← 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	2,038	-50	-2%	$119B
2	2 Boeing BA $149B	1,658	+110	+7%	$107B
3	3 RTX Corp RTX $252B	1,588	+6	+0.4%	$75.4B
4	4 Honeywell HON $66.7B	1,534	+39	+3%	$82B
5	5 Lockheed Martin LMT $123B	1,300	+39	+3%	$70.1B
6	6 General Dynamics GD $91.2B	1,043	+7	+0.7%	$53.3B
7	7 Northrop Grumman NOC $71B	939	+38	+4%	$40.6B
8	8 Parker-Hannifin PH $121B	663	-4	-0.6%	$18.8B
9	9 L3Harris LHX $44.8B	611	+11	+2%	$13.4B
10	10 Fluor FLR $6.38B	449	-48	-10%	$5.01B
11	11 Huntington Ingalls Industries HII $10.5B	433	-5	-1%	$8.7B
12	12 Textron TXT $12.9B	433	+23	+6%	$11.6B
13	13 TransDigm Group TDG $62.7B	409	+12	+3%	$15.1B
14	14 Leidos LDOS $15.6B	392	+23	+6%	$6.68B
15	15 Oshkosh OSK $7.95B	340	+25	+8%	$5.87B
16	16 Hexcel HXL $6.8B	331	+10	+3%	$5.01B
17	17 Olin OLN $1.77B	312	-2	-0.6%	$5.18B
18	18 BWX Technologies BWXT $12.6B	272	+7	+3%	$5.32B
19	19 Woodward WWD $19.7B	260	-11	-4%	$3.48B
20	20 Teledyne Technologies TDY $28.7B	258	-1	-0.4%	$4.8B
21	21 NewMarket NEU $8.16B	250	-2	-0.8%	$2.98B
22	22 Saic SAIC $5.59B	244	-26	-10%	$1.9B
23	23 Booz Allen Hamilton BAH $8.96B	242	-25	-9%	$5.11B
24	24 COPT Defense Properties CDP $3.77B	240	-3	-1%	$3.37B
25	25 Curtiss-Wright CW $18.5B	238	+3	+1%	$3.59B