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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	2,001	+24	+1%	$151B
2	2 RTX Corp RTX $251B	1,492	-3	-0.2%	$81B
3	3 Boeing BA $146B	1,320	-14	-1%	$69.8B
4	4 Honeywell HON $65.8B	1,243	+23	+2%	$61.3B
5	5 Lockheed Martin LMT $121B	1,007	+24	+2%	$48.1B
6	6 General Dynamics GD $90.5B	832	+3	+0.4%	$40.4B
7	7 Northrop Grumman NOC $70.4B	700	-5	-0.7%	$25.2B
8	8 Parker-Hannifin PH $121B	583	+10	+2%	$14.3B
9	9 Fluor FLR $6.37B	545	+3	+0.6%	$6.33B
10	10 L3Harris LHX $44.2B	544	+58	+12%	$7.91B
11	11 Textron TXT $12.7B	425	+10	+2%	$9.94B
12	12 TransDigm Group TDG $61.3B	362	+4	+1%	$12.2B
13	13 Huntington Ingalls Industries HII $10.4B	333	-25	-7%	$4.82B
14	14 Hexcel HXL $6.64B	284	0	0%	$4.54B
15	15 DELISTED Triumph Group TGI	270	+21	+8%	$3.07B
16	16 Oshkosh OSK $7.88B	254	+7	+3%	$3.36B
17	17 KBR KBR $4.44B	241	-2	-0.8%	$2.75B
18	18 Saic SAIC $5.51B	241	+11	+5%	$1.56B
19	19 Olin OLN $1.71B	240	-4	-2%	$2B
20	20 NewMarket NEU $8.19B	235	+1	+0.4%	$3.32B
21	21 COPT Defense Properties CDP $3.77B	226	-1	-0.4%	$2.36B
22	22 Leidos LDOS $15.1B	226	+2	+0.9%	$1.61B
23	23 Woodward WWD $19.4B	224	+8	+4%	$2.69B
24	24 BWX Technologies BWXT $12.3B	222	+9	+4%	$3.29B
25	25 CACI CACI $13.3B	219	+11	+5%	$1.83B