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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	1,939	-47	-2%	$64.9B
2	2 Boeing BA $146B	1,923	+34	+2%	$134B
3	3 RTX Corp RTX $251B	1,758	+6	+0.3%	$83B
4	4 Honeywell HON $65.8B	1,726	+9	+0.5%	$80.1B
5	5 Lockheed Martin LMT $121B	1,450	-10	-0.7%	$65.7B
6	6 General Dynamics GD $90.5B	1,130	-53	-4%	$47.4B
7	7 Northrop Grumman NOC $70.4B	1,047	-5	-0.5%	$43.5B
8	8 L3Harris LHX $44.2B	714	+15	+2%	$14.7B
9	9 Parker-Hannifin PH $121B	677	-49	-7%	$16.8B
10	10 Huntington Ingalls Industries HII $10.4B	491	-33	-6%	$8.07B
11	11 Textron TXT $12.7B	490	+31	+7%	$13.6B
12	12 TransDigm Group TDG $61.3B	485	+29	+6%	$19.1B
13	13 Fluor FLR $6.37B	479	-16	-3%	$6.09B
14	14 Leidos LDOS $15.1B	427	-35	-8%	$6.55B
15	15 Hexcel HXL $6.64B	393	-2	-0.5%	$5.71B
16	16 Oshkosh OSK $7.88B	381	+3	+0.8%	$4.64B
17	17 Teledyne Technologies TDY $28.2B	320	+15	+5%	$6.05B
18	18 Olin OLN $1.71B	314	-21	-6%	$4.26B
19	19 Booz Allen Hamilton BAH $8.64B	313	+23	+8%	$5.84B
20	20 CACI CACI $13.3B	312	+21	+7%	$3.75B
21	21 BWX Technologies BWXT $12.3B	297	+8	+3%	$5.92B
22	22 Curtiss-Wright CW $18.5B	297	+11	+4%	$4.02B
23	23 HEICO Corp HEI $41.7B	290	+23	+9%	$2.66B
24	24 Woodward WWD $19.4B	289	-10	-3%	$3.55B
25	25 Saic SAIC $5.51B	275	+5	+2%	$2.23B