LDOS-27.30%15.0%
LHX+3.34%15.0%
KTOS-6.09%12.0%
VOYG-1.92%12.0%
BKSY+37.60%10.0%
IRDM+104.13%10.0%
PSN-37.07%10.0%
MDA.TO+0.94%8.0%
PL+253.64%4.0%
SPIR+31.90%4.0%
As of Aug 6, 2026, 4:25 AM ET
Space Supply Chain '26: Space Traffic Control & SDA Constituents
L3Harris Technologies, Inc.LHX | 15.0% | 0.29% | -4.69% | -5.03% | 3.27% | -2.54% | -21.51% | 35.03% | 3.34% | $53.30B |
Leidos Holdings, Inc.LDOS | 15.0% | -2.87% | 13.12% | 16.68% | 9.73% | -29.68% | -27.56% | -11.26% | -27.30% | $15.96B |
Kratos Defense & Security Solutions, Inc.KTOS | 12.0% | 6.69% | 16.87% | 3.36% | 18.76% | -27.10% | -35.79% | 77.60% | -6.09% | $10.38B |
Voyager Technologies, Inc.VOYG | 12.0% | 3.70% | 37.60% | 2.45% | 41.58% | 32.86% | 30.12% | 12.03% | -1.92% | $2.06B |
BlackSky Technology Inc.BKSY | 10.0% | -0.91% | 16.74% | -7.29% | 9.24% | 34.29% | 33.58% | 212.41% | 37.60% | $1.03B |
Iridium Communications Inc.IRDM | 10.0% | -2.50% | 5.66% | -8.02% | 2.18% | 178.31% | 101.96% | 82.80% | 104.13% | $5.13B |
Parsons CorporationPSN | 10.0% | -1.67% | -18.64% | -16.83% | 8.08% | -22.69% | -27.61% | -24.22% | -37.07% | $5.10B |
MDA Ltd.MDA.TO | 8.0% | -1.19% | 14.55% | -19.26% | 12.07% | 74.82% | 17.05% | 74.74% | 0.94% | $4.71B |
Planet Labs PBCPL | 4.0% | -2.10% | 9.18% | -27.58% | 9.13% | 13.34% | -7.42% | 524.30% | 253.64% | $7.44B |
Spire Global, Inc.SPIR | 4.0% | -4.30% | 17.38% | -26.91% | 12.57% | 72.00% | 45.76% | 59.26% | 31.90% | $419.7M |
| Theme return | — | 0.00% | 10.40% | -4.84% | 12.53% | 23.96% | 6.21% | 77.89% | 24.05% | — |
| Average | 10.0% | -0.49% | 10.78% | -8.84% | 12.66% | 32.36% | 10.86% | 104.27% | 35.92% | $10.55B |
| Median | 10.0% | -1.43% | 13.84% | -7.65% | 9.49% | 23.10% | 4.82% | 67.00% | 2.14% | $5.11B |
| Std Dev | 3.7% | 3.14% | 14.10% | 13.40% | 10.61% | 60.56% | 41.18% | 153.41% | 81.78% | $14.92B |
| Min | 4.0% | -4.30% | -18.64% | -27.58% | 2.18% | -29.68% | -35.79% | -24.22% | -37.07% | $419.7M |
| Max | 15.0% | 6.69% | 37.60% | 16.68% | 41.58% | 178.31% | 101.96% | 524.30% | 253.64% | $53.30B |
| % Positive Tickers | 30.00% | 80.00% | 30.00% | 100.00% | 60.00% | 50.00% | 80.00% | 60.00% |
About this theme
Space Supply Chain '26: Space Traffic Control & SDA tracks 10 publicly listed stocks in this theme: BKSY, IRDM, KTOS, LDOS, LHX, MDA.TO, PL, PSN, SPIR, VOYG. See the constituent table for details.
