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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	2,055	+79	+4%	$165B
2	2 RTX Corp RTX $251B	1,419	+28	+2%	$68.5B
3	3 Boeing BA $146B	1,396	+72	+5%	$72.7B
4	4 Honeywell HON $65.8B	1,303	+73	+6%	$61B
5	5 Lockheed Martin LMT $121B	1,077	+55	+5%	$54.2B
6	6 General Dynamics GD $90.5B	884	+29	+3%	$37.3B
7	7 Northrop Grumman NOC $70.4B	782	+58	+8%	$28.1B
8	8 L3Harris LHX $44.2B	549	+9	+2%	$9.4B
9	9 Parker-Hannifin PH $121B	546	+1	+0.2%	$11.1B
10	10 Fluor FLR $6.37B	523	+19	+4%	$5.86B
11	11 Textron TXT $12.7B	424	+17	+4%	$9.44B
12	12 TransDigm Group TDG $61.3B	372	+9	+2%	$12.2B
13	13 Huntington Ingalls Industries HII $10.4B	351	+19	+6%	$5.29B
14	14 Hexcel HXL $6.64B	299	-11	-4%	$4.36B
15	15 Olin OLN $1.71B	282	+32	+13%	$2.59B
16	16 Leidos LDOS $15.1B	261	+27	+12%	$2.31B
17	17 Saic SAIC $5.51B	237	+6	+3%	$1.34B
18	18 Booz Allen Hamilton BAH $8.64B	234	+35	+18%	$4.32B
19	19 KBR KBR $4.44B	233	-5	-2%	$2.33B
20	20 NewMarket NEU $8.19B	229	+7	+3%	$2.72B
21	21 Oshkosh OSK $7.88B	229	-10	-4%	$3.01B
22	22 BWX Technologies BWXT $12.3B	226	+20	+10%	$3.15B
23	23 CACI CACI $13.3B	225	+14	+7%	$2.1B
24	24 DELISTED Triumph Group TGI	225	-24	-10%	$1.88B
25	25 COPT Defense Properties CDP $3.77B	223	+2	+0.9%	$2.03B