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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	1,986	-120	-6%	$64.5B
2	2 Boeing BA $146B	1,889	+39	+2%	$134B
3	3 RTX Corp RTX $251B	1,752	+13	+0.7%	$83.5B
4	4 Honeywell HON $65.8B	1,717	+3	+0.2%	$80.6B
5	5 Lockheed Martin LMT $121B	1,460	+12	+0.8%	$75.2B
6	6 General Dynamics GD $90.5B	1,183	+33	+3%	$56.5B
7	7 Northrop Grumman NOC $70.4B	1,052	+12	+1%	$49.5B
8	8 Parker-Hannifin PH $121B	726	+11	+2%	$18.7B
9	9 L3Harris LHX $44.2B	699	+3	+0.4%	$16.7B
10	10 Huntington Ingalls Industries HII $10.4B	524	+26	+5%	$10B
11	11 Fluor FLR $6.37B	495	+11	+2%	$7.18B
12	12 Leidos LDOS $15.1B	462	+26	+6%	$7.35B
13	13 Textron TXT $12.7B	459	-4	-0.9%	$12.8B
14	14 TransDigm Group TDG $61.3B	456	+22	+5%	$17.3B
15	15 Hexcel HXL $6.64B	395	+15	+4%	$5.53B
16	16 Oshkosh OSK $7.88B	378	-15	-4%	$5.22B
17	17 Olin OLN $1.71B	335	-11	-3%	$4.41B
18	18 Teledyne Technologies TDY $28.2B	305	+14	+5%	$5.67B
19	19 Woodward WWD $19.4B	299	-7	-2%	$3.28B
20	20 CACI CACI $13.3B	291	+26	+10%	$3.42B
21	21 Booz Allen Hamilton BAH $8.64B	290	+21	+8%	$5.21B
22	22 BWX Technologies BWXT $12.3B	289	-12	-4%	$6.08B
23	23 Curtiss-Wright CW $18.5B	286	+11	+4%	$4.69B
24	24 Saic SAIC $5.51B	270	+14	+5%	$2.2B
25	25 HEICO Corp HEI $41.7B	267	+7	+3%	$2.62B