Theme

Modern Warfare '26: Defense Electronics & Components

18 tickers$175.08B market cap
10D rank#262of 979 themes#7of 20 in Modern Warfare
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As of Aug 6, 2026, 4:25 AM ET

Modern Warfare '26: Defense Electronics & Components Constituents

Curtiss-Wright CorporationCW
11.6%-1.18%-0.24%-5.60%3.37%35.76%6.87%129.74%46.94%$27.65B
MACOM Technology Solutions Holdings, Inc.MTSI
10.8%-3.60%-1.32%-19.59%4.78%53.82%6.18%153.86%89.50%$20.10B
Mercury Systems, Inc.MRCY
10.8%-4.75%4.04%-12.70%10.65%47.16%20.68%138.12%99.22%$6.45B
Arxis, Inc. Class A Common StockARXS
8.6%2.67%40.57%27.73%9.76%53.81%53.81%53.81%53.81%$2.41B
Frequency Electronics, Inc.FEIM
8.5%0.98%-1.97%9.83%22.53%31.93%41.47%351.27%137.48%$699.1M
Moog Inc.MOG-A
7.7%-0.05%-0.38%-3.74%4.80%67.76%21.08%132.79%110.91%$12.94B
Chemring Group PLCCHG.LSE
6.9%2.69%6.85%12.57%6.77%33.51%18.01%67.06%15.48%$2.29B
Ambarella, Inc.AMBA
6.2%-0.46%20.26%2.66%-4.83%15.54%35.65%59.27%30.98%$3.59B
M-tron Industries, Inc.MPTI
6.2%-1.33%4.43%-3.99%5.95%64.00%37.90%85.50%91.82%$265.1M
Elmet Group Co.ELMT
4.7%0.03%10.91%-9.48%13.62%-11.75%-11.75%-11.75%-11.75%$473.8M
TTM Technologies, Inc.TTMI
4.6%-1.16%-0.12%-12.14%13.70%90.22%25.91%522.63%203.75%$13.63B
Coherent, Inc.COHR
3.1%1.39%16.23%-2.23%24.85%77.83%26.76%385.96%206.32%$64.21B
Maris-Tech Ltd.MTEK
2.3%-2.52%16.00%11.54%6.42%0.00%-32.16%-43.41%-55.38%$11.3M
RSL Electronics Ltd.RSEL.TA
2.0%2.17%1.84%23.55%14.70%-7.14%8.72%-18.45%9.76%$457,334
Amkor Technology, Inc.AMKR
1.5%-3.60%-17.09%-22.93%8.00%36.42%12.63%189.10%142.50%$13.35B
Cohort plcCHRT.LSE
1.5%-0.32%-1.65%-10.90%2.36%38.44%-2.91%4.08%-11.30%$773.0M
Kulicke and Soffa Industries, Inc.KLIC
1.5%-0.01%-7.39%-21.55%5.20%105.97%34.60%181.36%195.02%$4.91B
Wolfspeed Inc.WOLF
1.5%-6.91%9.09%-36.18%6.65%44.69%27.74%162.94%162.94%$1.31B
Theme return-0.84%6.69%-1.24%8.32%54.18%27.76%154.59%93.35%
Average5.6%-0.89%5.56%-4.06%8.85%43.22%18.40%141.33%84.33%$9.73B
Median5.4%-0.39%2.94%-4.79%6.71%41.57%20.88%131.26%90.66%$3.00B
Std Dev3.4%2.53%12.16%16.14%6.90%30.88%20.11%145.10%77.52%$15.30B
Min1.5%-6.91%-17.09%-36.18%-4.83%-11.75%-32.16%-43.41%-55.38%$457,334
Max11.6%2.69%40.57%27.73%24.85%105.97%53.81%522.63%206.32%$64.21B
% Positive Tickers33.33%55.56%33.33%94.44%83.33%83.33%83.33%83.33%

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About this theme

Modern Warfare '26: Defense Electronics & Components tracks 18 publicly listed stocks in this theme. Sample tickers: AMBA, AMKR, ARXS, CHG.LSE, CHRT.LSE, COHR, CW, ELMT, FEIM, KLIC, MOG-A, MPTI, and 6 more. Use the table below for the full list.

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