Author Adds $KTOS, $AVAV and $OSS to Growth Portfolio as Defense Spending Accelerates

The author made a few adds to their growth portfolio today with Kratos ($KTOS), AeroVironment ($AVAV), and One Stop Systems ($OSS).
All three sit directly in areas where defense spending is accelerating across autonomy, propulsion, and directed energy, as this starts to look like a multi-year cycle to the author.