Advanced Aerospace Space, Defense & Aviation Thematic

The Advanced Aerospace portfolio invests in companies driving fundamental transformation across aviation, defense, and space sectors. Holdings are selected based on their leadership in different sub themes, eg: Electric Aviation, Defense Drones, Unmanned Systems, Satellite Technology, and Space Exploration. By focusing on firms developing next-generation propulsion systems, autonomous aerial platforms, miniaturized satellites, and commercial space capabilities, this portfolio seeks to capture value from innovations that are redefining what's possible from regional flight to deep space. The result is a curated collection of companies positioned at the intersection of aerospace engineering, advanced materials, and digital technologies, working to make flight cleaner, safer, more autonomous, and accessible at scales previously unimaginable.

Interactive Advisors continues its legacy of innovation in online investing with the launch of five new Thematic Portfolios, each designed to capture the transformative potential of disruptive technologies and business models reshaping global markets. Managed by Interactive Advisors' Chief Investment Officer and Investment Management team, these portfolios provide targeted exposure to companies at the forefront of technological and societal change. The Thematic Investing approach focuses on identifying and investing in companies driving fundamental shifts across industries—from the electrification of transportation and the commercialization of space, to the artificial intelligence revolution and the global transition to sustainable energy. Each portfolio is constructed using a systematic, rules-based methodology that targets companies leading innovation within specific disruptive themes, offering investors the opportunity to participate in long-term structural trends while aligning their capital with the innovations shaping our collective future. Get invested STEP 1 Fill out the application It's easy and only takes a few minutes. STEP 2 Explore our portfolios Or choose one based on your preferences STEP 3 Make your 1 st investment Our technology ensures it is suited for you Sign up today! Disclosures Past performance is no guarantee of future results, and all investments, including those in this portfolio, involve the risk of loss, including loss of principal and a reduction in earnings. This portfolio was launched on Interactive Advisors on June 11, 2026. On that date, Interactive Advisors started trading its own funds in a brokerage account trading this strategy. This portfolio was opened to client investments on May 13, 2026. All performance information on this page is actual performance of the Interactive Advisors proprietary account and presented “net of fees”. The actual performance chart is provided for informational purposes only, and should not be used as the basis for making an investment decision. Actual client returns will differ . Additional information on the risks, conflicts of interest, applicable brokerage commissions, fractional shares, and limitations on investments and divestments associated with this portfolio can be found here and on the Forms and Agreements page.

Aggressive capital growth with significantly higher risk than broad equity market. Investing in equities and concentrated portfolios and prepared to take substantial risk to achieve investment goals.

Long-term technology believers: If you're convinced that the future of transportation extends beyond roads and into increasingly autonomous, electric, and space-based systems, this portfolio aligns your capital with that vision. The aerospace sector operates on long development cycles—aircraft and satellite programs often span decades—so this investment suits those with patience for technologies that may take years to reach full commercial deployment. Concentrated innovation exposure: This portfolio applies focused thematic filters that result in holdings concentrated within aerospace, defense, and satellite sectors. Investors should be comfortable with higher sector concentration and potential volatility in exchange for targeted exposure to specific disruptive technologies rather than broad market diversification.

Research: The investment team employs a proprietary multi-factor framework to assess companies operating across aerospace and defense innovation themes. Evaluation criteria span technological development, commercial opportunity, and competitive positioning, with greater emphasis placed on innovation leadership. Sub-themes are scored and ranked to reflect their relative contribution to long-term structural growth within the sector. Companies demonstrating meaningful engagement across multiple dimensions of the aerospace value chain are given additional consideration in the selection process. Approach: The portfolio follows a systematic, rules-based construction process that begins with sub-theme weighting. Each of the aerospace sub-themes is scored and normalized so their weights sum to 100%. Within each sub-theme, eligible stocks are ranked by both their thematic relevance and market capitalization, then assigned scores that combine thematic rank and market cap rank. Final portfolio weights are calculated by multiplying each stock's within-sub-theme weight by its sub-theme's overall portfolio weight. The portfolio is rebalanced quarterly to reflect updated rankings and market conditions. Allocation discipline: Holdings are selected from companies with direct operational exposure to one or more aerospace-related themes. The portfolio is constructed to maintain broad representation across identified sub-themes, with position sizing reflecting both thematic relevance and company fundamentals. Concentration limits are applied at the individual security level to ensure the portfolio retains meaningful diversification across its holdings. The resulting portfolio will typically exhibit higher exposure to aerospace, defense, and space-related industries relative to broad market benchmarks. Sell discipline: Sell decisions follow a quarterly rebalance schedule. At each cycle, all stocks are re-ranked based on updated thematic scores and market capitalizations. Positions that fall below the 1% minimum weight threshold after rebalancing are removed, while stocks that no longer rank among the top holdings within their sub-theme may see reduced allocations or elimination. This systematic process ensures the portfolio continuously reflects the most current assessment of which companies are leading aerospace innovation. Exceptions: Stocks involved in corporate actions, such as mergers or acquisitions, may be sold or adjusted outside the regular rebalance cycle.

Multi-domain innovation exposure: This portfolio spans the full spectrum of aerospace disruption, from electric propulsion systems transforming regional aviation, to autonomous drones reshaping military and commercial operations, to satellite constellations democratizing access to space-based services. Your investment supports companies tackling fundamental technical challenges across air and space domains. Commercial space revolution: Dramatic reductions in launch costs and satellite miniaturization are opening entirely new markets—from space tourism and off-world manufacturing to global internet coverage and Earth observation services. The portfolio targets companies capitalizing on this transition from government-dominated space programs to commercially viable space economies. Systematic thematic weighting: A quantitative algorithm evaluates each sub-theme using technical innovation scores, economic impact assessments, and market structure analysis. Sub-themes demonstrating the strongest disruptive potential receive higher allocations, while individual stocks are weighted based on both their thematic leadership and market capitalization, ensuring the portfolio tilts toward companies with proven scale and innovation credentials.