Because of the concentration of the Aerospace & Defense sector, the number of holdings is unusually focused on 35 companies for iShares U.S. Aerospace & Defense ETF
Invesco Aerospace & Defense ETF
Poor performers of the Broad Industrials sector, the Aerospace & Defense funds have been catching up lost ground strongly since early November '20
Cybersecurity has become an integral part of national defense, involving the aerospace conglomerates alongside a broad array of specialized, often very large, firms
Cybersecurity platforms have established an industry no investor can ignore
Private equity firms such as Thoma Bravo have become significant players in the field and the Jan. '21 listing of a blank check company by the firm suggests further M&A initiatives
Thematic ETFs focused on the category offer diversification to individual investors