North buys them for you.
Aerospace & Defense Hardware Primes
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The UK Budget 2026 funds a Defence Investment Plan, and NASA's nuclear-powered SR-1 Freedom spacecraft award shows defense, space and power hardware converging. Aerospace and defense names have sold off, and several sit well below their highs. This basket holds the engine, airframe and launch makers that supply that hardware.
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The UK Budget 2026 funds a Defence Investment Plan, and NASA's nuclear-powered SR-1 Freedom spacecraft award shows defense, space and power hardware converging. Aerospace and defense names have sold off, and several sit well below their highs. This basket holds the engine, airframe and launch makers that supply that hardware. Catalysts: - 2026-10-28 Kratos wins $33.6 million NASA power-conversion award for nuclear spacecraft (https://www.barchart.com/press-releases/8499109/kratos-receives-33-6-million-contract-to-provide-power-conversion-system-for-nasas-historic-sr-1-freedom-nuclear-powered-spacecraft) Launch basket (equal weight): BA, GE, RKLB, RTX, LMT, NOC, KTOS, HWM Rules: 1. No inverse, leveraged or volatility ETFs. 2. Only names tradable at the enrolled brokers (Moomoo): no OTC listings, no dead tickers, nothing on the refused list.
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