The industry are those that support the interceptor missile (ABM) business. Iran's program is serviced by a few other nations. I have done work for a company that is a prime contractor for the Patriot. I left my 401k earnings that I made with them. It does consistently well.
There are many countries, friendly ones at that, that are actively threatened by nations with ballistic missiles.
Trying to hold off ballistic missile/nuke warhead development and increasing ABM technology seems sound.
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