ARMR.L is trading at $29.43 (+3.03%) as defense-sector strength likely drives the move. - Lockheed Martin reported strong third-quarter results and a record backlog; L3Harris beat estimates, raised its 2026 outlook and also reported record backlog. - The gain stands out against a weaker U.S. market. Major holdings include Lockheed Martin, RTX, General Dynamics, Northrop Grumman and L3Harris.