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LUX CAPITAL

The Lux Security + Tech Index

LUXST

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Index Performance

+7.84%
LUXST
+3.99%
SPY

Overview

Description

A spotlight on the companies improving American resiliency and safety. The Lux Security + Tech Index is designed to track the performance of companies that are primarily engaged and involved in the defense, security, and technology industries based on analysis of the products and services offered by those companies (including traditional aerospace & defense and cyber security companies).

  • TickerLUXST
  • Inception Date07/01/2022
  • WeightingEqual
  • # of holdings50
What's inside?

Holdings

All holdings as of December 12, 2025
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Planet Labs PBC (PL)10.30%$5.72B32.62%57.33%13.96
Rocket Lab USA, Inc. (RKLB)7.87%$30.51B47.97%34.03%44.85
Palantir Technologies, Inc. (PLTR)5.77%$437.53B62.79%82.45%118.81
ViaSat, Inc. (VSAT)4.14%$4.85B1.66%28.03%2.15
Kratos Defense & Security Solutions, Inc. (KTOS)3.93%$12.83B25.99%21.46%11.28
The Boeing Co. (BA)3.31%$160.04B30.44%-10.15%2.41
Cloudflare, Inc. (NET)3.09%$70.91B30.68%73.97%36.96
Mercury Systems, Inc. (MRCY)2.58%$4.48B10.16%23.37%5.24
CrowdStrike Holdings, Inc. (CRWD)2.21%$127.25B22.18%74.96%29.03
CyberArk Software Ltd. (CYBR)2.13%$23.36B42.79%74.25%18.51
ESCO Technologies, Inc. (ESE)2.12%$5.28B6.68%37.23%5.13
Curtiss-Wright Corp. (CW)2.11%$20.12B8.79%37.68%6.33
RTX Corp. (RTX)1.91%$239.54B11.89%20.38%3.07
Ducommun, Inc. (DCO)1.88%$1.41B5.53%26.57%2.01
Oshkosh Corp. (OSK)1.76%$8.38B-1.93%16.98%0.90
Zscaler, Inc. (ZS)1.75%$37.68B25.50%76.25%18.01
Fastly, Inc. (FSLY)1.74%$1.51B15.32%55.26%2.25
NetScout Systems, Inc. (NTCT)1.74%$1.98B14.60%73.82%1.63
Huntington Ingalls Industries, Inc. (HII)1.72%$12.83B16.11%12.34%1.16
VeriSign, Inc. (VRSN)1.68%$22.43B7.30%88.36%16.81
A10 Networks, Inc. (ATEN)1.66%$1.30B11.93%80.14%4.16
Okta, Inc. (OKTA)1.60%$15.98B11.58%77.09%5.03
L3Harris Technologies, Inc. (LHX)1.58%$53.67B6.93%23.27%3.10
Qualys, Inc. (QLYS)1.56%$5.47B10.17%83.69%6.80
F5, Inc. (FFIV)1.54%$15.26B9.66%80.17%5.79
Teledyne Technologies, Inc. (TDY)1.53%$24.33B6.60%39.24%4.89
AeroVironment, Inc. (AVAV)1.52%$11.93B150.72%17.36%13.60
Leidos Holdings, Inc. (LDOS)1.52%$24.26B6.66%18.37%1.71
General Dynamics Corp. (GD)1.51%$91.16B10.59%15.25%1.89
Napco Security Technologies, Inc. (NSSC)1.49%$1.50B11.74%56.63%7.71
CACI International, Inc. (CACI)1.48%$12.64B11.22%29.99%1.59
Palo Alto Networks, Inc. (PANW)1.46%$133.61B15.67%74.21%15.93
Northrop Grumman Corp. (NOC)1.42%$81.32B4.27%21.37%2.52
Fortinet, Inc. (FTNT)1.36%$61.14B14.38%80.77%9.44
Allison Transmission Holdings, Inc. (ALSN)1.34%$8.31B-15.90%47.19%2.82
Textron, Inc. (TXT)1.33%$15.36B5.11%18.16%1.23
Jacobs Solutions, Inc. (J)1.29%$16.12B4.63%24.76%1.71
Honeywell International, Inc. (HON)1.27%$122.95B6.99%37.79%3.94
StandardAero, Inc. (SARO)1.13%$9.30B20.35%13.24%1.97
Akamai Technologies, Inc. (AKAM)1.13%$12.36B4.97%55.04%3.65
Lockheed Martin Corp. (LMT)1.09%$111.13B8.80%12.04%1.80
Science Applications International Corp. (SAIC)0.93%$4.52B-5.57%12.17%0.94
KBR, Inc. (KBR)0.87%$5.52B-0.82%13.98%1.04
Iridium Communications, Inc. (IRDM)0.84%$1.96B6.66%48.71%4.11
Tenable Holdings, Inc. (TENB)0.84%$3.14B11.16%77.52%3.68
SentinelOne, Inc. (S)0.83%$5.13B22.91%73.79%5.54
Parsons Corp. (PSN)0.80%$6.74B-10.41%22.19%1.56
ICF International, Inc. (ICFI)0.73%$1.61B-9.98%34.53%1.19
Rapid7, Inc. (RPD)0.56%$1.07B1.54%69.27%2.08
Amentum Holdings, Inc. (AMTM)0.02%$7.24B71.59%7.18%0.71
Market data by FactSet

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