3 Fast-Growing Stocks Disrupting A Trillion-Dollar Industry

Jun. 29, 2025 8:30 AM ET, , , , , , , , , , 59 Comments

Summary

  • The U.S. defense industry is unmatched, backed by nearly $1 trillion in annual spending, supporting my long-standing investment in dividend-paying giants.
  • A new wave of disruptors is shaking things up, blending AI and autonomy to chase growth, but sky-high valuations demand caution and realism.
  • I prefer reliable incumbents, but I'm closely tracking promising innovators, because in this evolving battlefield, both camps may win big.
  • Looking for a helping hand in the market? Members of iREIT®+HOYA Capital get exclusive ideas and guidance to navigate any climate. Learn More »

US-Präsident George Washington Gesicht Porträt auf die USA-1 Dollar-Note. Makroaufnahme. Hintergrund des Geldes. George Washington Augen Makroaufnahme.

bigtunaonline/iStock via Getty Images

Introduction

A trillion dollars.

That's how much the United States spends on defense, according to numbers from the Peter G. Peterson Foundation.

In general, $997 billion (the exact number for the 2024 calendar year) is a lot of

Test Drive iREIT© on Alpha For FREE (for 2 Weeks)

Join iREIT on Alpha today to get the most in-depth research that includes REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives. 438 testimonials and most are 5 stars. Nothing to lose with our FREE 2-week trial.

And this offer includes a 2-Week FREE TRIAL plus Brad Thomas' FREE book.

This article was written by

43.16K Followers

Leo Nelissen is an analyst focusing on major economic developments related to supply chains, infrastructure, and commodities. He is a contributing author for iREIT®+HOYA Capital.

As a member of the iREIT®+HOYA Capital team, Leo aims to provide insightful analysis and actionable investment ideas, with a particular emphasis on dividend growth opportunities. Learn More.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of RTX, GE, LHX, NOC either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Recommended For You

Related Stocks

SymbolLast Price% Chg
PLTR--
Palantir Technologies Inc.
LMT--
Lockheed Martin Corporation
RTX--
RTX Corporation
LHX--
L3Harris Technologies, Inc.
BA--
The Boeing Company

Related Analysis