
AER+18.69%12.5%

AIR+23.44%12.5%

ATI+129.91%12.5%

FTAI-1.82%12.5%

HEI-2.00%12.5%

HWM+20.13%12.5%

MTX.XETRA-8.00%12.5%

TDG-14.71%12.5%
As of Oct 2, 2026, 9:55 PM ET
US Airlines Long '24: Bottleneck Beneficiaries Constituents
AAR Corp.AIR | 12.5% | 2.61% | -12.00% | -16.34% | 3.73% | 25.17% | -11.56% | 79.87% | 23.44% | 57.06% | 204.64% | $4.09B |
AerCap Holdings N.V.AER | 12.5% | 0.28% | 1.76% | 1.27% | 1.96% | 2.36% | -1.80% | 42.51% | 18.69% | 58.19% | 143.71% | $22.76B |
ATI Inc.ATI | 12.5% | 0.67% | 1.70% | -5.93% | -0.74% | 65.32% | 15.98% | 251.60% | 129.91% | 201.08% | 1011.61% | $26.26B |
FTAI Aviation Ltd.FTAI | 12.5% | -0.17% | -10.92% | -8.94% | 1.02% | -14.14% | -44.73% | 45.78% | -1.82% | 25.40% | 775.93% | $17.13B |
HEICO CorporationHEI | 12.5% | -1.29% | 1.16% | -3.58% | 1.62% | -3.75% | -2.54% | 15.35% | -2.00% | 16.33% | 124.28% | $42.14B |
Howmet Aerospace Inc.HWM | 12.5% | 1.21% | 1.86% | -9.25% | 0.51% | 11.96% | -12.56% | 71.54% | 20.13% | 130.04% | 621.52% | $92.53B |
MTU Aero Engines AGMTX.XETRA | 12.5% | 0.49% | 2.22% | 5.58% | 0.49% | 0.46% | -2.77% | 19.62% | -8.00% | 35.10% | 88.70% | $22.44B |
TransDigm Group IncorporatedTDG | 12.5% | -0.63% | -1.57% | -5.09% | -0.20% | -17.66% | -15.95% | -15.97% | -14.71% | -12.87% | 101.93% | $60.99B |
| Theme return | — | 0.40% | -1.97% | -5.42% | 0.73% | 9.29% | -9.17% | 60.40% | 19.25% | 67.69% | 365.15% | — |
| Average | 12.5% | 0.40% | -1.97% | -5.28% | 1.05% | 8.72% | -9.49% | 63.79% | 20.71% | 63.79% | 384.04% | $36.04B |
| Median | 12.5% | 0.39% | 1.43% | -5.51% | 0.77% | 1.41% | -7.16% | 44.15% | 8.44% | 46.08% | 174.17% | $24.51B |
| Std Dev | 0.0% | 1.11% | 5.59% | 6.28% | 1.31% | 24.92% | 16.20% | 76.67% | 43.36% | 64.94% | 340.60% | $26.66B |
| Min | 12.5% | -1.29% | -12.00% | -16.34% | -0.74% | -17.66% | -44.73% | -15.97% | -14.71% | -12.87% | 88.70% | $4.09B |
| Max | 12.5% | 2.61% | 2.22% | 5.58% | 3.73% | 65.32% | 15.98% | 251.60% | 129.91% | 201.08% | 1011.61% | $92.53B |
| % Positive Tickers | 62.50% | 62.50% | 25.00% | 75.00% | 62.50% | 12.50% | 87.50% | 50.00% | 87.50% | 100.00% |