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15 handpicked stocks

Wartime Money

This carefully selected group of stocks focuses on the companies building modern defense systems, from aircraft to cybersecurity. These stocks are handpicked by our professional analysts based on their stable government contracts and potential to perform well during periods of global tension.

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Han Tan | Market Analyst

Updated 1 day ago | Published at June 17

Top Picks from This Group

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

LMT

Lockheed Martin Corporation

LMT

Current price

$437.56

A primary global defense contractor producing iconic military aircraft, missiles, and defense systems.

NOC

Northrop Grumman Corporation

NOC

Current price

$583.96

A leading defense technology company developing and producing military aircraft, deterrent systems, and space-based assets.

RTX

RTX Corp

RTX

Current price

$154.09

A key provider of advanced defense systems, including threat detection, tracking, and mitigation capabilities.

About This Group of Stocks

1

Our Expert Thinking

These companies benefit from consistent government spending on national security, which tends to remain stable or increase during uncertain times. Defense and security contracts often span many years, providing predictable revenue streams that can weather economic downturns.

2

What You Need to Know

This group includes both established defense contractors with long-term government relationships and innovative specialists in emerging areas like cybersecurity and unmanned systems. Global tensions and expanding defense budgets worldwide serve as ongoing catalysts for growth.

3

Why These Stocks

We've selected industry leaders with significant government contracts, technological advantages, and strategic positioning in critical defense sectors. These companies provide essential national security tools and may offer portfolio diversification as they often move independently of broader market trends.

Group Performance Snapshot

14 of 15

Stocks Rated Buy by Analysts

14 of 15 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

🛡️

Recession-Resistant Revenue

Defense contractors often thrive on long-term government contracts that continue regardless of economic conditions, potentially offering stability when other sectors struggle.

🌍

Global Tensions = Growth Catalyst

Rising international conflicts and security concerns are driving increased defense spending worldwide, creating a strong tailwind for companies in this group.

🔐

The Digital Battlefield Edge

Cybersecurity and digital defense stocks in this group are positioned at the frontier of modern warfare, where nations are rapidly expanding budgets to combat evolving threats.

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