← 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 $319B	2,088	-37	-2%	$131B
2	2 RTX Corp RTX $251B	1,582	+42	+3%	$78B
3	3 Boeing BA $146B	1,548	+33	+2%	$84.5B
4	4 Honeywell HON $65.8B	1,495	+22	+1%	$77B
5	5 Lockheed Martin LMT $121B	1,261	+37	+3%	$63.1B
6	6 General Dynamics GD $90.5B	1,036	+13	+1%	$51.2B
7	7 Northrop Grumman NOC $70.4B	901	+11	+1%	$36.3B
8	8 Parker-Hannifin PH $121B	667	-6	-0.9%	$17.4B
9	9 L3Harris LHX $44.2B	600	+2	+0.3%	$11.2B
10	10 Fluor FLR $6.37B	497	-17	-3%	$5.47B
11	11 Huntington Ingalls Industries HII $10.4B	438	-26	-6%	$7.31B
12	12 Textron TXT $12.7B	410	-13	-3%	$10.2B
13	13 TransDigm Group TDG $61.3B	397	-12	-3%	$16.1B
14	14 Leidos LDOS $15.1B	369	+12	+3%	$5.9B
15	15 Hexcel HXL $6.64B	321	+8	+3%	$4.61B
16	16 Oshkosh OSK $7.88B	315	-24	-7%	$4.93B
17	17 Olin OLN $1.71B	314	-5	-2%	$4.71B
18	18 Woodward WWD $19.4B	271	-10	-4%	$2.99B
19	19 Saic SAIC $5.51B	270	-3	-1%	$1.99B
20	20 Booz Allen Hamilton BAH $8.64B	267	-3	-1%	$4.58B
21	21 BWX Technologies BWXT $12.3B	265	-12	-4%	$4.7B
22	22 Teledyne Technologies TDY $28.2B	259	+15	+6%	$3.79B
23	23 NewMarket NEU $8.19B	252	+7	+3%	$3.06B
24	24 TTM Technologies TTMI $10.9B	245	+8	+3%	$1.82B
25	25 COPT Defense Properties CDP $3.77B	243	-3	-1%	$3.55B