$AVAV I would also include it. $KTOS also has drones. Also $ESLT $KIT is a contract manufacturer for drones. You can find underwater drones at $PNG and $NORBT And Airbus is also in the business
@Tenbagger2024 I have a thought about this. Wouldn't it also make sense to look at companies that produce key technologies for drone production? And, which could also be an interesting approach. Companies that are active in defense. What do you think?
@Bidax You can do that, but then I would think of a few more companies. And if there isn't that much capital available for the ETF, the position could end up being very small. Another problem I see is that many defense stocks have already done very well. And their valuation is no longer favorable. That's why I don't know how much potential there still is here and whether there won't even be corrections in the near future.
@Tenbagger2024 That's right. The few I mentioned were just the tip of the iceberg. If you search properly, you'll find a lot. It was more of an idea than me actually looking at the companies in detail.
