The Pentagon has designated $200B to be invested across U.S. companies over the next 3 years

Here are the industries targeted, along with the public companies that best fit the mold

Industrials

• Huntington Ingalls | $HII

• General Dynamics | $GD

• BWX Technologies | $BWXT

• AeroVironment | $AVAV

• Kratos Defense & Security Solutions | $KTOS

• RTX | $RTX

• Northrop Grumman | $NOC

• Velo3D | $VELO

• Stratasys | $SSYS

• Curtiss-Wright | $CW

• Teledyne Technologies | $TDY

Defense Technology

• Palantir | $PLTR

• Leidos | $LDOS

• L3Harris Technologies | $LHX

• CACI International | $CACI

• Parsons | $PSN

• KBR | $KBR

• V2X | $VVX

• Booz Allen Hamilton | $BAH

• Mercury Systems | $MRCY

• Unusual Machines | $UMAC

Telecom Infrastructure

• Viasat | $VSAT

• Iridium Communications | $IRDM

• AST SpaceMobile | $ASTS

• Rocket Lab | $RKLB

• Ciena | $CIEN

• Corning | $GLW

• BlackSky | $BKSY

Energy

• GE Vernova | $GEV

• Quanta Services | $PWR

• Constellation Energy | $CEG

• Eaton | $ETN

• Hubbell | $HUBB

• Powell Industries | $POWL

• Eos | $EOSE

• Oklo | $OKLO

• NuScale | $SMR

Global Logistics

• Matson | $MATX

• Amentum | $AMTM

• Huntington Ingalls | $HII

• GXO Logistics | $GXO

• Rocket Lab | $RKLB

Metals & Mining

• MP Materials | $MP

• Energy Fuels | $UUUU

• Freeport-McMoRan | $FCX

• Cleveland-Cliffs | $CLF

• Nucor | $NUE

• Century Aluminum | $CENX

• Taseko Mines | $TGB

• USA Rare Earth | $USAR

• Materion | $MTRN

• Ivanhoe Electric | $IE

• Centrus Energy | $LEU

• Perpetua Resources | $PPTA

• United States Antimony | $UAMY

• Almonty Industries | $ALM

• Lithium Americas | $LAC