Thematic Basket Builder
Defense Technology
01
Investment Thesis
This basket targets "Defense Technology" through 20 publicly traded companies spanning 0 sectors (). The highest-weighted position is VEL3D (VEL3D) at 10.0% with an exposure score of 66.
The basket has an effective diversification (effective N) of 16.5. No significant risk warnings were triggered.
02
Theme Overview
Theme
Defense Technology
Time Horizon
secular (5-10 yr)
Geographic focus: US, NATO allies
03
Holdings
| Ticker | Company | Weight |
|---|---|---|
| LMT | LMT | 2.4% |
| AVAV | AVAV | 6.0% |
| KTOS | KTOS | 2.4% |
| RCAT | RCAT | 5.9% |
| NOC | NOC | 2.2% |
| VWAV | VWAV | 5.9% |
| YSS | YSS | 9.4% |
| ONDS | ONDS | 5.1% |
| BBAI | BBAI | 5.2% |
| LHX | LHX | 1.9% |
| VEL3D | VEL3D | 10.0% |
| SAIC | SAIC | 4.8% |
| RKLB | RKLB | 3.4% |
| PLTR | Palantir Technologies | 4.4% |
| RDW | RDW | 6.7% |
| DPRO | DPRO | 3.9% |
| PL | PL | 6.6% |
| PSN | PSN | 4.0% |
| RTX | RTX | 1.8% |
| BAESY | BAESY | 8.0% |
04
Portfolio Analytics
Portfolio Beta
0.2
Effective N
16.4
Sub-Theme Overlap
24%
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