Companies covered: Boeing Company (The) (NYSE:BA), RTX Corp. (Raytheon) (NYSE:RTX), Honeywell International Inc. (NYSE:HON), Caterpillar, Inc. (NYSE:CAT), United Airlines Holdings (NASDAQ:UAL), Alaska Air Group, Inc. (NYSE:ALK), Airbus SE (OTCMKTS:EADSY), American Airlines Group, Inc. (NASDAQ:AAL), Hawaiian Holdings, Inc. (NASDAQ:HA), Delta Air Lines, Inc. (NYSE:DAL), Spirit Aerosystems Holdings, Inc. (NYSE:SPR), Lockheed Martin Corporation (NYSE:LMT), Northrop Grumman Corporation (NYSE:NOC), General Dynamics Corporation (NYSE:GD), L3Harris Technologies Inc. (NYSE:LHX), Huntington Ingalls Industries, Inc. (NYSE:HII), SES AI Corp. (NYSE:SES), Teledyne Technologies Incorporated (NYSE:TDY), Spire Global Inc. (NYSE:SPIR), Rocket Lab USA Inc. (NASDAQ:RKLB), Astra Space Inc. (NASDAQ:ASTR), Planet Labs PBC (NYSE:PL), BlackSky Technology Inc. (NYSE:BKSY), Seraphim Space Investment Trust plc (LON:SSIT), Aker Carbon Capture ASA (OTCMKTS:AKCCF), Astronics Corporation (NASDAQ:ATRO), Helios Technologies, Inc. (NYSE:HLIO), Ideal Power Inc. (NASDAQ:IPWR)