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Fiscal Spend '25: US Defense Modernization & Shipbuilding

9 tickers (manifest)

Group: Fiscal Spend

Fiscal Spend '25: US Defense Modernization & Shipbuilding tracks 9 publicly listed stocks in this theme: ASB.AU, FERG, HII, KTOS, MRCY, ONDS, OPXS, RDW, TIC. See the constituent table for details.

Chart (~1Y)

Constituents

Data as of · build 20260331T211629

TickerNameMarket capWeight
ASB.AUAustal Limited$1.39B11.1111
FERGFerguson plc$43.50B11.1111
HIIHuntington Ingalls Industries, Inc.$14.48B11.1111
KTOSKratos Defense & Security Solutions, Inc.$12.19B11.1111
MRCYMercury Systems, Inc.$4.19B11.1111
ONDSOndas Holdings Inc.$3.78B11.1111
OPXSOptex Systems Holdings, Inc$88.9M11.1111
RDWRedwire Corporation$1.27B11.1111
TICTIC Solutions, Inc.$1.48B11.1111

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