SPCX-1.15%10.2%
2313.TW+197.40%9.4%
6285.TW+97.14%9.4%
3491.TWO+221.06%8.5%
RDW+4.49%6.8%
VELO+190.10%6.8%
3305.TW-7.76%6.0%
GOOG+38.00%5.1%
VICR+534.21%5.1%
AADX-33.56%4.8%
SATS+10.10%4.3%
TMUS-28.61%4.3%
2314.TW-53.35%3.4%
6443.TW+88.39%3.4%
1101.TW+2.11%2.6%
2355.TW+20.77%2.6%
3105.TWO+507.31%2.6%
8086.TWO+1.15%2.6%
LIN+1.41%2.6%
As of Oct 2, 2026, 9:55 PM ET
Space Supply Chain '26: SpaceX Ecosystem Constituents
Space Exploration Technologies Corp.SPCX | 10.2% | 7.35% | 2.83% | 13.07% | 5.33% | -1.15% | -1.15% | -1.15% | -1.15% | -1.24% | -1.24% | $2.10T |
Compeq Manufacturing Co., Ltd.2313.TW | 9.4% | 0.67% | 1.39% | -9.87% | 0.67% | 138.79% | 8.71% | 305.52% | 197.40% | 245.83% | 548.93% | $8.50B |
WNC Corporation6285.TW | 9.4% | 1.06% | 1.51% | -3.73% | 1.06% | 136.48% | 25.20% | 79.15% | 97.14% | 109.85% | 215.78% | $3.61B |
Universal Microwave Technology, Inc.3491.TWO | 8.5% | -0.34% | -0.07% | 2.05% | -0.34% | 115.14% | -8.70% | 279.89% | 221.06% | 370.61% | 1757.18% | $3.20B |
Redwire CorpRDW | 6.8% | 2.93% | -7.95% | 4.79% | 2.41% | 42.43% | 19.35% | 17.54% | 4.49% | 62.87% | 14.77% | $2.60B |
Velo3D, Inc.VELO | 6.8% | 6.97% | -2.04% | -2.88% | 7.78% | -17.87% | 10.85% | 88.08% | 190.10% | -0.44% | -99.73% | $333.8M |
Shenmao Technology Inc3305.TW | 6.0% | 1.42% | 3.94% | -4.69% | 1.42% | 2.17% | -11.88% | 80.76% | -7.76% | 49.25% | 101.39% | $473.0M |
Alphabet Inc.GOOG | 5.1% | 1.62% | -2.11% | 1.95% | 1.53% | 8.37% | 9.20% | 114.07% | 38.00% | 104.01% | 150.59% | $4.13T |
Vicor CorporationVICR | 5.1% | 0.10% | 15.53% | 70.71% | 0.46% | 182.85% | 53.92% | 538.25% | 534.21% | 649.03% | 124.02% | $14.00B |
Applied Aerospace & Defense, Inc.AADX | 4.8% | 8.04% | -0.24% | 3.52% | 8.04% | -33.56% | -33.56% | -33.56% | -33.56% | -33.56% | -33.56% | $2.16B |
—SATS | 4.3% | -16.30% | -16.30% | -16.30% | -16.30% | -19.98% | -24.71% | 230.85% | 10.10% | 339.02% | 310.24% | — |
T-Mobile US, Inc.TMUS | 4.3% | 1.18% | 1.16% | -12.28% | 1.59% | -19.08% | -24.32% | -37.90% | -28.61% | -20.79% | 32.01% | $175.53B |
Microelectronics Technology Inc.2314.TW | 3.4% | -4.35% | -1.30% | -4.18% | -4.35% | -52.23% | -46.96% | -61.98% | -53.35% | -84.24% | -94.82% | $86.9M |
TSEC Corporation6443.TW | 3.4% | 3.05% | 0.82% | 13.74% | 3.05% | 1.37% | -37.29% | 68.38% | 88.39% | 17.95% | -14.16% | $462.4M |
Advanced Wireless Semiconductor Company8086.TWO | 2.6% | 4.35% | 8.65% | 1.85% | 4.35% | 10.84% | -4.03% | 47.85% | 1.15% | 14.98% | -18.64% | $739.6M |
Chin-Poon Industrial Co., Ltd.2355.TW | 2.6% | 4.84% | 3.91% | -2.28% | 4.84% | 38.74% | 1.66% | 43.52% | 20.77% | 12.56% | 52.66% | $539.6M |
Linde plcLIN | 2.6% | 2.14% | 2.41% | -2.01% | 1.42% | 11.66% | -6.30% | 2.00% | 1.41% | 3.38% | 69.95% | $221.81B |
TCC Group Holdings Co Ltd.1101.TW | 2.6% | -0.78% | 2.84% | 1.50% | -0.78% | 7.48% | -5.54% | -18.43% | 2.11% | -24.39% | -54.31% | $5.96B |
WIN Semiconductors Corp.3105.TWO | 2.6% | 9.85% | 17.48% | 25.00% | 9.85% | 217.68% | 72.00% | 504.04% | 507.31% | 340.04% | 81.24% | $7.86B |
| Theme return | — | 1.94% | 1.02% | 3.57% | 1.85% | 60.66% | 14.69% | 154.10% | 104.85% | 164.71% | 190.74% | — |
| Average | 5.3% | 1.78% | 1.71% | 4.21% | 1.69% | 40.53% | -0.19% | 118.26% | 94.17% | 113.41% | 165.38% | $370.76B |
| Median | 4.8% | 1.62% | 1.39% | 1.50% | 1.53% | 8.37% | -4.03% | 68.38% | 10.10% | 17.95% | 52.66% | $3.41B |
| Std Dev | 2.5% | 5.44% | 7.12% | 18.18% | 5.38% | 75.87% | 28.66% | 170.53% | 165.81% | 184.17% | 403.90% | $1.03T |
| Min | 2.6% | -16.30% | -16.30% | -16.30% | -16.30% | -52.23% | -46.96% | -61.98% | -53.35% | -84.24% | -99.73% | $86.9M |
| Max | 10.2% | 9.85% | 17.48% | 70.71% | 9.85% | 217.68% | 72.00% | 538.25% | 534.21% | 649.03% | 1757.18% | $4.13T |
| % Positive Tickers | 78.95% | 63.16% | 52.63% | 78.95% | 68.42% | 42.11% | 73.68% | 73.68% | 68.42% | 63.16% |
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