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Invest in the Sky’s Operating System
Drones and air taxis will overwhelm today’s air traffic system. A $200 billion “iOS for the sky” is coming, and the firms building it will capture toll-booth profits.
Strategy and Allocation
DC Police Takeover Kicks Off New Wall Street Winners
Trump’s federal takeover of D.C. policing is being met with protests, but he is firm in his decision and vows to unleash massive budgets and personnel to clamp down on crime in other cities. Here’s how to profit from a law-and-order trade.
By Peter Christensen
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Almost 10,000 people blocked two miles of a major downtown Washington, D.C., boulevard on their way to the White House to protest for a “Free D.C.” The protest comes on the heels of President Trump invoking the capital’s Home Rule Act to put the Metropolitan Police Department under federal control for at least 30 days. He also ordered 800 National Guard troops to support a capital “cleanup.”
Why the Stance on Law-and-Order Matters
The headlines have focused on crime rates, protests, and the political fight over local autonomy. But if a war is won through logistics, the opportunity for investors is in procurement.
Standardization and Acceleration
Federal forces have standards for body cameras, less-lethal Tasers, digital evidence platforms, secure radios, and automated enforcement tools. When you deploy Federal Forces to an urban environment, they need to be equipped with the standard gear. This unleashes a buying spree in public-safety technology, enforcement systems, and detention services.
Also, whenever policing federalizes, it changes who buys what and how fast. Gear decisions move from slow-rolling, tight local budgets to fully loaded federal agencies that can release funds fast.
The Funding Firehose
The DOJ’s Community Oriented Policing Services (COPS) office has requested $370 million for FY2025 and has already disbursed over $21 billion historically. DHS’s Urban Areas Security Initiative is targeting large allocations for major metros. That means procurement dollars are primed to flow just as D.C. federalizes.
Copycat Procurement
History shows how quickly purchases cascade. After the protests of 2014 and 2020, police departments nationwide rushed to adopt body cameras. Once D.C. moves, other cities typically follow, expanding the revenue opportunity for suppliers.
The Finance Play on Federal Procurement
Trump’s federal takeover of D.C. policing is triggering a procurement wave in public safety. The industry is already reporting record quarters, and we’re likely witnessing the start of another multi-year upcycle. Federal dollars accelerate buying decisions, and history shows cities follow quickly. Investors can position early in these law-and-order ETFs capturing this enforcement cycle.
Bottom Line
Federal control of D.C. policing and its expansion to other cities signal the start of a new law-and-order spending cycle. ETFs like ITA, FITE, PPA, and CIBR let investors capture the public-safety spend from cameras and radios to detention and compliance systems.
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