LUNR+33.24%16.5%
LMT+32.76%13.6%
BA+6.73%10.7%
BWXT-5.98%10.7%
MDA.TO+0.94%9.7%
RDW-21.75%9.7%
NOK+132.08%7.8%
HONA+1.82%6.8%
AMTM-9.09%3.9%
TRS+15.40%3.9%
VELO+103.68%3.9%
TER+271.27%2.9%
As of Aug 6, 2026, 4:25 AM ET
Space Supply Chain '26: Lunar Infrastructure Constituents
Intuitive Machines, Inc.LUNR | 16.5% | 0.21% | 8.28% | -25.94% | 13.37% | -13.80% | -15.11% | 68.45% | 33.24% | $2.23B |
Lockheed Martin CorporationLMT | 13.6% | -2.01% | -0.91% | 7.30% | -0.93% | 19.36% | -11.81% | 27.48% | 32.76% | $133.30B |
BWX Technologies, Inc.BWXT | 10.7% | -2.39% | -3.58% | -14.53% | -0.25% | -2.50% | -18.19% | 66.22% | -5.98% | $15.42B |
The Boeing CompanyBA | 10.7% | 1.28% | 14.64% | 2.41% | 11.13% | 10.63% | 5.56% | 42.50% | 6.73% | $189.84B |
MDA Ltd.MDA.TO | 9.7% | -1.19% | 14.55% | -19.26% | 12.07% | 74.82% | 17.05% | 74.74% | 0.94% | $4.71B |
Redwire CorpRDW | 9.7% | 0.85% | 23.36% | -5.63% | 24.36% | 41.05% | 18.19% | 16.40% | -21.75% | $2.56B |
Nokia OyjNOK | 7.8% | -3.71% | 5.07% | -23.57% | 4.61% | 47.78% | 23.85% | 78.72% | 132.08% | $51.74B |
Honeywell Aerospace IncHONA | 6.8% | -5.93% | -0.21% | -14.33% | -1.50% | 1.82% | 1.82% | 1.82% | 1.82% | $64.54B |
Amentum Holdings, Inc.AMTM | 3.9% | -3.07% | 3.77% | 5.17% | 5.41% | -19.31% | -21.66% | 18.72% | -9.09% | $5.71B |
TriMas CorporationTRS | 3.9% | 0.99% | 2.20% | -1.02% | 2.45% | 15.52% | 4.68% | 74.45% | 15.40% | $1.46B |
Velo3D, Inc.VELO | 3.9% | -7.01% | 31.64% | -15.19% | 25.67% | -7.35% | 25.05% | 112.17% | 103.68% | $246.9M |
Teradyne, Inc.TER | 2.9% | -3.51% | 11.28% | 2.60% | 5.90% | 101.17% | 21.67% | 365.67% | 271.27% | $60.96B |
| Theme return | — | -1.54% | 8.27% | -9.86% | 8.36% | 31.92% | 9.72% | 101.02% | 49.16% | — |
| Average | 8.3% | -2.12% | 9.17% | -8.50% | 8.52% | 22.43% | 4.26% | 78.95% | 46.76% | $44.39B |
| Median | 8.7% | -2.20% | 6.68% | -9.98% | 5.66% | 13.08% | 5.12% | 67.34% | 11.07% | $10.56B |
| Std Dev | 4.1% | 2.59% | 10.07% | 11.20% | 8.77% | 35.49% | 16.57% | 91.78% | 80.93% | $58.47B |
| Min | 2.9% | -7.01% | -3.58% | -25.94% | -1.50% | -19.31% | -21.66% | 1.82% | -21.75% | $246.9M |
| Max | 16.5% | 1.28% | 31.64% | 7.30% | 25.67% | 101.17% | 25.05% | 365.67% | 271.27% | $189.84B |
| % Positive Tickers | 33.33% | 75.00% | 33.33% | 75.00% | 66.67% | 66.67% | 100.00% | 75.00% |
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About this theme
Space Supply Chain '26: Lunar Infrastructure tracks 12 publicly listed stocks in this theme: AMTM, BA, BWXT, HONA, LMT, LUNR, MDA.TO, NOK, RDW, TER, TRS, VELO. See the constituent table for details.