Commercial fleet renewal
Multi-year investment theme · Current Ideas attach below · Not investment advice
Companies (23)
Market Leaders
Established Players
AeroVironment IncAVAV · Industrials87$7BKRATOS DEFENSE & SECURITY SOLUTIONS, INC.KTOS82$9BBWX Technologies, Inc.BWXT · Industrials71$18BLeidos Holdings, Inc.LDOS · Technology71$16BRocket Lab CorpRKLB · Industrials65$47BHUNTINGTON INGALLS INDUSTRIES, INC.HII · Industrials61$13BAXON ENTERPRISE, INC.AXON · Industrials54$46BTEXTRON INCTXT · Industrials54$16B
Emerging & Small-Cap
AAR CORPAIR · Industrials76Archer Aviation Inc.ACHR · Industrials61$4BFTAI Aviation Ltd.FTAI · Industrials59Firefly Aerospace Inc.FLY · Industrials58$4BMERCURY SYSTEMS INCMRCY · Technology51Sidus Space Inc.SIDU · Industrials49$45MVertical Aerospace Ltd.EVTL · Industrials$169MVSE CORPVSEC · Healthcare
Related Industries
Related & Connected
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Theme data derived from AlphaOS Knowledge Graph and ETF holdings analysis. Content is for research and education only — not investment advice.