Air-Traffic Resilience

Published Nov 13, 2026

Performance

This Tilt, 1Y−6.8%

Tilt 50014.2%

Against the Tilt 500−21.0%

1YThis Tilt −6.8%Tilt 500 +14.2%

Backtested since Nov 13, 2025. Not a track record. Data as of 11/12/2026. This product is a basket created by personnel of Agora Indexing Technologies LLC or its affiliates and is provided for informational purposes only. It is not a financial index, financial benchmark, or IOSCO-compliant product, and is not administered by Tilt Indices LLC. Product performance is shown for informational purposes only and does not constitute investment advice or a recommendation to buy or sell any security.

The Idea

Public research thesis: air-traffic resilience through government IT integration, cybersecurity services, operational software and secure network services. Provider-oriented research proxy, not an FAA-verified portfolio; unrelated names may remain. Requires thematic air-traffic modernization and air-traffic technology supplier exposure. Up to 30 companies ranked and sized by thematic relevance. No cyberattack attribution, new spending or incremental contract wins are assumed.

Composition

as of 2026-11-13

Government Cybersecurity Service ProvidersSecuring aviation systems can support continuity and protection of operational data.CACI · LMT · LDOS · PSN · VVX · VSAT · AMTM · MSI · LHX · HII +3+11.7%51%

Ticker	Company	Weight
CACI	CACI International, Inc.	5%
LMT	Lockheed Martin Corp.	5%
LDOS	Leidos Holdings, Inc.	4%
PSN	Parsons Corp.	4%
VVX	V2X, Inc.	4%
VSAT	ViaSat, Inc.	4%
AMTM	Amentum Holdings, Inc.	4%
MSI	Motorola Solutions, Inc.	4%
LHX	L3Harris Technologies, Inc.	4%
HII	Huntington Ingalls Industries, Inc.	4%
MRCY	Mercury Systems, Inc.	3%
RTX	RTX Corp.	3%
BA	The Boeing Co.	2%

Government Secure Network Service ProvidersSecure redundant networks can reduce communications disruption.NOC · CMTL · CSCO · GOGO · IRDM · ONDS · RBBN+4.5%26%

Ticker	Company	Weight
NOC	Northrop Grumman Corp.	5%
CMTL	Comtech Telecommunications Corp.	4%
CSCO	Cisco Systems, Inc.	4%
GOGO	Gogo, Inc.	3%
IRDM	Iridium Communications, Inc.	3%
ONDS	Ondas, Inc.	3%
RBBN	Ribbon Communications, Inc.	3%

Government Operational Software VendorsOperational software can improve monitoring and decision support.KTOS · AVAV · FEIM · BKTI · CW−7.6%16%
Ticker Company Weight
KTOS Kratos Defense & Security Solutions, Inc. 4%
AVAV AeroVironment, Inc. 4%
FEIM Frequency Electronics, Inc. 3%
BKTI BK Technologies Corp. 3%
CW Curtiss-Wright Corp. 3%
Government IT Systems IntegratorsIntegrating and replacing legacy operational IT can improve air-traffic resilience.GD · DRS+3.7%7%
Ticker Company Weight
GD General Dynamics Corp. 4%
DRS Leonardo DRS, Inc. 4%

Ticker	Company	Weight
KTOS	Kratos Defense & Security Solutions, Inc.	4%
AVAV	AeroVironment, Inc.	4%
FEIM	Frequency Electronics, Inc.	3%
BKTI	BK Technologies Corp.	3%
CW	Curtiss-Wright Corp.	3%

Ticker	Company	Weight
GD	General Dynamics Corp.	4%
DRS	Leonardo DRS, Inc.	4%

Versus Tilt 500

How the Tilt's holdings explain its performance relative to Tilt 500.

Not Held−0.4%Energy, Consumer discretionary, Health care, Financials, Consumer staples, Utilities, Materials
Remaining difference−14.9%The difference between the historical backtest and the breakdown based on current holdings.

Want to take this idea further?

Tilt Agent can explain the holdings and risks, help you remix this Tilt, or help you invest in this idea.

Related Tilts

Featured on

Composition

as of 2026-11-13

Ticker	Company	Weight
CACI	CACI International, Inc.	5%
LMT	Lockheed Martin Corp.	5%
LDOS	Leidos Holdings, Inc.	4%
PSN	Parsons Corp.	4%
VVX	V2X, Inc.	4%
VSAT	ViaSat, Inc.	4%
AMTM	Amentum Holdings, Inc.	4%
MSI	Motorola Solutions, Inc.	4%
LHX	L3Harris Technologies, Inc.	4%
HII	Huntington Ingalls Industries, Inc.	4%
MRCY	Mercury Systems, Inc.	3%
RTX	RTX Corp.	3%
BA	The Boeing Co.	2%

Government Secure Network Service ProvidersSecure redundant networks can reduce communications disruption.NOC · CMTL · CSCO · GOGO · IRDM · ONDS · RBBN+4.5%26%

Ticker	Company	Weight
NOC	Northrop Grumman Corp.	5%
CMTL	Comtech Telecommunications Corp.	4%
CSCO	Cisco Systems, Inc.	4%
GOGO	Gogo, Inc.	3%
IRDM	Iridium Communications, Inc.	3%
ONDS	Ondas, Inc.	3%
RBBN	Ribbon Communications, Inc.	3%

Government Operational Software VendorsOperational software can improve monitoring and decision support.KTOS · AVAV · FEIM · BKTI · CW−7.6%16%
Ticker Company Weight
KTOS Kratos Defense & Security Solutions, Inc. 4%
AVAV AeroVironment, Inc. 4%
FEIM Frequency Electronics, Inc. 3%
BKTI BK Technologies Corp. 3%
CW Curtiss-Wright Corp. 3%
Government IT Systems IntegratorsIntegrating and replacing legacy operational IT can improve air-traffic resilience.GD · DRS+3.7%7%
Ticker Company Weight
GD General Dynamics Corp. 4%
DRS Leonardo DRS, Inc. 4%