• Redwire is a space infrastructure company with a growing mix of satellite subsystems.
• Rocket Lab is a space company that designs and launches small and medium class rockets.
• RTX is a large aerospace and defense company with a high level of revenue visibility.

The growth of these companies may indicate a shift in the aerospace and defense industry towards space infrastructure and satellite technology, which could benefit from long-term defense demand and government spending. This trend suggests that investors may be looking for companies with strong growth potential in this sector.