There are a lot of reasons to like the defense sector right now.
Both, missiles and missile-defense are two of the reasons AAP is picking Raytheon. They also like the new drone swarm systems that Raytheon is working on.
In addition to Raytheon, AAP also owns Textron (TXT) and thinks they will benefit from demand for their helicopters.
Want exclusive investing insight from Jim Cramer? Get 24/7 access to Jim's charitable trust portfolio with a free trial to Action Alerts PLUS!