92% | 7.15% | 14.39% | 7.58% | 56.13% | 23.84% | 234.79% | 124.82% | $1.58T |
| Min | 5.0% | -4.72% | -7.49% | -22.78% | -4.83% | -25.23% | -25.67% | -40.61% | -68.63% | $31.6M |
| Max | 13.0% | 5.07% | 20.26% | 17.90% | 18.42% | 167.83% | 47.66% | 699.10% | 391.03% | $5.31T |
| % Positive Tickers | 40.00% | 90.00% | 60.00% | 80.00% | 70.00% | 60.00% | 80.00% | 70.00% |
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About this theme
Drones '26: Mission Payload & Intelligence tracks 11 publicly listed stocks in this theme: AMBA, AVT, NVDA, ONDS, OPTX, RCAT, RTX, SWMR, TDK, TRMB, UAVS. See the constituent table for details.