
ESE+23.49%8.9%

ALFA.ST+18.70%8.1%

FERG-2.63%8.1%

PAL.VI-23.17%8.1%

ABBN.SW+34.78%7.3%

FLS+36.98%7.3%

HWM+20.13%7.3%

IMI.LSE+33.14%7.3%

LHX-22.49%7.3%

CAT+71.77%6.5%

CMI+22.16%6.5%

EMR+21.71%6.5%

VELO+190.10%6.5%

KMAR.OL-0.73%4.8%
As of Oct 2, 2026, 9:55 PM ET
Shipbuilding '26: Shipbuilding Components & Equipment Constituents
ESCO Technologies Inc.ESE | 8.9% | 1.86% | -0.50% | -2.40% | -3.49% | 33.32% | -6.06% | 62.31% | 23.49% | 119.72% | 253.89% | $7.12B |
Alfa Laval Corporate ABALFA.ST | 8.1% | 1.93% | -2.72% | -2.94% | 1.93% | 10.43% | -5.79% | 30.33% | 18.70% | 17.97% | 59.67% | $23.07B |
Ferguson plcFERG | 8.1% | 0.83% | 1.96% | 1.93% | 1.81% | 1.70% | -13.52% | 36.82% | -2.63% | 17.06% | 73.55% | $43.31B |
Palfinger AGPAL.VI | 8.1% | 1.88% | -11.34% | -14.28% | 1.88% | -19.84% | -31.33% | 10.74% | -23.17% | 35.11% | -17.48% | $1.14B |
ABB LtdABBN.SW | 7.3% | 2.86% | -2.68% | 3.42% | 2.86% | 31.94% | 5.50% | 89.97% | 34.78% | 75.39% | 260.57% | $179.21B |
Flowserve CorporationFLS | 7.3% | 1.79% | -4.37% | -6.79% | -0.82% | 4.44% | -18.14% | 45.33% | 36.98% | 42.98% | 125.77% | $9.53B |
Howmet Aerospace Inc.HWM | 7.3% | 1.21% | 1.86% | -9.25% | 0.51% | 11.96% | -12.56% | 71.54% | 20.13% | 130.04% | 621.52% | $92.53B |
IMI plcIMI.LSE | 7.3% | 2.09% | -0.39% | 0.48% | 2.09% | 24.32% | 7.29% | 71.48% | 33.14% | 80.30% | 100.53% | $9.84B |
L3Harris Technologies, Inc.LHX | 7.3% | -0.76% | -4.32% | -11.75% | -3.73% | -21.82% | -37.04% | 8.31% | -22.49% | -2.22% | 15.43% | $44.06B |
Caterpillar Inc.CAT | 6.5% | 2.31% | 4.29% | 6.36% | 1.97% | 47.09% | 13.44% | 153.97% | 71.77% | 119.63% | 369.97% | $389.43B |
Cummins Inc.CMI | 6.5% | 2.19% | 0.44% | -4.08% | 2.21% | 3.53% | -9.49% | 65.15% | 22.16% | 62.19% | 152.22% | $72.90B |
Emerson Electric Co.EMR | 6.5% | 1.94% | 5.02% | 8.70% | 2.12% | 22.01% | 7.42% | 46.40% | 21.71% | 49.89% | 84.59% | $90.52B |
Velo3D, Inc.VELO | 6.5% | 6.97% | -2.04% | -2.88% | 7.78% | -17.87% | 10.85% | 88.08% | 190.10% | -0.44% | -99.73% | $333.8M |
Kongsberg Maritime ASAKMAR.OL | 4.8% | 0.19% | -5.27% | 7.94% | 0.19% | 0.27% | -5.36% | 3.50% | -0.73% | 5.62% | -13.99% | $5.64B |
| Theme return | — | 1.94% | -1.50% | -1.46% | 1.90% | 17.43% | -2.39% | 81.18% | 38.22% | 87.34% | 124.22% | — |
| Average | 7.1% | 1.95% | -1.43% | -1.82% | 1.24% | 9.39% | -6.77% | 56.00% | 30.28% | 53.80% | 141.89% | $69.19B |
| Median | 7.3% | 1.90% | -1.27% | -2.64% | 1.90% | 7.44% | -5.92% | 54.36% | 21.94% | 46.44% | 92.56% | $33.19B |
| Std Dev | 1.0% | 1.66% | 4.10% | 6.87% | 2.71% | 20.12% | 14.66% | 38.45% | 50.32% | 44.12% | 179.20% | $101.22B |
| Min | 4.8% | -0.76% | -11.34% | -14.28% | -3.73% | -21.82% | -37.04% | 3.50% | -23.17% | -2.22% | -99.73% | $333.8M |
| Max | 8.9% | 6.97% | 5.02% | 8.70% | 7.78% | 47.09% | 13.44% | 153.97% | 190.10% | 130.04% | 621.52% | $389.43B |
| % Positive Tickers | 92.86% | 35.71% | 42.86% | 78.57% | 78.57% | 35.71% | 100.00% | 71.43% | 85.71% | 78.57% |