CW+2.87%10.9%
MRCY+1.14%10.2%
MTSI+151.07%10.2%
ARXS+31.61%8.1%
FEIM+140.04%8.0%
MOG-A+91.00%7.3%
CHG.LSE-12.44%6.5%
AMBA-20.34%5.8%
MPTI+41.89%5.8%
ELMT+23.62%4.4%
TTMI+120.64%4.4%
FTG.TO+115.06%2.9%
COHR+199.41%2.9%
AADX-33.56%2.8%
MTEK-63.83%2.2%
RSEL.TA-10.94%1.9%
AMKR+88.93%1.5%
CHRT.LSE-15.21%1.5%
KLIC+136.71%1.5%
WOLF+42.18%1.5%
As of Oct 2, 2026, 9:55 PM ET
Modern Warfare '26: Defense Electronics & Components Constituents
Curtiss-Wright CorporationCW | 10.9% | 0.13% | 0.39% | -1.67% | 1.32% | 0.16% | -21.16% | 69.49% | 2.87% | 61.63% | 331.02% | $20.16B |
MACOM Technology Solutions Holdings, Inc.MTSI | 10.2% | 6.62% | 14.98% | 24.86% | 6.62% | 87.76% | 29.61% | 209.89% | 151.07% | 197.50% | 392.19% | $24.54B |
Mercury Systems, Inc.MRCY | 10.2% | 0.95% | -0.45% | 1.13% | -0.68% | 14.37% | -6.21% | 85.06% | 1.14% | 127.90% | 76.89% | $5.10B |
Arxis, Inc. Class A Common StockARXS | 8.1% | 5.28% | -0.04% | -0.31% | 7.32% | 31.61% | 31.61% | 31.61% | 31.61% | 29.11% | 29.11% | $2.03B |
Frequency Electronics, Inc.FEIM | 8.0% | 0.07% | 0.73% | 45.03% | -0.35% | 59.12% | 70.62% | 444.28% | 140.04% | 616.92% | 953.00% | $849.1M |
Moog Inc.MOG-A | 7.3% | 0.65% | 7.41% | 8.20% | 1.26% | 62.22% | 17.09% | 125.11% | 91.00% | 100.23% | 417.95% | $12.44B |
Chemring Group PLCCHG.LSE | 6.5% | -2.04% | -2.48% | -3.08% | -2.04% | 9.66% | -3.07% | 37.22% | -12.44% | 45.38% | 78.06% | $1.90B |
Ambarella, Inc.AMBA | 5.8% | -2.35% | 2.30% | 2.17% | -2.42% | -3.16% | 13.69% | 33.49% | -20.34% | 20.08% | -55.34% | $3.01B |
M-tron Industries, Inc.MPTI | 5.8% | 0.19% | 2.18% | 3.97% | -1.36% | 42.63% | 19.94% | 61.34% | 41.89% | 68.69% | 488.63% | $274.9M |
Elmet Group Co.ELMT | 4.4% | 8.75% | 6.34% | 39.60% | 8.80% | 23.62% | 23.62% | 23.62% | 23.62% | 23.56% | 23.56% | $663.5M |
TTM Technologies, Inc.TTMI | 4.4% | 4.25% | 4.34% | 15.05% | 5.14% | 92.75% | 27.59% | 530.93% | 120.64% | 630.18% | 941.63% | $13.69B |
Firan Technology Group CorporationFTG.TO | 2.9% | 7.77% | 16.88% | 30.27% | 7.77% | 124.88% | 19.69% | 260.95% | 115.06% | 339.69% | 777.97% | $475.3M |
Coherent, Inc.COHR | 2.9% | 5.59% | 8.80% | 25.71% | 5.80% | 82.97% | 30.42% | 400.01% | 199.41% | 257.53% | 456.26% | $65.94B |
Applied Aerospace & Defense, Inc.AADX | 2.8% | 8.04% | -0.24% | 3.52% | 8.04% | -33.56% | -33.56% | -33.56% | -33.56% | -33.56% | -33.56% | $2.16B |
Maris-Tech Ltd.MTEK | 2.2% | -0.35% | -26.59% | -35.53% | -0.35% | -36.09% | -56.64% | -63.83% | -63.83% | -60.35% | -76.46% | $7.2M |
RSL Electronics Ltd.RSEL.TA | 1.9% | 0.00% | -6.71% | -11.69% | 0.00% | -34.63% | -23.46% | -42.59% | -10.94% | 85.02% | 187.45% | $31.7M |
Amkor Technology, Inc.AMKR | 1.5% | 5.90% | 2.58% | 18.72% | 5.86% | 41.84% | 17.10% | 200.59% | 88.93% | 96.12% | 134.40% | $13.92B |
Cohort plcCHRT.LSE | 1.5% | 1.01% | 1.26% | -0.37% | 1.01% | 30.24% | -8.67% | -2.09% | -15.21% | 35.78% | 120.60% | $731.9M |
Kulicke and Soffa Industries, Inc.KLIC | 1.5% | 4.94% | 8.22% | 22.74% | 0.91% | 112.69% | 38.98% | 190.54% | 136.71% | 131.10% | 84.43% | $5.27B |
Wolfspeed Inc.WOLF | 1.5% | 13.19% | 25.42% | 31.73% | 12.62% | 101.64% | 78.02% | 266.44% | 42.18% | 309.76% | -55.41% | $1.83B |
| Theme return | — | 2.55% | 3.26% | 11.68% | 2.90% | 47.50% | 21.18% | 140.58% | 57.88% | 162.46% | 325.22% | — |
| Average | 5.0% | 3.43% | 3.27% | 11.00% | 3.26% | 40.54% | 13.26% | 141.42% | 51.49% | 154.11% | 263.62% | $8.75B |
| Median | 4.4% | 2.63% | 2.24% | 6.09% | 1.29% | 36.73% | 18.40% | 77.28% | 36.75% | 90.57% | 127.50% | $2.09B |
| Std Dev | 3.1% | 4.08% | 9.95% | 18.69% | 4.23% | 48.11% | 31.79% | 164.55% | 71.78% | 186.79% | 315.96% | $14.90B |
| Min | 1.5% | -2.35% | -26.59% | -35.53% | -2.42% | -36.09% | -56.64% | -63.83% | -63.83% | -60.35% | -76.46% | $7.2M |
| Max | 10.9% | 13.19% | 25.42% | 45.03% | 12.62% | 124.88% | 78.02% | 530.93% | 199.41% | 630.18% | 953.00% | $65.94B |
| % Positive Tickers | 80.00% | 70.00% | 70.00% | 65.00% | 80.00% | 65.00% | 80.00% | 70.00% | 90.00% | 80.00% |
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