Theme
Aerospace components
High-margin components and subsystems for aerospace, space, and missiles.
Aerospace components are the high-margin parts and subsystems that aircraft, spacecraft, and missiles depend on. The theme favors specialized suppliers whose products are designed into long-lived platforms with recurring aftermarket demand.
Companies · 13
GE AerospaceGE
Market cap$367B
Conviction5 / 5
Aerospace componentsDefense primes
Read profileSafran S.A.SAF
Market cap$156B
Conviction5 / 5
Aerospace componentsDefense primes
Read profileTransDigm Group IncorporatedTDG
Market cap$69B
Conviction5 / 5
Aerospace componentsDefense primes
Read profileHEICO CorporationHEI
Market cap$19B
Conviction4 / 5
Aerospace componentsDefense primes
Read profileHowmet Aerospace Inc.HWM
Market cap$116B
Conviction4 / 5
Aerospace components
Read profileDassault Aviation SAAM
Market cap$26B
Conviction4 / 5
Defense primesAerospace components
Read profileCurtiss-Wright CorporationCW
Market cap$28B
Conviction4 / 5
Defense primesAerospace components
Read profileLoar Holdings Inc.LOAR
Market cap$6.6B
Conviction4 / 5
Aerospace components
Read profileMoog Inc.MOG.A
Market cap$12B
Conviction4 / 5
Industrial automationAerospace components
Read profileRolls-Royce Holdings plcRR
Market cap$156B
Conviction4 / 5
Aerospace componentsDefense primes
Read profileTextron Inc.TXT
Market cap$17B
Conviction4 / 5
Defense primesAerospace components
Read profileKarman Holdings Inc.KRMN
Market cap$6.3B
Conviction3 / 5
HypersonicsAerospace components
Read profileHadrian Automation, Inc.Private
Market cap—
Conviction3 / 5
Aerospace components
Read profile