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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	1,847	-26	-1%	$139B
2	2 RTX Corp RTX $251B	1,368	-8	-0.6%	$78.7B
3	3 Boeing BA $146B	1,168	-29	-2%	$67.3B
4	4 Honeywell HON $65.8B	1,115	+2	+0.2%	$59.8B
5	5 Lockheed Martin LMT $121B	919	+14	+2%	$49.3B
6	6 General Dynamics GD $90.5B	765	+26	+4%	$37.6B
7	7 Northrop Grumman NOC $70.4B	628	+5	+0.8%	$22.9B
8	8 Fluor FLR $6.37B	559	-20	-3%	$8.81B
9	9 Parker-Hannifin PH $121B	550	-27	-5%	$13.8B
10	10 L3Harris LHX $44.2B	457	-21	-4%	$5.83B
11	11 Textron TXT $12.7B	382	+11	+3%	$8.04B
12	12 TransDigm Group TDG $61.3B	324	+20	+7%	$9.84B
13	13 Huntington Ingalls Industries HII $10.4B	311	-7	-2%	$4.46B
14	14 KBR KBR $4.44B	285	-13	-4%	$2.43B
15	15 Hexcel HXL $6.64B	270	-24	-8%	$3.52B
16	16 Oshkosh OSK $7.88B	252	-35	-12%	$3.29B
17	17 DELISTED Triumph Group TGI	248	-13	-5%	$3.07B
18	18 NewMarket NEU $8.19B	238	-1	-0.4%	$2.83B
19	19 Olin OLN $1.71B	230	-22	-9%	$1.81B
20	20 Woodward WWD $19.4B	228	+16	+8%	$2.3B
21	21 COPT Defense Properties CDP $3.77B	224	+13	+6%	$2.31B
22	22 Curtiss-Wright CW $18.5B	210	+3	+1%	$2.57B
23	23 Teledyne Technologies TDY $28.2B	201	+12	+6%	$2.97B
24	24 BWX Technologies BWXT $12.3B	200	-19	-9%	$2.75B
25	25 Leidos LDOS $15.1B	197	-15	-7%	$1.31B