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Defense Modernization

Defense modernization covers the rearmament and technology refresh underway as governments raise military budgets and restock depleted inventories. Contracts are long, funded, and relatively insensitive to the economic cycle.

163 stocks

Defense Tech & C4ISR Drones & Counter-Drone Military Shipbuilding Munitions Restocking

#	Name	Funds holding	Growth	Growth %	Fund value
1	1 RTX Corp RTX $251B	3,461	-16	-0.5%	$205B
2	2 GE Aerospace GE $319B	3,458	+223	+7%	$308B
3	3 Palantir PLTR $483B	2,856	-148	-5%	$169B
4	4 Lockheed Martin LMT $121B	2,789	-149	-5%	$88.3B
5	5 Boeing BA $146B	2,634	+104	+4%	$129B
6	6 General Dynamics GD $90.5B	2,218	-7	-0.3%	$82.8B
7	7 Honeywell HON $65.8B	2,179	-643	-23%	$59.1B
8	HONA 8 Honeywell Aerospace HONA $49.7B	2,075	+2,075	–	$54.3B
9	9 Parker-Hannifin PH $121B	1,985	+49	+3%	$108B
10	10 Northrop Grumman NOC $70.4B	1,816	-79	-4%	$60.4B
11	11 SpaceX SPCX $2.01T	1,757	+1,757	–	$628B
12	12 L3Harris LHX $44.2B	1,698	-47	-3%	$47.5B
13	13 TransDigm Group TDG $61.3B	1,144	+31	+3%	$70B
14	14 Rocket Lab Corp RKLB $37.8B	1,130	+251	+29%	$32.7B
15	15 Curtiss-Wright CW $18.5B	950	+42	+5%	$24B
16	16 Teledyne Technologies TDY $28.2B	891	+43	+5%	$30B
17	17 BWX Technologies BWXT $12.3B	855	+25	+3%	$16.5B
18	18 Huntington Ingalls Industries HII $10.4B	813	-88	-10%	$9.84B
19	19 Textron TXT $12.7B	792	0	0%	$14.6B
20	20 HEICO Corp HEI $41.7B	777	+38	+5%	$15.4B
21	21 Leidos LDOS $15.1B	775	-128	-14%	$10.3B
22	22 Woodward WWD $19.4B	759	+24	+3%	$22.9B
23	23 HEICO Corp Class A HEI.A $31.4B	668	+47	+8%	$18B
24	24 MACOM Technology Solutions MTSI $22.2B	659	+143	+28%	$27.7B
25	25 TTM Technologies TTMI $10.9B	641	+117	+22%	$18.1B