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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	2,106	+68	+3%	$85.8B
2	2 Boeing BA $146B	1,850	+192	+12%	$123B
3	3 RTX Corp RTX $251B	1,739	+151	+10%	$83.9B
4	4 Honeywell HON $65.8B	1,714	+180	+12%	$87.1B
5	5 Lockheed Martin LMT $121B	1,448	+148	+11%	$72.7B
6	6 General Dynamics GD $90.5B	1,150	+107	+10%	$52.1B
7	7 Northrop Grumman NOC $70.4B	1,040	+101	+11%	$43.2B
8	8 Parker-Hannifin PH $121B	715	+52	+8%	$21.7B
9	9 L3Harris LHX $44.2B	696	+85	+14%	$14.3B
10	10 Huntington Ingalls Industries HII $10.4B	498	+65	+15%	$8.88B
11	11 Fluor FLR $6.37B	484	+35	+8%	$6.3B
12	12 Textron TXT $12.7B	463	+30	+7%	$12.3B
13	13 Leidos LDOS $15.1B	436	+44	+11%	$7.15B
14	14 TransDigm Group TDG $61.3B	434	+25	+6%	$16B
15	15 Oshkosh OSK $7.88B	393	+53	+16%	$6.21B
16	16 Hexcel HXL $6.64B	380	+49	+15%	$5.3B
17	17 Olin OLN $1.71B	346	+34	+11%	$5.3B
18	18 Woodward WWD $19.4B	306	+46	+18%	$3.49B
19	19 BWX Technologies BWXT $12.3B	301	+29	+11%	$5.69B
20	20 Teledyne Technologies TDY $28.2B	291	+33	+13%	$5.47B
21	21 Curtiss-Wright CW $18.5B	275	+37	+16%	$4.23B
22	22 COPT Defense Properties CDP $3.77B	272	+32	+13%	$3.1B
23	23 Booz Allen Hamilton BAH $8.64B	269	+27	+11%	$5.18B
24	24 CACI CACI $13.3B	265	+28	+12%	$2.99B
25	25 HEICO Corp HEI $41.7B	260	+24	+10%	$2.2B