May 7, 2026
Announcement
| AEROVIRONMENT INC |
| AIRO GROUP HOLDINGS INC |
| AKAMAI TECHNOLOGIES INC |
| ARCHER AVIATION INC |
| BIGBEAR.AI HOLDINGS INC |
| BLACKSKY TECHNOLOGY INC |
| C3AI INC |
| CACI INTERNATIONAL INC -CL A |
| CHECK POINT SOFTWARE TECH L ORD |
| CROWDSTRIKE HOLDINGS INC |
| DUCOMMUN INC |
| EHANG HOLDINGS LTD |
| FIREFLY AEROSPACE INC |
| FORTINET INC |
| GENERAL DYNAMICS CORP |
| GORILLA TECHNOLOGY GROUP INC |
| HUNTINGTON INGALLS INDUSTRIES |
| KARMAN HOLDINGS INC |
| KRATOS DEFENSE & SECURITY SOLUTIONS INC |
| L3HARRIS TECHNOLOGIES INC |
| LEIDOS HOLDINGS INC |
| LEONARDO DRS INC |
| LOAR HOLDINGS ORD |
| LOCKHEED MARTIN CORP |
| MERCURY SYSTEMS INC |
| MOOG INC-CLASS A |
| N-ABLE INC |
| NATIONAL PRESTO INDS INC |
| NETSKOPE INC |
| NORTHROP GRUMMAN CORP |
| OKTA INC |
| PALANTIR TECHNOLOGIES INC |
| PALO ALTO NETWORKS INC |
| PARK AEROSPACE CORP |
| PARSONS CORP |
| QUALYS INC |
| RADWARE LTD |
| RAPID7 INC |
| RED CAT HOLDINGS INC |
| REDWIRE CORP |
| ROCKET LAB CORPORATION |
| RUBRIK INC-A |
| SCIENCE APPLICATIONS INTERNATIONAL CORP |
| SENTINELONE INC |
| TELEDYNE TECHNOLOGIES INC |
| TELOS CORPORATION |
| TENABLE HOLDINGS INC |
| VOYAGER TECHNOLOGIES INC |
| YORK SPACE SYSTEMS INC |
| ZSCALER INC |
We work closely with our internal partners to deliver investment ideas that generate demonstrable value for our clients.