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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	1,957	+110	+6%	$139B
2	2 RTX Corp RTX $251B	1,457	+89	+7%	$85.1B
3	3 Boeing BA $146B	1,260	+92	+8%	$68.6B
4	4 Honeywell HON $65.8B	1,205	+90	+8%	$63.7B
5	5 Lockheed Martin LMT $121B	992	+73	+8%	$51B
6	6 General Dynamics GD $90.5B	846	+81	+11%	$40.4B
7	7 Northrop Grumman NOC $70.4B	674	+46	+7%	$24.7B
8	8 Parker-Hannifin PH $121B	571	+21	+4%	$15B
9	9 Fluor FLR $6.37B	568	+9	+2%	$7.49B
10	10 L3Harris LHX $44.2B	471	+14	+3%	$6.2B
11	11 Textron TXT $12.7B	409	+27	+7%	$9.38B
12	12 Huntington Ingalls Industries HII $10.4B	334	+23	+7%	$4.79B
13	13 TransDigm Group TDG $61.3B	332	+8	+2%	$10.3B
14	14 Hexcel HXL $6.64B	277	+7	+3%	$3.86B
15	15 DELISTED Triumph Group TGI	263	+15	+6%	$3.16B
16	16 KBR KBR $4.44B	250	-35	-12%	$2.3B
17	17 Oshkosh OSK $7.88B	245	-7	-3%	$3.55B
18	18 Olin OLN $1.71B	242	+12	+5%	$1.59B
19	19 NewMarket NEU $8.19B	240	+2	+0.8%	$2.93B
20	20 COPT Defense Properties CDP $3.77B	233	+9	+4%	$2.6B
21	21 Leidos LDOS $15.1B	232	+35	+18%	$1.81B
22	22 Woodward WWD $19.4B	230	+2	+0.9%	$2.3B
23	23 Teledyne Technologies TDY $28.2B	219	+18	+9%	$3.19B
24	24 Saic SAIC $5.51B	217	+23	+12%	$1.32B
25	25 BWX Technologies BWXT $12.3B	211	+11	+6%	$3.05B