买入:Airbus Group NV (€159.50)、Avon Technologies (p1,540.00)、Babcock International (p822.50)、Chemring plc (p411.00)、Dassault Aviation SA (€300.20)、Leonardo SpA (€45.48)、MTU Aero Engines AG (€328.70)、RENK Group AG (€52.76)、Rheinmetall AG (€1,592.00)、Rolls-Royce Holdings Plc (p797.00)、Safran Group (€252.00)、Senior plc (p159.80)
持有:BAE Systems PLC (p1,701.00)、QinetiQ Group plc (p422.00)、Thales SA (€240.30)