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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 GE Aerospace GE $319B	1,674	+1,674	–	$131B
2	2 RTX Corp RTX $251B	1,235	+1,235	–	$70.4B
3	3 Boeing BA $146B	1,035	+1,035	–	$58.4B
4	4 Honeywell HON $65.8B	936	+936	–	$51.1B
5	5 Lockheed Martin LMT $121B	730	+730	–	$30.6B
6	6 General Dynamics GD $90.5B	634	+634	–	$24B
7	7 Northrop Grumman NOC $70.4B	547	+547	–	$17.1B
8	8 Fluor FLR $6.37B	519	+519	–	$8.43B
9	9 Parker-Hannifin PH $121B	511	+511	–	$11.9B
10	10 L3Harris LHX $44.2B	409	+409	–	$4.49B
11	11 Textron TXT $12.7B	333	+333	–	$5.83B
12	12 TransDigm Group TDG $61.3B	312	+312	–	$7.9B
13	13 Leidos LDOS $15.1B	311	+311	–	$2.82B
14	14 KBR KBR $4.44B	303	+303	–	$4.39B
15	15 DELISTED Triumph Group TGI	295	+295	–	$3.81B
16	16 Hexcel HXL $6.64B	282	+282	–	$3.09B
17	17 Oshkosh OSK $7.88B	241	+241	–	$2.97B
18	18 Huntington Ingalls Industries HII $10.4B	234	+234	–	$2.46B
19	19 Olin OLN $1.71B	233	+233	–	$1.56B
20	20 NewMarket NEU $8.19B	228	+228	–	$2.18B
21	21 BWX Technologies BWXT $12.3B	218	+218	–	$3.26B
22	22 COPT Defense Properties CDP $3.77B	215	+215	–	$2.27B
23	23 Woodward WWD $19.4B	202	+202	–	$1.95B
24	24 CACI CACI $13.3B	192	+192	–	$3.42B
25	25 Teledyne Technologies TDY $28.2B	181	+181	–	$2.33B