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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	1,850	+165	+10%	$155B
2	2 RTX Corp RTX $251B	1,349	+69	+5%	$86.2B
3	3 Boeing BA $146B	1,192	+118	+11%	$76.9B
4	4 Honeywell HON $65.8B	1,063	+71	+7%	$58.3B
5	5 Lockheed Martin LMT $121B	844	+83	+11%	$41.1B
6	6 General Dynamics GD $90.5B	701	+45	+7%	$29.7B
7	7 Northrop Grumman NOC $70.4B	621	+49	+9%	$21.5B
8	8 Fluor FLR $6.37B	569	+35	+7%	$11.2B
9	9 Parker-Hannifin PH $121B	550	+32	+6%	$15.4B
10	10 L3Harris LHX $44.2B	476	+45	+10%	$6.47B
11	11 Textron TXT $12.7B	351	+14	+4%	$8.31B
12	12 KBR KBR $4.44B	338	+22	+7%	$4.41B
13	13 Hexcel HXL $6.64B	306	+32	+12%	$4.03B
14	14 TransDigm Group TDG $61.3B	297	+8	+3%	$8.64B
15	15 Huntington Ingalls Industries HII $10.4B	289	+36	+14%	$3.98B
16	16 Oshkosh OSK $7.88B	286	+25	+10%	$3.85B
17	17 DELISTED Triumph Group TGI	281	-6	-2%	$3.72B
18	18 Leidos LDOS $15.1B	276	+117	+74%	$2.32B
19	19 Olin OLN $1.71B	255	+4	+2%	$2.27B
20	20 BWX Technologies BWXT $12.3B	239	+13	+6%	$3.93B
21	21 NewMarket NEU $8.19B	229	+4	+2%	$2.81B
22	22 CACI CACI $13.3B	215	+17	+9%	$2.03B
23	23 Woodward WWD $19.4B	206	+1	+0.5%	$2.22B
24	24 COPT Defense Properties CDP $3.77B	204	-3	-1%	$2.22B
25	25 Teledyne Technologies TDY $28.2B	199	+16	+9%	$2.86B