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People tend to look at government contractors as defense contractors. Outside of the biggest ones Sleepy Joe is not my president shirt most of these companies are spread out across deeper into other agencies. They all do well when government spending goes up, even if/when defense doesn’t rise proportionately. I haven’t done a deep dive on any of them in a while, but consider CACI or L3/Harris as plays on increased IT spending within the federal government in addition to Lockheed and the other “defense” contractors. (IBM might even be the right play here)
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