TDG-3.82%11.5%
MOG-A+110.91%10.7%
HONA+1.82%9.5%
RBC+41.49%9.1%
APH+57.30%7.4%
ARXS+53.81%6.7%
HWM+60.10%6.6%
TEL+8.96%6.6%
RDW-21.75%4.9%
SPCX-32.73%4.9%
ELMT-11.75%3.8%
CW+46.94%3.3%
MDA.TO+0.94%3.3%
RKLB+69.66%3.3%
TRS+15.40%3.3%
ENS+108.86%1.6%
MOB+61.03%1.6%
QRVO+13.14%1.6%
As of Aug 6, 2026, 4:25 AM ET
Space Supply Chain '26: Space & Satellite Components & Subsystems Constituents
TransDigm Group IncorporatedTDG | 11.5% | -1.60% | 1.46% | -6.79% | 0.03% | -5.65% | -3.69% | -3.71% | -3.82% | $70.18B |
Moog Inc.MOG-A | 10.7% | -0.05% | -0.38% | -3.74% | 4.80% | 67.76% | 21.08% | 132.79% | 110.91% | $12.94B |
Honeywell Aerospace IncHONA | 9.5% | -5.93% | -0.21% | -14.33% | -1.50% | 1.82% | 1.82% | 1.82% | 1.82% | $64.54B |
RBC Bearings IncorporatedRBC | 9.1% | 1.10% | -3.85% | -6.14% | 3.78% | 27.59% | -0.65% | 69.79% | 41.49% | $18.10B |
Amphenol CorporationAPH | 7.4% | 0.53% | 12.82% | 3.26% | 7.18% | 27.45% | 17.92% | 153.67% | 57.30% | $211.89B |
Arxis, Inc. Class A Common StockARXS | 6.7% | 2.67% | 40.57% | 27.73% | 9.76% | 53.81% | 53.81% | 53.81% | 53.81% | $2.41B |
Howmet Aerospace Inc.HWM | 6.6% | 1.07% | 0.70% | 4.81% | 3.20% | 42.07% | 10.95% | 117.67% | 60.10% | $116.60B |
TE Connectivity plcTEL | 6.6% | 0.56% | 7.41% | 8.90% | 5.97% | -4.19% | -5.29% | 53.19% | 8.96% | $63.64B |
Redwire CorpRDW | 4.9% | 0.85% | 23.36% | -5.63% | 24.36% | 41.05% | 18.19% | 16.40% | -21.75% | $2.56B |
Space Exploration Technologies Corp.SPCX | 4.9% | -13.61% | -5.91% | -32.51% | -0.09% | -32.73% | -32.73% | -32.73% | -32.73% | $1.42T |
Elmet Group Co.ELMT | 3.8% | 0.03% | 10.91% | -9.48% | 13.62% | -11.75% | -11.75% | -11.75% | -11.75% | $473.8M |
Curtiss-Wright CorporationCW | 3.3% | -1.18% | -0.24% | -5.60% | 3.37% | 35.76% | 6.87% | 129.74% | 46.94% | $27.65B |
MDA Ltd.MDA.TO | 3.3% | -1.19% | 14.55% | -19.26% | 12.07% | 74.82% | 17.05% | 74.74% | 0.94% | $4.71B |
Rocket Lab USA, Inc.RKLB | 3.3% | 0.46% | 17.07% | -19.63% | 15.20% | 7.25% | 8.28% | 286.87% | 69.66% | $43.31B |
TriMas CorporationTRS | 3.3% | 0.99% | 2.20% | -1.02% | 2.45% | 15.52% | 4.68% | 74.45% | 15.40% | $1.46B |
EnerSysENS | 1.6% | -1.98% | -0.46% | -10.99% | 2.05% | 29.38% | 14.28% | 105.20% | 108.86% | $6.92B |
Mobilicom LtdMOB | 1.6% | 0.00% | 20.34% | 8.70% | 16.84% | -7.87% | 2.93% | 222.99% | 61.03% | $67.2M |
Qorvo, Inc.QRVO | 1.6% | 0.22% | 10.10% | 9.32% | 5.17% | 12.71% | 14.90% | 31.13% | 13.14% | $8.40B |
| Theme return | — | -1.01% | 6.86% | -3.62% | 5.36% | 26.91% | 11.79% | 74.67% | 37.22% | — |
| Average | 5.6% | -0.95% | 8.36% | -4.02% | 7.13% | 20.82% | 7.70% | 82.00% | 32.24% | $115.09B |
| Median | 4.9% | 0.13% | 4.81% | -5.61% | 4.98% | 21.49% | 7.57% | 72.12% | 28.45% | $15.52B |
| Std Dev | 3.0% | 3.54% | 11.42% | 13.22% | 6.69% | 28.06% | 16.93% | 81.02% | 40.77% | $319.79B |
| Min | 1.6% | -13.61% | -5.91% | -32.51% | -1.50% | -32.73% | -32.73% | -32.73% | -32.73% | $67.2M |
| Max | 11.5% | 2.67% | 40.57% | 27.73% | 24.36% | 74.82% | 53.81% | 286.87% | 110.91% | $1.42T |
| % Positive Tickers | 55.56% | 66.67% | 33.33% | 88.89% | 72.22% | 72.22% | 83.33% | 77.78% |
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About this theme
Space Supply Chain '26: Space & Satellite Components & Subsystems tracks 18 publicly listed stocks in this theme. Sample tickers: APH, ARXS, CW, ELMT, ENS, HONA, HWM, MDA.TO, MOB, MOG-A, QRVO, RBC, and 6 more. Use the table below for the full list.