European defense stocks:
Pan-European:
Airbus, [NL0000235190]
(https://live.euronext.com/en/product/equities/NL0000235190-XPAR)
France:
Safran, FR0000073272
Dassault Aviation, FR0014004L86
Thales, FR0000121329
United Kingdom:
BAE Systems, GB0002634946
Rolls-Royce Holdings, GB00B63H8491
Melrose Industries, GB00BNGDN821
Germany:
Rheinmetall, DE0007030009
Hensoldt, DE000HAG0005
MTU Aero Engines, DE000A0D9PT0
Italy:
Leonardo, IT0003856405
Sweden:
Saab, SE0021921269
Norway:
Kongsberg Gruppen, NO0003043309
Spain:
Indra Sistemas, ES0118594417
Which means they could switch off all the weapons they sold to Ukraine.
Which is why investors assume that EU based weapons manufacturers (like Rheinmetall) will have a lot of customers soon.
I assume they'll also be finding ways to switch that shit off.