Theme

Modern Warfare '26: Sensors, Targeting & Battlefield Perception

18 tickers$1.96T market cap
10D rank#271of 979 themes#9of 20 in Modern Warfare
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As of Aug 6, 2026, 4:25 AM ET

Modern Warfare '26: Sensors, Targeting & Battlefield Perception Constituents

Teledyne Technologies IncorporatedTDY
11.3%-0.15%4.33%4.39%4.30%33.87%0.39%36.83%24.55%$31.68B
Elbit Systems Ltd.ESLT
8.7%1.77%5.37%6.57%6.88%49.60%12.38%122.62%78.48%$40.49B
L3Harris Technologies, Inc.LHX
8.7%0.29%-4.69%-5.03%3.27%-2.54%-21.51%35.03%3.34%$53.30B
Ambarella, Inc.AMBA
7.8%-0.46%20.26%2.66%-4.83%15.54%35.65%59.27%30.98%$3.59B
Hensoldt AGHAG.XETRA
7.8%0.05%10.74%9.74%9.50%16.73%14.62%48.82%-8.51%$11.67B
Leonardo DRS, Inc.DRS
6.9%-1.44%-7.23%-1.65%-3.11%30.89%2.83%31.58%8.01%$11.90B
Palantir Technologies Inc.PLTR
6.9%-2.60%28.89%19.53%28.74%-10.87%15.48%81.17%-11.76%$363.77B
Space Exploration Technologies Corp.SPCX
6.9%-13.61%-5.91%-32.51%-0.09%-32.73%-32.73%-32.73%-32.73%$1.42T
Indra Sistemas, S.A.IDR.MC
5.2%3.05%16.28%18.76%7.96%23.93%-4.58%140.82%65.69%$12.43B
Swarmer, Inc Common StockSWMR
5.2%-4.72%-7.49%-15.20%-2.28%15.90%15.90%15.90%15.90%$390.1M
Syntec Optics Holdings, Inc.OPTX
5.2%-3.28%8.65%-22.78%17.30%167.83%19.31%512.80%391.03%$308.5M
NextVison Stabilized Systems, Ltd.NXSN.TA
4.3%-2.48%-7.57%-15.86%-5.85%1.15%-35.90%205.09%85.78%$6.88B
Ouster, Inc.OUST
3.5%-5.69%32.55%-9.45%15.66%108.50%138.10%405.83%96.43%$2.87B
BigBear.ai Holdings, Inc.BBAI
2.6%-4.11%9.78%-15.36%8.60%-43.89%-23.48%-3.19%-54.91%$1.09B
Cohort plcCHRT.LSE
2.6%-0.32%-1.65%-10.90%2.36%38.44%-2.91%4.08%-11.30%$773.0M
Kopin Corp.KOPN
2.6%-4.82%10.34%-4.36%12.22%68.80%78.73%313.05%102.56%$731.9M
Optex Systems Holdings, IncOPXS
2.6%7.73%9.19%-11.34%7.35%-14.53%-6.41%110.42%-9.89%$84.4M
MultiSensor AI Holdings, Inc.MSAI
1.0%-3.13%8.68%-6.07%10.76%-54.34%-53.37%-86.60%-83.35%$4.9M
Theme return-1.73%6.58%-1.67%5.43%33.62%13.86%111.66%45.82%
Average5.6%-1.88%7.25%-4.94%6.60%22.90%8.47%111.16%38.35%$108.76B
Median5.2%-1.96%8.66%-5.55%7.12%16.32%1.61%54.05%11.96%$5.23B
Std Dev2.7%4.24%11.66%13.28%8.46%52.12%42.68%152.26%99.29%$327.42B
Min1.0%-13.61%-7.57%-32.51%-5.85%-54.34%-53.37%-86.60%-83.35%$4.9M
Max11.3%7.73%32.55%19.53%28.74%167.83%138.10%512.80%391.03%$1.42T
% Positive Tickers27.78%66.67%33.33%72.22%66.67%55.56%83.33%61.11%

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About this theme

Modern Warfare '26: Sensors, Targeting & Battlefield Perception tracks 18 publicly listed stocks in this theme. Sample tickers: AMBA, BBAI, CHRT.LSE, DRS, ESLT, HAG.XETRA, IDR.MC, KOPN, LHX, MSAI, NXSN.TA, OPTX, and 6 more. Use the table below for the full list.

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