
TDY+10.88%10.3%
LYNX-5.88%8.3%

ESLT+39.17%8.0%

LHX-22.49%8.0%

AMBA-20.34%7.2%

HAG.XETRA-32.10%7.2%

DRS-17.97%6.4%

PLTR+1.03%6.4%

SPCX-1.15%6.4%

IDR.MC+45.62%4.8%

OPTX+482.17%4.8%

SWMR-50.42%4.8%

NXSN.TA+74.08%4.0%

OUST+55.62%3.2%

BBAI-63.55%2.4%

CHRT.LSE-15.21%2.4%

KOPN+84.66%2.4%

OPXS-17.34%2.4%

MSAI-82.63%1.0%
As of Oct 2, 2026, 9:55 PM ET
Modern Warfare '26: Sensors, Targeting & Battlefield Perception Constituents
Teledyne Technologies IncorporatedTDY | 10.3% | 0.73% | 5.35% | 6.45% | 5.35% | 26.39% | -5.23% | 29.18% | 10.88% | 40.41% | 41.24% | $28.61B |
Lyntris Inc.LYNX | 8.3% | 0.63% | -10.41% | -9.39% | -5.88% | -5.88% | -5.88% | -5.88% | -5.88% | — | — | $1.47B |
Elbit Systems Ltd.ESLT | 8.0% | 0.08% | -5.07% | -0.31% | 1.63% | 22.38% | -8.07% | 82.11% | 39.17% | 247.73% | 392.51% | $32.62B |
L3Harris Technologies, Inc.LHX | 8.0% | -0.76% | -4.32% | -11.75% | -3.73% | -21.82% | -37.04% | 8.31% | -22.49% | -2.22% | 15.43% | $44.06B |
Ambarella, Inc.AMBA | 7.2% | -2.35% | 2.30% | 2.17% | -2.42% | -3.16% | 13.69% | 33.49% | -20.34% | 20.08% | -55.34% | $3.01B |
Hensoldt AGHAG.XETRA | 7.2% | 3.09% | 1.43% | -5.85% | 3.09% | 4.22% | 2.34% | 32.87% | -32.10% | 170.88% | 488.07% | $10.32B |
Leonardo DRS, Inc.DRS | 6.4% | 0.11% | -1.45% | -1.11% | -0.41% | 7.39% | -15.63% | 7.96% | -17.97% | 26.05% | 241.72% | $9.82B |
Palantir Technologies Inc.PLTR | 6.4% | -0.68% | 2.15% | 11.51% | -0.56% | 6.31% | 37.74% | 116.09% | 1.03% | 381.01% | 675.79% | $433.38B |
Space Exploration Technologies Corp.SPCX | 6.4% | 7.35% | 2.83% | 13.07% | 5.33% | -1.15% | -1.15% | -1.15% | -1.15% | -1.24% | -1.24% | $2.10T |
Indra Sistemas, S.A.IDR.MC | 4.8% | 0.13% | -4.36% | -3.54% | 0.13% | 18.14% | -9.04% | 129.58% | 45.62% | 266.08% | 564.79% | $11.73B |
Swarmer, Inc Common StockSWMR | 4.8% | -6.23% | -32.14% | -51.67% | -6.17% | -50.42% | -50.42% | -50.42% | -50.42% | -50.45% | -50.45% | $166.8M |
Syntec Optics Holdings, Inc.OPTX | 4.8% | 12.70% | 24.52% | 21.38% | 12.70% | 219.58% | 42.37% | 631.20% | 482.17% | 655.37% | -7.11% | $368.2M |
NextVison Stabilized Systems, Ltd.NXSN.TA | 4.0% | 0.00% | -0.91% | 6.89% | 0.00% | 8.74% | -31.08% | 227.99% | 74.08% | 679.27% | 4447.79% | $7.24B |
Ouster, Inc.OUST | 3.2% | 8.61% | 9.80% | 26.89% | 8.14% | 104.23% | 133.22% | 395.46% | 55.62% | 620.62% | -39.27% | $3.20B |
BigBear.ai Holdings, Inc.BBAI | 2.4% | -3.28% | -8.30% | -10.17% | -3.28% | -50.93% | -33.08% | -15.34% | -63.55% | 77.85% | -73.12% | $1.27B |
Cohort plcCHRT.LSE | 2.4% | 1.01% | 1.26% | -0.37% | 1.01% | 30.24% | -8.67% | -2.09% | -15.21% | 35.78% | 120.60% | $731.9M |
Kopin Corp.KOPN | 2.4% | 6.51% | -1.32% | 13.64% | 5.75% | 108.33% | 120.59% | 409.78% | 84.66% | 545.46% | -5.39% | $909.8M |
Optex Systems Holdings, IncOPXS | 2.4% | 0.10% | -0.62% | 2.31% | -0.24% | -26.55% | -19.58% | 80.82% | -17.34% | 33.38% | 427.78% | $72.7M |
MultiSensor AI Holdings, Inc.MSAI | 1.0% | -1.05% | -4.87% | -7.13% | -1.37% | -59.29% | -58.42% | -88.05% | -82.63% | -94.21% | -95.51% | $9.5M |
| Theme return | — | 1.24% | -1.12% | -0.20% | 1.28% | 24.36% | 6.03% | 96.75% | 22.61% | 175.92% | 271.35% | — |
| Average | 5.3% | 1.41% | -1.27% | 0.16% | 1.00% | 17.72% | 3.51% | 106.42% | 24.43% | 202.88% | 393.79% | $141.28B |
| Median | 4.8% | 0.11% | -0.91% | -0.31% | 0.00% | 6.31% | -8.07% | 32.87% | -5.88% | 59.13% | 28.33% | $3.20B |
| Std Dev | 2.5% | 4.37% | 10.31% | 16.00% | 4.69% | 63.81% | 49.08% | 180.18% | 116.28% | 254.06% | 1012.12% | $470.35B |
| Min | 1.0% | -6.23% | -32.14% | -51.67% | -6.17% | -59.29% | -58.42% | -88.05% | -82.63% | -94.21% | -95.51% | $9.5M |
| Max | 10.3% | 12.70% | 24.52% | 26.89% | 12.70% | 219.58% | 133.22% | 631.20% | 482.17% | 679.27% | 4447.79% | $2.10T |
| % Positive Tickers | 63.16% | 42.11% | 47.37% | 47.37% | 57.89% | 31.58% | 68.42% | 42.11% | 77.78% | 55.56% |