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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	1,685	+11	+0.7%	$133B
2	2 RTX Corp RTX $251B	1,280	+45	+4%	$81.7B
3	3 Boeing BA $146B	1,074	+39	+4%	$67.1B
4	4 Honeywell HON $65.8B	992	+56	+6%	$53.4B
5	5 Lockheed Martin LMT $121B	761	+31	+4%	$36B
6	6 General Dynamics GD $90.5B	656	+22	+3%	$27.2B
7	7 Northrop Grumman NOC $70.4B	572	+25	+5%	$18.9B
8	8 Fluor FLR $6.37B	534	+15	+3%	$9.95B
9	9 Parker-Hannifin PH $121B	518	+7	+1%	$13.2B
10	10 L3Harris LHX $44.2B	431	+22	+5%	$5.32B
11	11 Textron TXT $12.7B	337	+4	+1%	$6.16B
12	12 KBR KBR $4.44B	316	+13	+4%	$4.52B
13	13 TransDigm Group TDG $61.3B	289	-23	-7%	$7.09B
14	14 DELISTED Triumph Group TGI	287	-8	-3%	$3.42B
15	15 Hexcel HXL $6.64B	274	-8	-3%	$3.5B
16	16 Oshkosh OSK $7.88B	261	+20	+8%	$3.9B
17	17 Huntington Ingalls Industries HII $10.4B	253	+19	+8%	$2.99B
18	18 Olin OLN $1.71B	251	+18	+8%	$1.66B
19	19 BWX Technologies BWXT $12.3B	226	+8	+4%	$3.65B
20	20 NewMarket NEU $8.19B	225	-3	-1%	$2.39B
21	21 COPT Defense Properties CDP $3.77B	207	-8	-4%	$2.08B
22	22 Woodward WWD $19.4B	205	+3	+1%	$1.97B
23	23 CACI CACI $13.3B	198	+6	+3%	$1.86B
24	24 Teledyne Technologies TDY $28.2B	183	+2	+1%	$2.58B
25	25 Embraer S.A. ADS EMBJ $12.7B	177	+18	+11%	$3.59B