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Defense & National Security

Modernization of defense capabilities and national security infrastructure across geopolitical powers.

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Active Themes

Military and commercial space assets, launch systems and satellite networks.

70.2% of companies showed increased active positions
Inflow ↑
Active institutional funds added a net $563.6 billion in Q2 2026, versus $13.2 billion in Q1 2026 — an inflow 4180% larger. 70.2% of companies in this theme saw increased active positions in Q2 2026.
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Next-generation weapons systems, defense electronics and military modernization.

60.4% of companies showed increased active positions
Inflow ↑
Active institutional funds added a net $8.4 billion in Q2 2026, versus $3.3 billion in Q1 2026 — an inflow 155% larger. 60.4% of companies in this theme saw increased active positions in Q2 2026.
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Unmanned aerial, ground and naval systems for defense applications.

64.3% of companies showed increased active positions
Inflow ↓
Active institutional funds added a net $622.9 million in Q2 2026, versus $913.3 million in Q1 2026. 64.3% of companies in this theme saw increased active positions in Q2 2026.
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Protection of digital infrastructure against state and non-state threats.

42.9% of companies showed decreased active positions
Outflow ↑
Active institutional funds cut a net $7.7 billion in Q2 2026, versus $46.4 billion in Q1 2026 — an outflow 84% smaller. 42.9% of companies in this theme saw decreased active positions in Q2 2026.
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