Industry deep-dive

Aerospace & Defense

Every super-investor and insider move tracked across 50 tickers in this industry.

Tickers

Combined value

$97.31B

Insider net (30d)

−$47.2M

Congress trades (30d)

Sector consensus moves

Latest portfolios · 2025Q4

Most bought

Tracked managers added or opened

Most sold

Tracked managers trimmed or exited

Top 12 super-investors · 2025Q4

#	Manager	Sector value	Positions	% of book	Top picks
1	T. Rowe Price	$20.77B	45	2.2%	GE HWM BA
2	Chris Hohn TCI Fund Mgmt	$14.63B	1	27.3%	GE
3	Norges Bank Norway SWF	$12.63B	24	1.4%	GE RTX HWM
4	Dodge & Cox	$8.49B	3	4.6%	RTX GE LMT
5	Wellington Management	$7.88B	26	1.4%	NOC GE LHX
6	Ken Fisher Fisher Asset Mgmt	$5.69B	21	1.9%	RTX BA HEI
7	AQR Capital Management	$4.62B	42	2.4%	GE GD LMT
8	Ken Griffin Citadel Advisors	$2.55B	50	1.7%	BA GE LMT
9	Baillie Gifford & Co	$2.50B	6	2.1%	RKLB AXON AVAV
10	D.E. Shaw & Co.	$2.34B	36	1.8%	LMT RKLB NOC
11	David Abrams Abrams Capital	$2.18B	1	38.4%	LOAR
12	Izzy Englander Millennium Mgmt	$2.06B	46	1.5%	BA HII HWM

#	Ticker	Company	Value
1	GE	GENERAL ELECTRIC CO	$33.44B
2	RTX	RAYTHEON TECHNOLOGIES CORP	$16.11B
3	BA	BOEING CO	$6.09B
4	HWM	HOWMET AEROSPACE INC	$6.02B
5	AXON	AXON ENTERPRISE INC	$3.72B
6	NOC	NORTHROP GRUMMAN CORP	$3.50B
7	LMT	LOCKHEED MARTIN CORP	$3.20B
8	TDG	TRANSDIGM GROUP INC	$2.91B
9	LHX	L3HARRIS TECHNOLOGIES INC	$2.89B
10	LOAR	LOAR HOLDINGS INC	$2.55B
11	RKLB	ROCKET LAB CORP	$2.51B
12	WWD	WOODWARD INC	$2.42B
13	GD	GENERAL DYNAMICS CORP	$1.59B
14	CW	CURTISS WRIGHT CORP	$1.18B
15	SARO	STANDARDAERO INC	$994.4M
16	TXT	TEXTRON INC	$975.8M
17	HII	HUNTINGTON INGALLS INDS INC	$723.0M
18	AVAV	AEROVIRONMENT INC	$709.7M
19	KTOS	KRATOS DEFENSE & SEC SOLUTIO	$684.4M
20	HXL	HEXCEL CORP NEW	$652.0M
21	HEI	HEICO CORP NEW	$630.6M
22	PL	PLANET LABS PBC	$435.8M
23	ACHR	ARCHER AVIATION INC	$381.8M
24	DRS	LEONARDO DRS INC	$374.3M