ADT-10.26%7.7%
ASSA-B.ST+14.39%7.7%
AXON-29.43%7.7%
BCO+15.77%7.7%
BYRN-77.74%7.7%
DOKA.SW-92.11%7.7%
JCI+46.79%7.7%
MSI-0.90%7.7%
NSSC+37.72%7.7%
REZI-8.06%7.7%
SECU-B.ST+3.64%7.7%
SWBI+85.03%7.7%
WSTL+86.04%7.7%
As of Aug 6, 2026, 4:25 AM ET
Shrinkage Long '25: Physical Security Constituents
ADT Inc.ADT | 7.7% | -1.79% | 9.37% | 14.07% | 0.79% | -4.58% | -3.99% | -7.50% | -10.26% | $6.16B |
ASSA ABLOY AB (publ)ASSA-B.ST | 7.7% | 0.47% | 7.33% | 8.12% | 3.26% | -1.78% | -10.39% | 27.67% | 14.39% | $42.85B |
Axon Enterprise, Inc.AXON | 7.7% | 0.38% | 21.33% | -2.07% | 15.49% | 7.32% | 12.37% | 9.15% | -29.43% | $49.13B |
Byrna Technologies Inc.BYRN | 7.7% | -1.48% | 31.92% | -34.04% | 2.64% | -72.19% | -63.46% | -72.77% | -77.74% | $106.0M |
dormakaba Holding AGDOKA.SW | 7.7% | 0.98% | 10.49% | 8.92% | 5.67% | -6.40% | 1.65% | -89.89% | -92.11% | $3.17B |
Johnson Controls International plcJCI | 7.7% | 0.02% | 7.17% | 7.66% | 4.77% | 28.31% | 6.48% | 85.43% | 46.79% | $93.07B |
Motorola Solutions, Inc.MSI | 7.7% | -1.06% | 4.86% | 3.62% | 0.55% | 14.30% | -9.15% | 0.26% | -0.90% | $72.73B |
Napco Security Technologies, Inc.NSSC | 7.7% | 0.30% | 12.87% | 2.96% | 8.79% | -2.92% | -13.15% | 78.91% | 37.72% | $1.44B |
Resideo Technologies, Inc.REZI | 7.7% | 0.27% | -24.03% | -18.23% | -23.50% | -25.28% | -32.20% | 40.92% | -8.06% | $3.97B |
Securitas AB (publ)SECU-B.ST | 7.7% | -1.29% | 3.06% | -5.46% | -0.71% | -0.22% | -10.41% | 13.72% | 3.64% | $9.20B |
Smith & Wesson Brands, Inc.SWBI | 7.7% | -1.74% | 0.48% | -4.23% | 1.10% | 49.04% | 23.61% | 54.84% | 85.03% | $657.9M |
The Brink's CompanyBCO | 7.7% | -1.86% | -5.09% | 10.74% | -2.25% | -0.81% | -0.84% | 28.33% | 15.77% | $4.77B |
Westell Technologies, Inc.WSTL | 7.7% | 3.60% | 3.24% | 6.23% | 4.56% | 23.61% | 46.60% | 272.08% | 86.04% | $74.6M |
| Theme return | — | -0.25% | 6.38% | 1.48% | 1.62% | 0.59% | -3.82% | 32.02% | 6.17% | — |
| Average | 7.7% | -0.25% | 6.38% | -0.13% | 1.63% | 0.65% | -4.07% | 33.93% | 5.45% | $22.10B |
| Median | 7.7% | 0.02% | 7.17% | 3.62% | 2.64% | -0.81% | -3.99% | 27.67% | 3.64% | $4.77B |
| Std Dev | 0.0% | 1.48% | 12.59% | 12.77% | 8.49% | 27.65% | 25.21% | 84.37% | 51.06% | $30.41B |
| Min | 7.7% | -1.86% | -24.03% | -34.04% | -23.50% | -72.19% | -63.46% | -89.89% | -92.11% | $74.6M |
| Max | 7.7% | 3.60% | 31.92% | 14.07% | 15.49% | 49.04% | 46.60% | 272.08% | 86.04% | $93.07B |
| % Positive Tickers | 53.85% | 84.62% | 61.54% | 76.92% | 38.46% | 38.46% | 76.92% | 53.85% |
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About this theme
Shrinkage Long '25: Physical Security tracks 13 publicly listed stocks in this theme. Sample tickers: ADT, ASSA-B.ST, AXON, BCO, BYRN, DOKA.SW, JCI, MSI, NSSC, REZI, SECU-B.ST, SWBI, and 1 more. Use the table below for the full list.