Robotics and Space Technologies Variable Fund (RUT): Defense Industry Companies in Our Portfolio

Robotics and space technologies encompass many subcategories. Among them, technologies in the field of Defense and Security play a critical role in ensuring national and international security, enhancing the effectiveness of military operations, and strengthening civil defense. These technologies are vital across a broad spectrum, from border protection and counterterrorism to information security and emergency response.

Robotics and space technologies encompass many subcategories. Among them, technologies in the field of Defense and Security play a critical role in ensuring national and international security, enhancing the effectiveness of military operations, and strengthening civil defense. These technologies are vital across a broad spectrum, from border protection and counterterrorism to information security and emergency response.

Northrop Grumman – BV Portföy Robotics and Space Technologies Variable Fund (RUT) Portfolio Company

Northrop Grumman Corporation is an American aerospace and defense technology company and one of the world’s largest weapon manufacturers and military technology providers.

AREAS OF ACTIVITY, PRODUCTS & SERVICES:

• Aerospace Systems: Design and production of aircraft, autonomous systems, space vehicles, and missile defense systems.
• Mission Systems: Cybersecurity, C4ISR, radar, and sensor solutions.
• Defense Systems: Weapons systems, logistics, modernization, and sustainability services.
• Innovation Systems: Launch vehicles, propulsion systems, satellites.

KEY CUSTOMERS: Commercial aviation companies, international defense agencies, NASA, U.S. Department of Defense.

EXPECTED TRANSFORMATIVE INNOVATIONS:

• Development of advanced autonomous systems for military and space applications.
• Innovations in missile defense and cybersecurity technologies.
• Advancements in space exploration and satellite services.

Lockheed Martin – BV Portföy Robotics and Space Technologies Variable Fund (RUT) Portfolio Company

Lockheed Martin Corporation is an American aerospace, arms, defense, information security, and technology company operating worldwide. It was established in March 1995 through the merger of Lockheed Corporation and Martin Marietta.

AREAS OF ACTIVITY, PRODUCTS & SERVICES:

• Aerospace: Military aircraft, unmanned systems.
• Missiles and Fire Control: Missile defense systems, fire control systems.
• Rotary & Mission Systems: Helicopters, naval systems, radar systems, cybersecurity.
• Space: Satellites, launch vehicles, space exploration.

KEY CUSTOMERS: NASA, defense institutions, commercial aviation companies.

EXPECTED TRANSFORMATIVE INNOVATIONS:

• Development of hypersonic weapons and advanced missile defense systems.
• Autonomous systems and AI innovations for defense applications.

Aselsan – BV Portföy Robotics and Space Technologies Variable Fund (RUT) Portfolio Company

Aselsan is a Turkish defense contractor and electronics company that designs, develops, and produces advanced technology systems for military and civilian applications. It was founded in 1975 and is headquartered in Ankara, Turkey.

AREAS OF ACTIVITY, PRODUCTS & SERVICES:

• Defense Systems: Military communications, public safety technologies, guidance systems, electronic warfare, land and weapon systems.
• Space and Air Systems: Satellites, aerospace technologies, missile defense, avionics.
• Transportation, Healthcare & Energy: Traffic automation, medical devices, renewable energy solutions, power systems.

KEY CUSTOMERS: Governments, defense organizations, healthcare providers, transportation authorities.

EXPECTED TRANSFORMATIVE INNOVATIONS:

• Advanced unmanned systems for defense and surveillance.
• Innovations in electronic warfare and radar technologies.
• Use of AI and autonomous systems in defense applications.

L3Harris Technologies – BV Portföy Robotics and Space Technologies Variable Fund (RUT) Portfolio Company

L3Harris Technologies, Inc. is an American technology company, defense contractor, and IT services provider. It manufactures C6ISR systems and products, wireless equipment, tactical radios, avionics, and night-vision devices.

AREAS OF ACTIVITY, PRODUCTS & SERVICES:

• Communication Systems: Tactical radios, battlefield networks.
• Integrated Mission Systems: ISR systems, advanced electro-optics, naval sensors.
• Space & Air Systems: Payloads, avionics, electronic warfare.
• Aviation Systems: Air traffic management, commercial aviation, pilot training.

KEY CUSTOMERS: Space agencies, U.S. Department of Defense, NATO, international defense agencies, commercial airlines.

EXPECTED TRANSFORMATIVE INNOVATIONS:

• Development of advanced ISR and electronic warfare systems.
• AI-powered autonomous systems for defense and commercial use.
• Advancements in payload and satellite technologies.

Palantir Technologies – BV Portföy Robotics and Space Technologies Variable Fund (RUT) Portfolio Company

Palantir Technologies Inc. builds and distributes software platforms for the intelligence community, assisting with counterterrorism investigations and operations in the U.S., U.K., and globally.

AREAS OF ACTIVITY, PRODUCTS & SERVICES:

• Software Platforms: Palantir Gotham, Palantir Foundry, Palantir Apollo, Palantir Artificial Intelligence Platform (AIP).

KEY CUSTOMERS: Government agencies, military organizations, healthcare institutions, commercial enterprises.

EXPECTED TRANSFORMATIVE INNOVATIONS:

• Development of advanced AI and machine learning platforms.
• Innovations in big data analytics and integration.

Mitsubishi Heavy Industries – BV Portföy Robotics and Space Technologies Variable Fund (RUT) Portfolio Company

Mitsubishi Heavy Industries, Ltd. (MHI) is a Japanese multinational engineering, electrical equipment, and electronics company headquartered in Tokyo. Founded in 1884, it operates across industries such as energy, aerospace, defense, and machinery.

AREAS OF ACTIVITY, PRODUCTS & SERVICES:

• Defense: Fighter aircraft, ships, defense equipment.
• Aerospace: Aircraft and space systems.
• Machinery: Industrial machines, HVAC systems.
• Transportation: Shipbuilding, rail systems.
• Infrastructure: Construction and urban development.
• Energy: Power generation, nuclear energy, renewable energy.

KEY CUSTOMERS: Governments and major enterprises in energy, transportation, defense, aerospace, and manufacturing.

EXPECTED TRANSFORMATIVE INNOVATIONS:

• Advanced robotics for manufacturing automation.
• Innovations in aerospace and space systems.
• Renewable energy and carbon-neutral technologies.

Airbus SE – BV Portföy Robotics and Space Technologies Variable Fund (RUT) Portfolio Company

Airbus SE is a European multinational aerospace corporation. It designs, manufactures, and sells civil and military aerospace products, and provides space services.

AREAS OF ACTIVITY, PRODUCTS & SERVICES:

• Commercial Aircraft: Development and manufacturing of airliners.
• Defense & Space: Military aircraft, UAVs, launch vehicles, satellites.
• Helicopters: Civil and military rotorcraft solutions.

KEY CUSTOMERS: Commercial airlines, defense and military organizations, space agencies.

EXPECTED TRANSFORMATIVE INNOVATIONS:

• Development of hydrogen-powered aircraft.
• Innovations in urban air mobility and autonomous flight technologies.
• Advancements in satellite and space exploration services.

Investment Access

Investors can access the BV Portföy Robotics and Space Technologies Variable Fund (RUT), which invests in publicly traded global companies in robotics and space technologies, through TEFAS with the code RUT via all participating brokerage houses and banks’ websites and mobile applications, or directly by opening an account with BV Portföy. Contact: [email protected]