Theme
Drones '26: Drone OEMs & C-UAS☆

AVAV-60.85%13.6%

DRO.AU-63.10%10.9%

KTOS-54.24%10.9%

RCAT-44.36%8.2%

ESLT+39.17%7.3%

LDO.MI-17.67%7.3%

EOS.AU+33.87%6.3%

ONDS-20.90%6.3%

PUSA+4.69%5.4%

QQ.LSE-12.51%4.8%

AVEX-24.87%4.5%

DPRO-46.30%4.5%

EXA.PA+20.71%4.5%

AIRO-66.51%2.7%

MOB-53.67%2.7%
As of Oct 2, 2026, 9:55 PM ET
Drones '26: Drone OEMs & C-UAS Constituents
AeroVironment, Inc.AVAV | 13.6% | 0.36% | -9.67% | -2.99% | 0.53% | -41.69% | -44.08% | 11.20% | -60.85% | -29.98% | 61.73% | $7.13B |
DroneShield LimitedDRO.AU | 10.9% | 6.41% | 7.10% | 2.83% | 6.10% | -38.47% | -50.91% | 120.66% | -63.10% | 33.24% | 846.97% | $1.17B |
Kratos Defense & Security Solutions, Inc.KTOS | 10.9% | 0.58% | -7.42% | -8.99% | 1.55% | -42.72% | -49.54% | 39.55% | -54.24% | 71.05% | 90.83% | $8.08B |
Red Cat Holdings, Inc.RCAT | 8.2% | 1.11% | -7.64% | -22.96% | 1.26% | -19.17% | -44.98% | -13.61% | -44.36% | 94.53% | 95.12% | $974.0M |
Elbit Systems Ltd.ESLT | 7.3% | 0.08% | -5.07% | -0.31% | 1.63% | 22.38% | -8.07% | 82.11% | 39.17% | 247.73% | 392.51% | $32.62B |
Leonardo S.p.A.LDO.MI | 7.3% | -0.86% | -6.15% | -9.85% | -0.86% | -7.06% | -19.93% | 11.58% | -17.67% | 139.08% | 575.74% | $30.78B |
Electro Optic Systems Holdings LimitedEOS.AU | 6.3% | 2.41% | -1.12% | 18.12% | 2.41% | 26.40% | 24.58% | 953.54% | 33.87% | 693.90% | 218.83% | $1.77B |
Ondas Holdings Inc.ONDS | 6.3% | 1.69% | -5.63% | -4.27% | 2.32% | -25.36% | -27.73% | 556.31% | -20.90% | 878.38% | -20.26% | $4.13B |
Aureus Greenway Holdings, Inc.PUSA | 5.4% | -1.25% | -12.30% | -12.76% | 4.69% | 4.69% | 4.69% | 4.69% | 4.69% | — | — | $68.3M |
QinetiQ Group plcQQ.LSE | 4.8% | -1.04% | -3.72% | -3.84% | -1.04% | 5.58% | -7.77% | 24.68% | -12.51% | 4.95% | 57.04% | $3.23B |
Aevex Corp.AVEX | 4.5% | 2.48% | -7.86% | -6.93% | 3.68% | -24.87% | -24.87% | -24.87% | -24.87% | -25.74% | -25.74% | $817.7M |
Draganfly Inc.DPRO | 4.5% | -3.82% | -1.81% | -4.39% | -1.00% | -21.27% | -16.95% | 140.71% | -46.30% | 49.72% | -93.87% | $192.9M |
Exail TechnologiesEXA.PA | 4.5% | -0.88% | -1.34% | -2.32% | -0.88% | 46.93% | -4.04% | 233.86% | 20.71% | 623.88% | 996.01% | $2.37B |
AIRO Group Holdings, Inc. Common StockAIRO | 2.7% | 0.76% | -8.49% | -3.71% | 1.30% | -19.01% | -32.40% | -33.75% | -66.51% | -34.10% | -34.10% | $207.2M |
Mobilicom LtdMOB | 2.7% | -2.55% | -22.19% | -21.61% | -2.20% | -30.74% | -22.62% | 142.82% | -53.67% | 286.24% | -23.03% | $50.4M |
| Theme return | — | 0.84% | -5.40% | -5.20% | 1.12% | -5.84% | -21.47% | 161.93% | -20.39% | 234.36% | 531.88% | — |
| Average | 6.7% | 0.37% | -6.22% | -5.60% | 1.30% | -10.96% | -21.64% | 149.97% | -24.44% | 216.63% | 224.13% | $6.24B |
| Median | 6.3% | 0.36% | -6.15% | -4.27% | 1.30% | -19.17% | -22.62% | 39.55% | -24.87% | 82.79% | 76.28% | $1.77B |
| Std Dev | 3.0% | 2.33% | 6.16% | 9.41% | 2.25% | 25.99% | 20.64% | 258.45% | 34.39% | 288.86% | 335.46% | $10.27B |
| Min | 2.7% | -3.82% | -22.19% | -22.96% | -2.20% | -42.72% | -50.91% | -33.75% | -66.51% | -34.10% | -93.87% | $50.4M |
| Max | 13.6% | 6.41% | 7.10% | 18.12% | 6.10% | 46.93% | 24.58% | 953.54% | 39.17% | 878.38% | 996.01% | $32.62B |
| % Positive Tickers | 60.00% | 6.67% | 13.33% | 66.67% | 33.33% | 13.33% | 80.00% | 26.67% | 78.57% | 64.29% |