ACN-30.58%7.7%
CNC+165.73%7.7%
DLHC-12.95%7.7%
ICFI-6.44%7.7%
J-1.55%7.7%
KBR-26.26%7.7%
LDOS-27.30%7.7%
MMS-14.65%7.7%
MOH+28.12%7.7%
PSN-37.07%7.7%
SAIC+4.48%7.7%
TTEK-8.00%7.7%
TYL-49.89%7.7%
As of Aug 6, 2026, 4:25 AM ET
Fiscal Spend Short '25: Non-Military Govt Contracts Constituents
Accenture plcACN | 7.7% | 0.18% | 16.15% | 26.16% | 2.90% | -36.37% | -18.20% | -45.13% | -30.58% | $104.48B |
Centene Corp.CNC | 7.7% | 4.56% | 5.65% | 1.42% | 7.67% | 62.79% | 49.26% | 10.31% | 165.73% | $33.08B |
DLH Holdings Corp.DLHC | 7.7% | 0.00% | -4.91% | -5.65% | -0.82% | -14.34% | -19.33% | 20.70% | -12.95% | $70.1M |
ICF International, Inc.ICFI | 7.7% | -1.64% | 6.65% | 13.31% | 4.81% | -0.57% | 2.02% | -1.69% | -6.44% | $1.54B |
Jacobs Solutions Inc.J | 7.7% | 1.39% | 7.51% | 12.16% | 7.22% | 9.22% | 4.94% | 17.64% | -1.55% | $17.08B |
KBR, Inc.KBR | 7.7% | -3.97% | -1.62% | -2.94% | -0.76% | -9.63% | -13.97% | -31.75% | -26.26% | $4.58B |
Leidos Holdings, Inc.LDOS | 7.7% | -2.87% | 13.12% | 16.68% | 9.73% | -29.68% | -27.56% | -11.26% | -27.30% | $15.96B |
Maximus, Inc.MMS | 7.7% | -0.28% | 5.83% | 12.69% | 4.81% | -26.51% | -16.48% | -9.68% | -14.65% | $3.32B |
Molina Healthcare, Inc.MOH | 7.7% | 1.98% | -1.22% | -14.30% | -0.25% | 12.45% | 26.67% | -40.59% | 28.12% | $10.19B |
Parsons CorporationPSN | 7.7% | -1.67% | -18.64% | -16.83% | 8.08% | -22.69% | -27.61% | -24.22% | -37.07% | $5.10B |
Science Applications International CorporationSAIC | 7.7% | -0.06% | 1.10% | 5.22% | 2.71% | 19.51% | 30.39% | 3.98% | 4.48% | $5.09B |
Tetra Tech, Inc.TTEK | 7.7% | -2.11% | 8.14% | 10.08% | 3.41% | 2.24% | -4.32% | 11.22% | -8.00% | $8.90B |
Tyler Technologies, Inc.TYL | 7.7% | -2.15% | 3.17% | -3.90% | -0.98% | -32.46% | -13.56% | -47.31% | -49.89% | $12.56B |
| Theme return | — | 0.51% | -3.15% | -5.07% | -3.76% | 4.09% | 1.64% | 6.68% | -0.60% | — |
| Average | 7.7% | -0.51% | 3.15% | 4.16% | 3.73% | -5.08% | -2.13% | -11.37% | -1.26% | $17.07B |
| Median | 7.7% | -0.28% | 5.65% | 5.22% | 3.41% | -9.63% | -13.56% | -9.68% | -12.95% | $8.90B |
| Std Dev | 0.0% | 2.18% | 8.43% | 12.08% | 3.57% | 26.32% | 23.08% | 23.28% | 51.87% | $26.59B |
| Min | 7.7% | -3.97% | -18.64% | -16.83% | -0.98% | -36.37% | -27.61% | -47.31% | -49.89% | $70.1M |
| Max | 7.7% | 4.56% | 16.15% | 26.16% | 9.73% | 62.79% | 49.26% | 20.70% | 165.73% | $104.48B |
| % Positive Tickers | 30.77% | 69.23% | 61.54% | 69.23% | 38.46% | 38.46% | 38.46% | 23.08% |
About this theme
Fiscal Spend Short '25: Non-Military Govt Contracts tracks 13 publicly listed stocks in this theme. Sample tickers: ACN, CNC, DLHC, ICFI, J, KBR, LDOS, MMS, MOH, PSN, SAIC, TTEK, and 1 more. Use the table below for the full list.
