CW+46.94%11.6%
MRCY+99.22%10.8%
MTSI+89.50%10.8%
ARXS+53.81%8.6%
FEIM+137.48%8.5%
MOG-A+110.91%7.7%
CHG.LSE+15.48%6.9%
AMBA+30.98%6.2%
MPTI+91.82%6.2%
ELMT-11.75%4.7%
TTMI+203.75%4.6%
COHR+206.32%3.1%
MTEK-55.38%2.3%
RSEL.TA+9.76%2.0%
AMKR+142.50%1.5%
CHRT.LSE-11.30%1.5%
KLIC+195.02%1.5%
WOLF+162.94%1.5%
As of Aug 6, 2026, 4:25 AM ET
Modern Warfare '26: Defense Electronics & Components Constituents
Curtiss-Wright CorporationCW | 11.6% | -1.18% | -0.24% | -5.60% | 3.37% | 35.76% | 6.87% | 129.74% | 46.94% | $27.65B |
MACOM Technology Solutions Holdings, Inc.MTSI | 10.8% | -3.60% | -1.32% | -19.59% | 4.78% | 53.82% | 6.18% | 153.86% | 89.50% | $20.10B |
Mercury Systems, Inc.MRCY | 10.8% | -4.75% | 4.04% | -12.70% | 10.65% | 47.16% | 20.68% | 138.12% | 99.22% | $6.45B |
Arxis, Inc. Class A Common StockARXS | 8.6% | 2.67% | 40.57% | 27.73% | 9.76% | 53.81% | 53.81% | 53.81% | 53.81% | $2.41B |
Frequency Electronics, Inc.FEIM | 8.5% | 0.98% | -1.97% | 9.83% | 22.53% | 31.93% | 41.47% | 351.27% | 137.48% | $699.1M |
Moog Inc.MOG-A | 7.7% | -0.05% | -0.38% | -3.74% | 4.80% | 67.76% | 21.08% | 132.79% | 110.91% | $12.94B |
Chemring Group PLCCHG.LSE | 6.9% | 2.69% | 6.85% | 12.57% | 6.77% | 33.51% | 18.01% | 67.06% | 15.48% | $2.29B |
Ambarella, Inc.AMBA | 6.2% | -0.46% | 20.26% | 2.66% | -4.83% | 15.54% | 35.65% | 59.27% | 30.98% | $3.59B |
M-tron Industries, Inc.MPTI | 6.2% | -1.33% | 4.43% | -3.99% | 5.95% | 64.00% | 37.90% | 85.50% | 91.82% | $265.1M |
Elmet Group Co.ELMT | 4.7% | 0.03% | 10.91% | -9.48% | 13.62% | -11.75% | -11.75% | -11.75% | -11.75% | $473.8M |
TTM Technologies, Inc.TTMI | 4.6% | -1.16% | -0.12% | -12.14% | 13.70% | 90.22% | 25.91% | 522.63% | 203.75% | $13.63B |
Coherent, Inc.COHR | 3.1% | 1.39% | 16.23% | -2.23% | 24.85% | 77.83% | 26.76% | 385.96% | 206.32% | $64.21B |
Maris-Tech Ltd.MTEK | 2.3% | -2.52% | 16.00% | 11.54% | 6.42% | 0.00% | -32.16% | -43.41% | -55.38% | $11.3M |
RSL Electronics Ltd.RSEL.TA | 2.0% | 2.17% | 1.84% | 23.55% | 14.70% | -7.14% | 8.72% | -18.45% | 9.76% | $457,334 |
Amkor Technology, Inc.AMKR | 1.5% | -3.60% | -17.09% | -22.93% | 8.00% | 36.42% | 12.63% | 189.10% | 142.50% | $13.35B |
Cohort plcCHRT.LSE | 1.5% | -0.32% | -1.65% | -10.90% | 2.36% | 38.44% | -2.91% | 4.08% | -11.30% | $773.0M |
Kulicke and Soffa Industries, Inc.KLIC | 1.5% | -0.01% | -7.39% | -21.55% | 5.20% | 105.97% | 34.60% | 181.36% | 195.02% | $4.91B |
Wolfspeed Inc.WOLF | 1.5% | -6.91% | 9.09% | -36.18% | 6.65% | 44.69% | 27.74% | 162.94% | 162.94% | $1.31B |
| Theme return | — | -0.84% | 6.69% | -1.24% | 8.32% | 54.18% | 27.76% | 154.59% | 93.35% | — |
| Average | 5.6% | -0.89% | 5.56% | -4.06% | 8.85% | 43.22% | 18.40% | 141.33% | 84.33% | $9.73B |
| Median | 5.4% | -0.39% | 2.94% | -4.79% | 6.71% | 41.57% | 20.88% | 131.26% | 90.66% | $3.00B |
| Std Dev | 3.4% | 2.53% | 12.16% | 16.14% | 6.90% | 30.88% | 20.11% | 145.10% | 77.52% | $15.30B |
| Min | 1.5% | -6.91% | -17.09% | -36.18% | -4.83% | -11.75% | -32.16% | -43.41% | -55.38% | $457,334 |
| Max | 11.6% | 2.69% | 40.57% | 27.73% | 24.85% | 105.97% | 53.81% | 522.63% | 206.32% | $64.21B |
| % Positive Tickers | 33.33% | 55.56% | 33.33% | 94.44% | 83.33% | 83.33% | 83.33% | 83.33% |
About this theme
Modern Warfare '26: Defense Electronics & Components tracks 18 publicly listed stocks in this theme. Sample tickers: AMBA, AMKR, ARXS, CHG.LSE, CHRT.LSE, COHR, CW, ELMT, FEIM, KLIC, MOG-A, MPTI, and 6 more. Use the table below for the full list.
