← 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 $324B	2,058	+3	+0.1%	$166B
2	2 RTX Corp RTX $252B	1,452	+33	+2%	$69.6B
3	3 Boeing BA $149B	1,353	-43	-3%	$61.6B
4	4 Honeywell HON $66.7B	1,318	+15	+1%	$65.6B
5	5 Lockheed Martin LMT $123B	1,118	+41	+4%	$55.4B
6	6 General Dynamics GD $91.2B	857	-27	-3%	$35B
7	7 Northrop Grumman NOC $71B	790	+8	+1%	$29.5B
8	8 Parker-Hannifin PH $121B	573	+27	+5%	$12.4B
9	9 L3Harris LHX $44.8B	560	+11	+2%	$8.46B
10	10 Fluor FLR $6.38B	528	+5	+1%	$6.48B
11	11 Textron TXT $12.9B	394	-30	-7%	$7.96B
12	12 Huntington Ingalls Industries HII $10.5B	367	+16	+5%	$5.8B
13	13 TransDigm Group TDG $62.7B	363	-9	-2%	$12.1B
14	14 Hexcel HXL $6.8B	289	-10	-3%	$4.07B
15	15 Olin OLN $1.77B	269	-13	-5%	$2.69B
16	16 Leidos LDOS $15.6B	267	+6	+2%	$2.14B
17	17 BWX Technologies BWXT $12.6B	257	+31	+14%	$3.27B
18	18 Saic SAIC $5.59B	248	+11	+5%	$1.57B
19	19 CACI CACI $13.5B	246	+21	+9%	$2.44B
20	20 KBR KBR $4.59B	243	+10	+4%	$2.15B
21	21 COPT Defense Properties CDP $3.77B	236	+13	+6%	$2.46B
22	22 Woodward WWD $19.7B	229	+22	+11%	$2.44B
23	23 NewMarket NEU $8.16B	224	-5	-2%	$2.78B
24	24 Booz Allen Hamilton BAH $8.96B	223	-11	-5%	$4.27B
25	25 Oshkosh OSK $7.95B	222	-7	-3%	$3.11B