Defence stocks seem to be slowing down quite a bit.

I believe that European companies like $BA. (-9,05%) BAE Systems and, for example, $LDO (-14,89%) Leonardo or $HO (-7,85%) Thales are broadly positioned. They could be interesting for the areas of defence, space tech, drones, propulsion technology and cyber security.

Where do you see European and non-European defence stocks heading in the near future?

$ITA (-7,85%)
$BA. (-9,05%)
$BA (-8,12%)
$LHX (-3%)
$NOC (-5,33%)
$RR. (-15,21%)
$LMT (-3,69%)
$RHM (-10,98%)
$HAG (-12,95%)
$QQ. (-4,74%)

Which companies do you think have the most growth potential?