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 · 4
TransDigm Group IncorporatedTDG
Market cap$70B
Conviction5 / 5
Aerospace componentsDefense primes
Read profileLoar Holdings Inc.LOAR
Market cap$6.0B
Conviction4 / 5
Aerospace components
Read profileTextron Inc.TXT
Market cap$16B
Conviction4 / 5
Defense primesAerospace components
Read profileKarman Holdings Inc.KRMN
Market cap$7.6B
Conviction3 / 5
HypersonicsAerospace components
Read profile