TDY+24.55%11.3%
ESLT+78.48%8.7%
LHX+3.34%8.7%
AMBA+30.98%7.8%
HAG.XETRA-8.51%7.8%
DRS+8.01%6.9%
PLTR-11.76%6.9%
SPCX-32.73%6.9%
IDR.MC+65.69%5.2%
OPTX+391.03%5.2%
SWMR+15.90%5.2%
NXSN.TA+85.78%4.3%
OUST+96.43%3.5%
BBAI-54.91%2.6%
CHRT.LSE-11.30%2.6%
KOPN+102.56%2.6%
OPXS-9.89%2.6%
MSAI-83.35%1.0%
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% | — |
| Average | 5.6% | -1.88% | 7.25% | -4.94% | 6.60% | 22.90% | 8.47% | 111.16% | 38.35% | $108.76B |
| Median | 5.2% | -1.96% | 8.66% | -5.55% | 7.12% | 16.32% | 1.61% | 54.05% | 11.96% | $5.23B |
| Std Dev | 2.7% | 4.24% | 11.66% | 13.28% | 8.46% | 52.12% | 42.68% | 152.26% | 99.29% | $327.42B |
| Min | 1.0% | -13.61% | -7.57% | -32.51% | -5.85% | -54.34% | -53.37% | -86.60% | -83.35% | $4.9M |
| Max | 11.3% | 7.73% | 32.55% | 19.53% | 28.74% | 167.83% | 138.10% | 512.80% | 391.03% | $1.42T |
| % Positive Tickers | 27.78% | 66.67% | 33.33% | 72.22% | 66.67% | 55.56% | 83.33% | 61.11% |
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.
