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Depleted stockpiles are accelerating procurement, adding to defense tech earnings tailwinds from broader defense modernization.

Improving economics and accelerating commercialization are driving Space Tech innovation. ORBX offers targeted exposure to this theme.

The conflict in Iran is adding pressure to already tight defense stockpiles, which could accelerate procurement cycles and boost fundamentals.

Kevin Warsh’s nomination as the next Fed Chair rattled markets, but we believe simply labeling him an inflation hawk is too simplistic.

The Defense Tech theme enters 2026 on solid footing as rising military spending flows through to company fundamentals.