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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	2,125	-2	-0.1%	$143B
2	2 RTX Corp RTX $251B	1,540	+16	+1%	$72.2B
3	3 Boeing BA $146B	1,515	+84	+6%	$78.1B
4	4 Honeywell HON $65.8B	1,473	+36	+3%	$72.6B
5	5 Lockheed Martin LMT $121B	1,224	+1	+0.1%	$61.5B
6	6 General Dynamics GD $90.5B	1,023	+44	+4%	$49.1B
7	7 Northrop Grumman NOC $70.4B	890	-2	-0.2%	$33.8B
8	8 Parker-Hannifin PH $121B	673	+30	+5%	$17.4B
9	9 L3Harris LHX $44.2B	598	-9	-1%	$11.6B
10	10 Fluor FLR $6.37B	514	-12	-2%	$6.2B
11	11 Huntington Ingalls Industries HII $10.4B	464	+31	+7%	$8.01B
12	12 Textron TXT $12.7B	423	-4	-0.9%	$10.5B
13	13 TransDigm Group TDG $61.3B	409	-16	-4%	$13.3B
14	14 Leidos LDOS $15.1B	357	-4	-1%	$5.76B
15	15 Oshkosh OSK $7.88B	339	+3	+0.9%	$4.89B
16	16 Olin OLN $1.71B	319	+31	+11%	$5.24B
17	17 Hexcel HXL $6.64B	313	-9	-3%	$4.88B
18	18 Woodward WWD $19.4B	281	-2	-0.7%	$2.97B
19	19 BWX Technologies BWXT $12.3B	277	+19	+7%	$4.45B
20	20 Saic SAIC $5.51B	273	-10	-4%	$2.25B
21	21 Booz Allen Hamilton BAH $8.64B	270	-9	-3%	$5.04B
22	22 Curtiss-Wright CW $18.5B	262	-15	-5%	$3.15B
23	23 CACI CACI $13.3B	247	-2	-0.8%	$2.63B
24	24 COPT Defense Properties CDP $3.77B	246	-12	-5%	$3.41B
25	25 NewMarket NEU $8.19B	245	-5	-2%	$3.05B