← All themes

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	1,976	-25	-1%	$146B
2	2 RTX Corp RTX $251B	1,391	-101	-7%	$65B
3	3 Boeing BA $146B	1,324	+4	+0.3%	$66.4B
4	4 Honeywell HON $65.8B	1,230	-13	-1%	$56.1B
5	5 Lockheed Martin LMT $121B	1,022	+15	+1%	$53.2B
6	6 General Dynamics GD $90.5B	855	+23	+3%	$38.3B
7	7 Northrop Grumman NOC $70.4B	724	+24	+3%	$25.2B
8	8 Parker-Hannifin PH $121B	545	-38	-7%	$11.9B
9	9 L3Harris LHX $44.2B	540	-4	-0.7%	$7.61B
10	10 Fluor FLR $6.37B	504	-41	-8%	$5.02B
11	11 Textron TXT $12.7B	407	-18	-4%	$8.52B
12	12 TransDigm Group TDG $61.3B	363	+1	+0.3%	$11.5B
13	13 Huntington Ingalls Industries HII $10.4B	332	-1	-0.3%	$4.51B
14	14 Hexcel HXL $6.64B	310	+26	+9%	$4.15B
15	15 Olin OLN $1.71B	250	+10	+4%	$1.61B
16	16 DELISTED Triumph Group TGI	249	-21	-8%	$2.02B
17	17 Oshkosh OSK $7.88B	239	-15	-6%	$2.82B
18	18 KBR KBR $4.44B	238	-3	-1%	$2.35B
19	19 Leidos LDOS $15.1B	234	+8	+4%	$1.65B
20	20 Saic SAIC $5.51B	231	-10	-4%	$1.19B
21	21 NewMarket NEU $8.19B	222	-13	-6%	$2.61B
22	22 COPT Defense Properties CDP $3.77B	221	-5	-2%	$2.11B
23	23 CACI CACI $13.3B	211	-8	-4%	$1.66B
24	24 Woodward WWD $19.4B	211	-13	-6%	$1.97B
25	25 BWX Technologies BWXT $12.3B	206	-16	-7%	$2.66B