Defense Stocks Watchlist: Drones, Electronics, Primes, and AI-Driven Contractors

𝗔 𝗟𝗶𝘀𝘁 𝗼𝗳 𝗗𝗲𝗳𝗲𝗻𝘀𝗲 𝗦𝘁𝗼𝗰𝗸𝘀:

𝗗𝗿𝗼𝗻𝗲𝘀: $Ondas Holdings Inc.(ONDS)$ $Red Cat Holdings Inc.(RCAT)$ $Draganfly Inc(DPRO)$ $Unusual Machines Inc(UMAC)$ $ParaZero Technologies Ltd(PRZO)$

𝗗𝗲𝗳𝗲𝗻𝘀𝗲 𝗘𝗹𝗲𝗰𝘁𝗿𝗼𝗻𝗶𝗰𝘀: $Karman Holdings (TCFIII SPACECO HOLDINGS LLC)(KRMN)$ $Elbit Systems Ltd(ESLT)$ $Mercury(MRCY)$ $Kratos Defense & Security Solutions(KTOS)$ $AeroVironment(AVAV)$ $Teledyne(TDY)$

𝗔𝗲𝗿𝗼𝘀𝗽𝗮𝗰𝗲 & 𝗗𝗲𝗳𝗲𝗻𝘀𝗲 𝗖𝗼𝗻𝗴𝗹𝗼𝗺𝗲𝗿𝗮𝘁𝗲𝘀: $Lockheed Martin(LMT)$ $Northrop Grumman(NOC)$ $RTX Corp(RTX)$ $General Dynamics Corp(GD)$ $L3Harris Technologies, Inc.(LHX)$ $Boeing(BA)$ $Leonardo DRS, Inc.(DRS)$

𝗗𝗲𝗳𝗲𝗻𝘀𝗲 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝗮𝗻𝗱 𝗜𝗧: $Palantir Technologies Inc.(PLTR)$ $Leidos(LDOS)$ $Booz Allen Hamilton(BAH)$ $Science Applications(SAIC)$ $Parsons Corp(PSN)$ $CACI International Inc(CACI)$ $BigBear.ai Holdings(BBAI)$

𝗖𝗼𝗺𝗽𝗼𝗻𝗲𝗻𝘁 𝗠𝗮𝗻𝘂𝗳𝗮𝗰𝘁𝘂𝗿𝗲𝗿𝘀: $AIRO Group Holdings(AIRO)$ $One Stop Systems(OSS)$ $Hexcel(HXL)$ $Howmet Aerospace Inc.(HWM)$ $TransDigm(TDG)$ $Curtiss-Wright(CW)$ $Heico(HEI)$ $Astronics(ATRO)$ $Textron(TXT)$ $Jacobs Engineering(J)$

𝗦𝗽𝗲𝗰𝗶𝗮𝗹𝗶𝘇𝗲𝗱 𝗗𝗲𝗳𝗲𝗻𝘀𝗲: $Axon Enterprise, Inc.(AXON)$ $BWX Technologies Inc(BWXT)$ $Oshkosh(OSK)$ $Huntington Ingalls(HII)$ $Oceaneering(OII)$ $Kraken Robotics Inc.(KRKNF)$

𝗔𝗲𝗿𝗼𝘀𝗽𝗮𝗰𝗲 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀: $AAR Corp(AIR)$ $Ducommun(DCO)$

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