SPCX-32.73%20.5%
FLY-62.15%16.1%
RKLB+69.66%14.3%
AVIO.MI-12.01%13.4%
VOYG-1.92%10.7%
LUNR+33.24%7.1%
NOC-5.40%7.1%
MNTS-79.35%6.3%
9348.T-27.79%4.5%
As of Aug 6, 2026, 4:25 AM ET
Space Supply Chain '26: Space Launch & Orbital Logistics Constituents
Space Exploration Technologies Corp.SPCX | 20.5% | -13.61% | -5.91% | -32.51% | -0.09% | -32.73% | -32.73% | -32.73% | -32.73% | $1.42T |
Firefly Aerospace Inc.FLY | 16.1% | -2.10% | 16.00% | -18.43% | 12.35% | 2.10% | 18.53% | -62.15% | -62.15% | $3.75B |
Rocket Lab USA, Inc.RKLB | 14.3% | 0.46% | 17.07% | -19.63% | 15.20% | 7.25% | 8.28% | 286.87% | 69.66% | $43.31B |
Avio S.p.A.AVIO.MI | 13.4% | -1.55% | 10.24% | -6.01% | 7.33% | 4.15% | -13.93% | 92.42% | -12.01% | $922.1M |
Voyager Technologies, Inc.VOYG | 10.7% | 3.70% | 37.60% | 2.45% | 41.58% | 32.86% | 30.12% | 12.03% | -1.92% | $2.06B |
Intuitive Machines, Inc.LUNR | 7.1% | 0.21% | 8.28% | -25.94% | 13.37% | -13.80% | -15.11% | 68.45% | 33.24% | $2.23B |
Northrop Grumman CorporationNOC | 7.1% | 1.07% | 2.81% | 1.77% | 2.76% | -2.23% | -23.04% | 8.84% | -5.40% | $79.18B |
Momentus Inc.MNTS | 6.3% | -6.81% | -9.98% | -35.56% | 4.69% | -12.94% | -5.78% | -87.95% | -79.35% | $24.3M |
Ispace, Inc.9348.T | 4.5% | 2.18% | 7.20% | -2.76% | 4.20% | -5.80% | -31.60% | -44.53% | -27.79% | $328.6M |
| Theme return | — | -3.11% | 9.69% | -17.77% | 11.13% | 8.45% | 1.38% | 22.16% | -5.22% | — |
| Average | 11.1% | -1.83% | 9.26% | -15.18% | 11.27% | -2.35% | -7.25% | 26.81% | -13.16% | $171.95B |
| Median | 10.7% | 0.21% | 8.28% | -18.43% | 7.33% | -2.23% | -13.93% | 8.84% | -12.01% | $2.23B |
| Std Dev | 5.0% | 5.04% | 13.16% | 13.74% | 11.79% | 16.91% | 20.82% | 107.46% | 42.92% | $440.50B |
| Min | 4.5% | -13.61% | -9.98% | -35.56% | -0.09% | -32.73% | -32.73% | -87.95% | -79.35% | $24.3M |
| Max | 20.5% | 3.70% | 37.60% | 2.45% | 41.58% | 32.86% | 30.12% | 286.87% | 69.66% | $1.42T |
| % Positive Tickers | 55.56% | 77.78% | 22.22% | 88.89% | 44.44% | 33.33% | 55.56% | 22.22% |
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About this theme
Space Supply Chain '26: Space Launch & Orbital Logistics tracks 9 publicly listed stocks in this theme: 9348.T, AVIO.MI, FLY, LUNR, MNTS, NOC, RKLB, SPCX, VOYG. See the constituent table for details.