Public companies levered to the shift toward space-based and proliferated-LEO missile defense — the "Golden Dome" architecture. SpaceX (private; IPO ticker SPCX) is the catalyst, pairing launch, a satellite constellation, and orbital power into a platform that could pivot toward directed-energy and missile-tracking defense. This basket tracks the investable public names: missile-defense and directed-energy primes (LMT, NOC, RTX, LHX, GD), missile-defense sensors and mission-critical structures (DRS, KRMN), space-systems and launch pure-plays (RKLB, RDW, ASTS, IRDM, VOYG), AI-driven battlespace command-and-control software (PLTR), rugged/rad-hard mission compute (MRCY, CW), drones and targets (KTOS), and high-power laser makers (LASR). Not investment advice.