ITAiShares U.S. Aerospace & Defense ETF

Appears in these Strategy Maps

• Anduril

  Thematic fund22 conn

  Diversified U.S. aerospace & defense exposure including primes Anduril sells alongside.

  Evidence as of 2026-07-15

• BRINC

  Thematic fundDirection unclear7 conn

  Broad exposure to US aerospace and defense sector including unmanned systems manufacturers, defense electronics suppliers, and companies benefiting from defense modernization budgets.

  Evidence as of 2026-07-15

• Skydio

  Thematic fundDirection unclear4 conn

  Broad exposure to U.S. aerospace and defense industry including contractors that develop, integrate, or compete with autonomous UAV platforms in government and commercial markets.

  Evidence as of 2026-07-15

• Skydio

  Thematic fundDirection unclear8 conn

  Defense industry ecosystem including emerging drone and autonomous systems contractors competing for DoD and homeland security procurement.

  Evidence as of 2026-07-15

• Skydio

  Possible disruption beneficiaryPrice could rise9 conn

  Large defense prime contractors and aerospace companies benefiting from DoD unmanned systems procurement budgets and NDAA restrictions favoring domestic drone manufacturers.

  Evidence as of 2026-07-15

• BRINC

  Thematic fundDirection unclear7 conn

  Broad exposure to US aerospace and defense sector including unmanned systems manufacturers, defense electronics suppliers, and companies benefiting from defense modernization budgets.

  Evidence as of 2026-07-15

• Navier

  Thematic fundDirection unclear14 conn

  Exposure to aerospace-grade materials suppliers and defense contractors including companies that produce carbon fiber composites and serve U.S. Navy procurement programs.

  Evidence as of 2025-11-06

• Blue Origin

  ETF holding overlapPrice could riseEvidence aging7 conn

  Market-cap weighted exposure to major aerospace and defense contractors including Blue Origin's BE-4 engine customer United Launch Alliance's parent companies and potential Orbital Reef partners.

  Evidence as of 2024-02-20

• Shield AI

  Similar business modelDirection unclearEvidence aging7 conn

  Exposure to U.S. Defense prime contractors and aerospace manufacturers that share DoD procurement cycles, budget sensitivity, and allied military sales channels with Shield AI.

  Evidence as of 2025-01-15

• Zipline

  SupplierDirection unclearInferred5 conn

  Exposure to aerospace component manufacturers and avionics suppliers that produce flight control systems, composite materials, and propulsion components used in commercial drone manufacturing supply chains.

  Evidence as of 2026-07-20

• Helsing

  Thematic fundPrice could riseEvidence aging5 conn

  Broad exposure to defense budget trends and military modernization spending cycles that drive government procurement of AI capabilities; includes traditional primes that may partner with or compete against Helsing.

  Evidence as of 2024-12-31