PLTR-11.76%15.0%
AXON-29.43%11.0%
VRRM-77.52%11.0%
MSI-0.90%10.0%
CGNT+0.88%8.0%
SPCB+5.83%8.0%
BKSY+37.60%7.0%
PL+253.64%7.0%
TEL+8.96%5.0%
HO.PA+8.28%4.0%
OPTT-65.06%4.0%
ZI0.00%4.0%
AMZN+22.64%3.0%
CSCO+75.55%3.0%
As of Aug 6, 2026, 4:25 AM ET
Fiscal Spend '26: Citizen Surveillance Constituents
Palantir Technologies Inc.PLTR | 15.0% | -2.60% | 28.89% | 19.53% | 28.74% | -10.87% | 15.48% | 81.17% | -11.76% | $363.77B |
Axon Enterprise, Inc.AXON | 11.0% | 0.38% | 21.33% | -2.07% | 15.49% | 7.32% | 12.37% | 9.15% | -29.43% | $49.13B |
Verra Mobility CorporationVRRM | 11.0% | 0.54% | 38.52% | 29.26% | 6.05% | -74.97% | -66.43% | -75.93% | -77.52% | $852.2M |
Motorola Solutions, Inc.MSI | 10.0% | -1.06% | 4.86% | 3.62% | 0.55% | 14.30% | -9.15% | 0.26% | -0.90% | $72.73B |
Cognyte Software Ltd.CGNT | 8.0% | -1.83% | 9.87% | -1.93% | 2.13% | -2.87% | 28.77% | -8.24% | 0.88% | $672.9M |
SuperCom Ltd.SPCB | 8.0% | -2.99% | 0.00% | -3.51% | 0.00% | 18.34% | 26.45% | 54.32% | 5.83% | $47.6M |
BlackSky Technology Inc.BKSY | 7.0% | -0.91% | 16.74% | -7.29% | 9.24% | 34.29% | 33.58% | 212.41% | 37.60% | $1.03B |
Planet Labs PBCPL | 7.0% | -2.10% | 9.18% | -27.58% | 9.13% | 13.34% | -7.42% | 524.30% | 253.64% | $7.44B |
TE Connectivity plcTEL | 5.0% | 0.56% | 7.41% | 8.90% | 5.97% | -4.19% | -5.29% | 53.19% | 8.96% | $63.64B |
Ocean Power Technologies, Inc.OPTT | 4.0% | -1.32% | 20.00% | -31.66% | -0.55% | -40.00% | -54.41% | -56.31% | -65.06% | $32.5M |
Thales S.A.HO.PA | 4.0% | -0.27% | 11.83% | 9.18% | 6.25% | 11.54% | 0.08% | 12.14% | 8.28% | $62.12B |
ZoomInfo Technologies Inc.ZI | 4.0% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 7.54% | 0.00% | $3.85B |
Amazon.com, Inc.AMZN | 3.0% | -1.72% | 17.47% | 11.67% | 0.39% | 18.12% | 29.83% | 39.10% | 22.64% | $2.93T |
Cisco Systems, Inc.CSCO | 3.0% | -0.20% | 6.42% | 6.60% | 4.75% | 58.57% | 52.91% | 97.85% | 75.55% | $478.88B |
| Theme return | — | -1.08% | 16.37% | 5.35% | 9.37% | 7.76% | 10.86% | 62.12% | 12.16% | — |
| Average | 7.1% | -0.97% | 13.75% | 1.05% | 6.30% | 3.07% | 4.05% | 67.92% | 16.34% | $288.37B |
| Median | 7.0% | -0.99% | 10.85% | 1.81% | 5.36% | 9.43% | 6.23% | 25.62% | 3.36% | $28.28B |
| Std Dev | 3.5% | 1.13% | 10.53% | 15.62% | 7.65% | 30.56% | 31.68% | 143.47% | 75.43% | $747.15B |
| Min | 3.0% | -2.99% | 0.00% | -31.66% | -0.55% | -74.97% | -66.43% | -75.93% | -77.52% | $32.5M |
| Max | 15.0% | 0.56% | 38.52% | 29.26% | 28.74% | 58.57% | 52.91% | 524.30% | 253.64% | $2.93T |
| % Positive Tickers | 21.43% | 85.71% | 50.00% | 78.57% | 57.14% | 57.14% | 78.57% | 57.14% |
About this theme
Fiscal Spend '26: Citizen Surveillance tracks 14 publicly listed stocks in this theme. Sample tickers: AMZN, AXON, BKSY, CGNT, CSCO, HO.PA, MSI, OPTT, PL, PLTR, SPCB, TEL, and 2 more. Use the table below for the full list.
