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16 handpicked stocks

Poland's Artillery Ambition

Poland is investing $663 million to dramatically increase production of artillery shells, creating ripple effects across the defense industry. These carefully selected stocks represent companies throughout the supply chain poised to benefit from this strategic shift in defense spending.

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Author avatar

Han Tan | Market Analyst

Updated 1 day ago | Published at July 1

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

GD

General Dynamics Corporation

GD

Current price

$313.69

A leading U.S. producer of 155mm artillery shells and other munitions, directly benefiting from increased NATO-wide demand for these specific munition...

A leading U.S. producer of 155mm artillery shells and other munitions, directly benefiting from increased NATO-wide demand for these specific munitions.

RTX

RTX Corp

RTX

Current price

$154.09

Major producer of advanced munitions, guidance systems, and sensor technologies that are integrated into modern artillery systems.

NOC

Northrop Grumman Corporation

NOC

Current price

$583.96

Produces advanced ammunition, including precision-guided munitions and components, and will benefit from the overall increase in defense spending.

About This Group of Stocks

1

Our Expert Thinking

Poland's massive investment to quintuple artillery shell production signals a broader NATO rearmament trend in response to the Ukraine conflict. This creates long-term growth opportunities across the defense supply chain, from major contractors to specialized component manufacturers.

2

What You Need to Know

This collection offers exposure to a specific geopolitical trend reshaping defense priorities. The stocks represent the full artillery supply chain – from raw materials and components to complete systems and targeting technologies – spanning both European and US markets.

3

Why These Stocks

These companies were selected for their direct connection to artillery production and the broader defense modernization cycle. They include prime contractors producing complete systems, specialized manufacturers of key components, and suppliers of critical materials needed for increased production.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+4.90%

Group Performance Snapshot

4.9%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 4.9% over the next year.

10 of 12

Stocks Rated Buy by Analysts

10 of 12 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🛡️

Defense Budgets Are Booming

NATO countries are rapidly increasing military spending after years of underinvestment. Poland's $663 million artillery initiative is just one example of this larger, long-term trend.

🏭

Supply Chain Shortages Create Opportunity

The defense industry is scrambling to increase production capacity after decades of consolidation. Companies that can deliver critical components and materials are positioned for significant growth.

🌍

This Goes Beyond Poland

This investment theme captures the ripple effects across Europe and the US as allies coordinate to strengthen NATO's eastern flank. The artillery focus offers unique exposure to a specific, high-demand segment.

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