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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	1,860	+10	+0.5%	$140B
2	2 RTX Corp RTX $251B	1,370	+21	+2%	$88.5B
3	3 Boeing BA $146B	1,183	-9	-0.8%	$67.7B
4	4 Honeywell HON $65.8B	1,115	+52	+5%	$59.3B
5	5 Lockheed Martin LMT $121B	899	+55	+7%	$44.5B
6	6 General Dynamics GD $90.5B	732	+31	+4%	$34B
7	7 Northrop Grumman NOC $70.4B	638	+17	+3%	$22.6B
8	8 Fluor FLR $6.37B	581	+12	+2%	$10.7B
9	9 Parker-Hannifin PH $121B	576	+26	+5%	$14.2B
10	10 L3Harris LHX $44.2B	472	-4	-0.8%	$6.63B
11	11 Textron TXT $12.7B	356	+5	+1%	$8.94B
12	12 KBR KBR $4.44B	325	-13	-4%	$3.53B
13	13 Huntington Ingalls Industries HII $10.4B	312	+23	+8%	$4.37B
14	14 TransDigm Group TDG $61.3B	303	+6	+2%	$9.82B
15	15 Hexcel HXL $6.64B	300	-6	-2%	$3.89B
16	16 Oshkosh OSK $7.88B	280	-6	-2%	$4.56B
17	17 DELISTED Triumph Group TGI	260	-21	-7%	$3.21B
18	18 Olin OLN $1.71B	246	-9	-4%	$2.15B
19	19 Leidos LDOS $15.1B	245	-31	-11%	$1.6B
20	20 NewMarket NEU $8.19B	240	+11	+5%	$3.07B
21	21 BWX Technologies BWXT $12.3B	222	-17	-7%	$3.77B
22	22 CACI CACI $13.3B	215	0	0%	$2.05B
23	23 COPT Defense Properties CDP $3.77B	207	+3	+1%	$2.49B
24	24 Curtiss-Wright CW $18.5B	206	+17	+9%	$2.47B
25	25 Woodward WWD $19.4B	205	-1	-0.5%	$1.99B