ENS+108.86%18.0%
KULR-48.50%16.0%
ULBI-34.93%14.0%
AMPX+48.35%12.0%
DRS+8.01%12.0%
TTE.PA+41.03%10.0%
ENVX-61.80%7.0%
ETN+25.25%5.0%
ASPN-39.20%3.0%
BWXT-5.98%3.0%
As of Aug 6, 2026, 4:25 AM ET
Modern Warfare '26: Defense Power, Batteries & Thermal Mgmt Constituents
EnerSysENS | 18.0% | -1.98% | -0.46% | -10.99% | 2.05% | 29.38% | 14.28% | 105.20% | 108.86% | $6.92B |
KULR Technology Group, Inc.KULR | 16.0% | -2.14% | 9.13% | -29.85% | 3.77% | -7.09% | -2.14% | -73.14% | -48.50% | $127.2M |
Ultralife CorporationULBI | 14.0% | -3.10% | 0.19% | -13.09% | 2.31% | -7.17% | -6.35% | 8.81% | -34.93% | $88.4M |
Amprius Technologies, Inc.AMPX | 12.0% | 8.42% | 26.84% | -10.47% | 22.08% | 48.54% | 9.23% | 324.64% | 48.35% | $1.66B |
Leonardo DRS, Inc.DRS | 12.0% | -1.44% | -7.23% | -1.65% | -3.11% | 30.89% | 2.83% | 31.58% | 8.01% | $11.90B |
TotalEnergies SETTE.PA | 10.0% | -0.61% | -1.78% | 10.55% | -3.59% | 30.02% | 6.93% | 35.40% | 41.03% | $189.64B |
Enovix CorporationENVX | 7.0% | -2.50% | 8.61% | -23.67% | 4.89% | -41.31% | -18.60% | -43.77% | -61.80% | $935.9M |
Eaton Corporation plcETN | 5.0% | 0.56% | 10.69% | 8.19% | 7.73% | 40.43% | 18.98% | 57.58% | 25.25% | $173.68B |
Aspen Aerogels, Inc.ASPN | 3.0% | -0.99% | 7.28% | -8.41% | 8.21% | 77.03% | 60.58% | -21.96% | -39.20% | $415.2M |
BWX Technologies, Inc.BWXT | 3.0% | -2.39% | -3.58% | -14.53% | -0.25% | -2.50% | -18.19% | 66.22% | -5.98% | $15.42B |
| Theme return | — | -0.60% | 4.83% | -7.50% | 5.30% | 26.93% | 12.86% | 47.58% | 15.25% | — |
| Average | 10.0% | -0.62% | 4.97% | -9.39% | 4.41% | 19.82% | 6.76% | 49.06% | 4.11% | $40.08B |
| Median | 11.0% | -1.71% | 3.74% | -10.73% | 3.04% | 29.70% | 4.88% | 33.49% | 1.01% | $4.29B |
| Std Dev | 5.1% | 3.18% | 9.31% | 11.97% | 7.00% | 32.45% | 21.54% | 104.96% | 50.37% | $71.06B |
| Min | 3.0% | -3.10% | -7.23% | -29.85% | -3.59% | -41.31% | -18.60% | -73.14% | -61.80% | $88.4M |
| Max | 18.0% | 8.42% | 26.84% | 10.55% | 22.08% | 77.03% | 60.58% | 324.64% | 108.86% | $189.64B |
| % Positive Tickers | 20.00% | 60.00% | 20.00% | 70.00% | 60.00% | 60.00% | 70.00% | 50.00% |
About this theme
Modern Warfare '26: Defense Power, Batteries & Thermal Mgmt tracks 10 publicly listed stocks in this theme: AMPX, ASPN, BWXT, DRS, ENS, ENVX, ETN, KULR, TTE.PA, ULBI. See the constituent table for details.
