CPSF
Calamos S&P 500 Structured Alt Protection ETF - February
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**BlackBerry** BlackBerry is positioned as a primary "Canadian Champion" under the new strategy. The government’s move to prioritize domestic digital systems directly benefits BlackBerry’s core competencies. **Cybersecurity & Secure Comms**: On February 20, 2026, Minister Maninder Sidhu highlighted BlackBerry in Waterloo as a model for the strategy’s export goals. The government is expected to expand its use of AtHoc and Secusuite to meet new sovereign security standards. **QNX & Marine Defence**: BlackBerry QNX has signed a Memorandum of Understanding (MOU) with South Korea’s Hanwha Ocean. As Canada prepares to award a multi-billion dollar contract for its next submarine fleet (CPSF) by Q3 2026, Hanwha’s bid explicitly integrates QNX as the foundational operating system. A Hanwha win would effectively convert this MOU into a long-term, high-value defence contract for BlackBerry. **Ecosystem Integration**: Given that QNX is a certified safety component within the NVIDIA DRIVE ecosystem (including Orin and Thor chips), any Canadian investments in autonomous military vehicles or robotic supply chains will naturally pull in BlackBerry’s software.