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Defence core
9 names · 2 held
Defence programs, drones, autonomy, and related industrial capacity.
| MRCY | Mercury Systems | +1.5% | Needs thesis check | investigate |
| TDY | Teledyne Technologies | +0.4% | Improving — research now | investigate |
| AVAV | AeroVironment | -2.7% | Falling fundamentals | investigate |
| CW | Curtiss-Wright Corporation | -5.7% | Falling fundamentals | investigate |
| LMT | Lockheed Martin | -7.2% | Correction candidate | investigate |
| NOC | Northrop Grumman | -9.6% | Needs thesis check | investigate |
| RTX | RTX | -9.8% | Improving — research now | investigate |
| GD | General Dynamics | -9.9% | Watch | investigate |
| KTOS | Kratos Defense | -13.2% | Correction candidate | investigate |