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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	2,045	-13	-0.6%	$161B
2	2 RTX Corp RTX $251B	1,471	+19	+1%	$69.8B
3	3 Honeywell HON $65.8B	1,342	+24	+2%	$67.9B
4	4 Boeing BA $146B	1,322	-31	-2%	$61.2B
5	5 Lockheed Martin LMT $121B	1,155	+37	+3%	$61.1B
6	6 General Dynamics GD $90.5B	886	+29	+3%	$37.3B
7	7 Northrop Grumman NOC $70.4B	827	+37	+5%	$32.8B
8	8 Parker-Hannifin PH $121B	586	+13	+2%	$11.8B
9	9 L3Harris LHX $44.2B	524	-36	-6%	$9.25B
10	10 Fluor FLR $6.37B	512	-16	-3%	$5.87B
11	11 TransDigm Group TDG $61.3B	402	+39	+11%	$14.8B
12	12 Textron TXT $12.7B	399	+5	+1%	$7.94B
13	13 Huntington Ingalls Industries HII $10.4B	396	+29	+8%	$7.04B
14	14 Hexcel HXL $6.64B	303	+14	+5%	$3.81B
15	15 Leidos LDOS $15.1B	282	+15	+6%	$2.16B
16	16 Olin OLN $1.71B	276	+7	+3%	$4.22B
17	17 Oshkosh OSK $7.88B	265	+43	+19%	$3.39B
18	18 BWX Technologies BWXT $12.3B	263	+6	+2%	$3.49B
19	19 Woodward WWD $19.4B	253	+24	+10%	$2.69B
20	20 COPT Defense Properties CDP $3.77B	252	+16	+7%	$2.79B
21	21 Curtiss-Wright CW $18.5B	245	+29	+13%	$2.94B
22	22 Saic SAIC $5.51B	242	-6	-2%	$1.69B
23	23 KBR KBR $4.44B	236	-7	-3%	$1.86B
24	24 Booz Allen Hamilton BAH $8.64B	234	+11	+5%	$4.12B
25	25 CACI CACI $13.3B	233	-13	-5%	$2.07B