
DRO.AU-63.10%10.0%

HAG.XETRA-32.10%9.0%

HO.PA-21.12%8.0%

LDO.MI-17.67%8.0%

MSI-0.01%8.0%

QQ.LSE-12.51%8.0%

ETN+15.96%7.0%

PWR+60.72%7.0%

SAAB-B.ST+1.47%7.0%

SNT-66.11%7.0%

SU.PA+16.97%6.0%

HUBB+10.43%5.0%

NOK+118.14%5.0%

PRY.MI+42.64%5.0%
As of Oct 2, 2026, 9:55 PM ET
Fiscal Spend '26: Critical Infra Defense Constituents
DroneShield LimitedDRO.AU | 10.0% | 6.41% | 7.10% | 2.83% | 6.10% | -38.47% | -50.91% | 120.66% | -63.10% | 33.24% | 846.97% | $1.17B |
Hensoldt AGHAG.XETRA | 9.0% | 3.09% | 1.43% | -5.85% | 3.09% | 4.22% | 2.34% | 32.87% | -32.10% | 170.88% | 488.07% | $10.32B |
Leonardo S.p.A.LDO.MI | 8.0% | -0.86% | -6.15% | -9.85% | -0.86% | -7.06% | -19.93% | 11.58% | -17.67% | 139.08% | 575.74% | $30.78B |
Motorola Solutions, Inc.MSI | 8.0% | -0.17% | -1.90% | -6.46% | -0.01% | 16.87% | -7.10% | 2.52% | -0.01% | 0.12% | 99.20% | $74.27B |
QinetiQ Group plcQQ.LSE | 8.0% | -1.04% | -3.72% | -3.84% | -1.04% | 5.58% | -7.77% | 24.68% | -12.51% | 4.95% | 57.04% | $3.23B |
Thales S.A.HO.PA | 8.0% | -1.15% | -6.79% | -8.18% | -1.15% | -6.56% | -16.16% | -6.06% | -21.12% | 56.66% | 173.50% | $51.51B |
Eaton Corporation plcETN | 7.0% | -0.27% | -1.27% | 11.78% | -0.09% | 37.16% | 16.22% | 53.92% | 15.96% | 33.76% | 206.29% | $169.34B |
Quanta Services, Inc.PWR | 7.0% | 2.11% | 5.25% | 10.74% | 2.08% | 60.30% | 20.13% | 155.74% | 60.72% | 126.80% | 483.33% | $101.72B |
Saab AB (publ)SAAB-B.ST | 7.0% | -1.70% | -2.29% | -3.78% | -1.70% | 4.45% | -15.76% | 56.10% | 1.47% | 175.87% | 776.08% | $32.32B |
Senstar Technologies Ltd.SNT | 7.0% | 0.00% | 9.40% | -4.12% | 5.84% | -66.25% | -52.89% | -51.33% | -66.11% | -1.28% | -60.10% | $35.9M |
Schneider Electric S.E.SU.PA | 6.0% | 3.55% | 1.50% | 3.30% | 3.55% | 24.37% | 5.09% | 46.42% | 16.97% | 33.28% | 118.30% | $192.29B |
Hubbell IncorporatedHUBB | 5.0% | 1.83% | 1.91% | 3.89% | 0.13% | 5.29% | -8.61% | 37.74% | 10.43% | 13.08% | 181.75% | $25.12B |
Nokia OyjNOK | 5.0% | 2.22% | -1.62% | 8.18% | 2.65% | 64.53% | 37.89% | 98.97% | 118.14% | 147.02% | 115.12% | $57.25B |
Prysmian S.p.A.PRY.MI | 5.0% | 3.96% | -0.80% | 6.54% | 3.96% | 44.88% | 21.52% | 171.39% | 42.64% | 108.82% | 346.01% | $42.71B |
| Theme return | — | 1.28% | 0.19% | -0.50% | 1.28% | 6.68% | -7.97% | 61.07% | -4.07% | 95.91% | 412.81% | — |
| Average | 7.1% | 1.28% | 0.15% | 0.37% | 1.61% | 10.66% | -5.42% | 53.94% | 3.84% | 74.45% | 314.81% | $56.58B |
| Median | 7.0% | 0.92% | -1.04% | -0.47% | 1.11% | 5.44% | -7.43% | 42.08% | 0.73% | 45.21% | 194.02% | $37.51B |
| Std Dev | 1.5% | 2.31% | 4.52% | 6.98% | 2.54% | 34.37% | 24.88% | 60.58% | 46.45% | 64.46% | 267.91% | $58.06B |
| Min | 5.0% | -1.70% | -6.79% | -9.85% | -1.70% | -66.25% | -52.89% | -51.33% | -66.11% | -1.28% | -60.10% | $35.9M |
| Max | 10.0% | 6.41% | 9.40% | 11.78% | 6.10% | 64.53% | 37.89% | 171.39% | 118.14% | 175.87% | 846.97% | $192.29B |
| % Positive Tickers | 50.00% | 42.86% | 50.00% | 57.14% | 71.43% | 42.86% | 85.71% | 50.00% | 92.86% | 92.86% |