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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	1,977	+20	+1%	$138B
2	2 RTX Corp RTX $251B	1,495	+38	+3%	$87.1B
3	3 Boeing BA $146B	1,334	+74	+6%	$77.5B
4	4 Honeywell HON $65.8B	1,220	+15	+1%	$67B
5	5 Lockheed Martin LMT $121B	983	-9	-0.9%	$53.5B
6	6 General Dynamics GD $90.5B	829	-17	-2%	$39B
7	7 Northrop Grumman NOC $70.4B	705	+31	+5%	$26.2B
8	8 Parker-Hannifin PH $121B	573	+2	+0.4%	$14.4B
9	9 Fluor FLR $6.37B	542	-26	-5%	$6.88B
10	10 L3Harris LHX $44.2B	486	+15	+3%	$7.21B
11	11 Textron TXT $12.7B	415	+6	+1%	$9.89B
12	12 Huntington Ingalls Industries HII $10.4B	358	+24	+7%	$6.09B
13	13 TransDigm Group TDG $61.3B	358	+26	+8%	$11.9B
14	14 Hexcel HXL $6.64B	284	+7	+3%	$4.71B
15	15 DELISTED Triumph Group TGI	249	-14	-5%	$2.79B
16	16 Oshkosh OSK $7.88B	247	+2	+0.8%	$3.87B
17	17 Olin OLN $1.71B	244	+2	+0.8%	$2.2B
18	18 KBR KBR $4.44B	243	-7	-3%	$1.94B
19	19 NewMarket NEU $8.19B	234	-6	-3%	$3.6B
20	20 Saic SAIC $5.51B	230	+13	+6%	$1.48B
21	21 Booz Allen Hamilton BAH $8.64B	229	+19	+9%	$3.91B
22	22 COPT Defense Properties CDP $3.77B	227	-6	-3%	$2.79B
23	23 Leidos LDOS $15.1B	224	-8	-3%	$1.75B
24	24 Curtiss-Wright CW $18.5B	217	+10	+5%	$2.79B
25	25 Teledyne Technologies TDY $28.2B	216	-3	-1%	$3.26B