13FPulse

Space & Defense Tech

Emerging

As of 2026Q2 · Members: 12

Heat
-0.29
Historical Rank
71%
vs 3Y Avg
1.4×
Net change in funds
+423

8Q trend

Members (12)

Ticker Company Change this quarter
ASTS AST SPACEMOBILE INC +47
AVAV AEROVIRONMENT INC -9
BKSY BLACKSKY TECHNOLOGY INC +44
FEIM FREQUENCY ELECTRONICS INC +17
GILT Gilat Satellite Networks Ltd. -17
KTOS KRATOS DEFENSE & SECURITY -89
ONDS ONDAS INC +45
PL PLANET LABS PBC +55
RCAT RED CAT HOLDINGS INC +10
RKLB ROCKET LAB CORP +223
SATL SATELLOGIC INC-A +46
UMAC UNUSUAL MACHINES INC /US +51

Theme members v1.0 (2026-07), quarterly maintenance

← Theme Heat

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.