MRAM+171.72%13.5%
MRCY+99.22%11.5%
MCHP+17.56%9.6%
ADI+71.14%7.7%
FEIM+137.48%7.7%
HEI+15.92%7.7%
STM+112.70%7.7%
TDY+24.55%7.7%
IFX.XETRA+72.77%3.8%
NVDA+22.18%3.8%
SPCX-32.73%3.8%
TXN+49.38%3.8%
CW+46.94%2.9%
SKYT+265.95%2.9%
TTMI+203.75%2.9%
VICR+374.92%2.9%
As of Aug 6, 2026, 4:25 AM ET
Space Supply Chain '26: Space-Grade Chips & Electronics Constituents
Everspin Technologies, Inc.MRAM | 13.5% | -7.35% | 6.96% | -17.74% | 11.08% | 73.92% | 49.44% | 218.34% | 171.72% | $378.4M |
Mercury Systems, Inc.MRCY | 11.5% | -4.75% | 4.04% | -12.70% | 10.65% | 47.16% | 20.68% | 138.12% | 99.22% | $6.45B |
Microchip Technology IncorporatedMCHP | 9.6% | -3.57% | -1.36% | -11.19% | 4.71% | 22.08% | 4.22% | 58.98% | 17.56% | $42.24B |
Analog Devices, Inc.ADI | 7.7% | -0.68% | 1.57% | -2.87% | 2.80% | 39.27% | 6.16% | 89.23% | 71.14% | $183.97B |
Frequency Electronics, Inc.FEIM | 7.7% | 0.98% | -1.97% | 9.83% | 22.53% | 31.93% | 41.47% | 351.27% | 137.48% | $699.1M |
HEICO CorporationHEI | 7.7% | -0.23% | 4.92% | 0.41% | 2.93% | 13.39% | 14.82% | 35.90% | 15.92% | $51.10B |
STMicroelectronics N.V.STM | 7.7% | -2.67% | 2.39% | -26.08% | 0.73% | 103.43% | 57.01% | 140.85% | 112.70% | $47.10B |
Teledyne Technologies IncorporatedTDY | 7.7% | -0.15% | 4.33% | 4.39% | 4.30% | 33.87% | 0.39% | 36.83% | 24.55% | $31.68B |
Infineon Technologies AGIFX.XETRA | 3.8% | -5.71% | -5.77% | -21.73% | -2.74% | 55.96% | 27.81% | 107.21% | 72.77% | $90.38B |
NVIDIA CorporationNVDA | 3.8% | 3.43% | 5.99% | 12.10% | 9.20% | 17.54% | 23.72% | 98.53% | 22.18% | $5.31T |
Space Exploration Technologies Corp.SPCX | 3.8% | -13.61% | -5.91% | -32.51% | -0.09% | -32.73% | -32.73% | -32.73% | -32.73% | $1.42T |
Texas Instruments IncorporatedTXN | 3.8% | -2.08% | -0.67% | -8.49% | 0.72% | 60.08% | 30.93% | 57.19% | 49.38% | $253.63B |
Curtiss-Wright CorporationCW | 2.9% | -1.18% | -0.24% | -5.60% | 3.37% | 35.76% | 6.87% | 129.74% | 46.94% | $27.65B |
SkyWater Technology, Inc.SKYT | 2.9% | 0.00% | 6.01% | -4.78% | 0.00% | 78.74% | 10.18% | 353.99% | 265.95% | $1.60B |
TTM Technologies, Inc.TTMI | 2.9% | -1.16% | -0.12% | -12.14% | 13.70% | 90.22% | 25.91% | 522.63% | 203.75% | $13.63B |
Vicor CorporationVICR | 2.9% | -3.27% | 3.82% | -23.22% | 5.65% | 99.89% | 8.78% | 351.06% | 374.92% | $9.88B |
| Theme return | — | -2.95% | 2.17% | -7.67% | 6.82% | 58.73% | 29.88% | 163.87% | 105.71% | — |
| Average | 6.3% | -2.62% | 1.50% | -9.52% | 5.60% | 48.16% | 18.48% | 166.07% | 103.34% | $467.86B |
| Median | 5.8% | -1.63% | 1.98% | -9.84% | 3.84% | 43.22% | 17.75% | 118.48% | 71.96% | $36.96B |
| Std Dev | 3.3% | 3.83% | 3.88% | 12.36% | 6.24% | 34.80% | 20.79% | 147.24% | 103.26% | $1.29T |
| Min | 2.9% | -13.61% | -5.91% | -32.51% | -2.74% | -32.73% | -32.73% | -32.73% | -32.73% | $378.4M |
| Max | 13.5% | 3.43% | 6.96% | 12.10% | 22.53% | 103.43% | 57.01% | 522.63% | 374.92% | $5.31T |
| % Positive Tickers | 12.50% | 56.25% | 25.00% | 81.25% | 93.75% | 93.75% | 93.75% | 93.75% |
About this theme
Space Supply Chain '26: Space-Grade Chips & Electronics tracks 16 publicly listed stocks in this theme. Sample tickers: ADI, CW, FEIM, HEI, IFX.XETRA, MCHP, MRAM, MRCY, NVDA, SKYT, SPCX, STM, and 4 more. Use the table below for the full list.
