---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42528498.md"
description: "Defense names started pounding the table again. We saw the rotation came back to $ITA in the last couple of weeks. We just got a handle after the cup formation. - $ITA record high, +35% past year- $Lockheed Martin(LMT.US) $35.3B THAAD deal- $RTX(RTX.US) Tomahawk + air missile contracts- $Howmet Aerospace(HWM.US) $Northrop Grumman(NOC.US) all pushing the ETFFY27 Pentagon budget: $1.5T (+44%). Defense tech VC: $14.6B in 5 monthsMy favorite trades in the sector, - Sector ETF: $ITA- Long game: $Lockheed Martin(LMT.US) $RTX(RTX.US) $Northrop Grumman(NOC.US)- Growth: $Howmet Aerospace(HWM.US) $Heico(HEI.US) & $Kratos Defense & Security(KTOS.US)"
datetime: "2026-07-08T23:35:58.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42528498.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42528498.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42528498.md)
author: "[First Fellow](https://longbridge.com/en/profiles/27399941.md)"
---

# Defense names started pounding the table again. We…


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