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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 $318B	2,127	+96	+5%	$154B
2	2 RTX Corp RTX $253B	1,524	+50	+3%	$71.2B
3	3 Honeywell HON $65.9B	1,437	+70	+5%	$66.8B
4	4 Boeing BA $146B	1,431	+113	+9%	$70.6B
5	5 Lockheed Martin LMT $122B	1,223	+106	+9%	$58.1B
6	6 General Dynamics GD $91.4B	979	+105	+12%	$45.6B
7	7 Northrop Grumman NOC $71.5B	892	+87	+11%	$33.2B
8	8 Parker-Hannifin PH $120B	643	+39	+6%	$15.3B
9	9 L3Harris LHX $44.9B	607	+64	+12%	$10.8B
10	10 Fluor FLR $6.21B	526	+15	+3%	$6.23B
11	11 Huntington Ingalls Industries HII $10.5B	433	+27	+7%	$7.64B
12	12 Textron TXT $12.8B	427	+37	+9%	$10.9B
13	13 TransDigm Group TDG $61.7B	425	+13	+3%	$13.9B
14	14 Leidos LDOS $15.4B	361	+21	+6%	$5.83B
15	15 Oshkosh OSK $7.92B	336	+51	+18%	$4.6B
16	16 Hexcel HXL $6.64B	322	+25	+8%	$4.65B
17	17 Olin OLN $1.73B	288	+19	+7%	$4.27B
18	18 Saic SAIC $5.6B	283	+33	+13%	$2.53B
19	19 Woodward WWD $19.2B	283	+38	+16%	$3.01B
20	20 Booz Allen Hamilton BAH $8.87B	279	+60	+27%	$4.99B
21	21 Curtiss-Wright CW $18.4B	277	+22	+9%	$3.35B
22	22 BWX Technologies BWXT $12.2B	258	-9	-3%	$3.74B
23	23 COPT Defense Properties CDP $3.81B	258	+5	+2%	$3.16B
24	24 NewMarket NEU $8.21B	250	+16	+7%	$2.87B
25	25 Teledyne Technologies TDY $28.2B	250	+25	+11%	$3.7B