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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 Boeing BA $146B	1,929	+6	+0.3%	$147B
2	2 GE Aerospace GE $319B	1,889	-50	-3%	$54.5B
3	3 RTX Corp RTX $251B	1,798	+40	+2%	$93.8B
4	4 Honeywell HON $65.8B	1,740	+14	+0.8%	$88B
5	5 Lockheed Martin LMT $121B	1,467	+17	+1%	$76.6B
6	6 General Dynamics GD $90.5B	1,108	-22	-2%	$52.4B
7	7 Northrop Grumman NOC $70.4B	1,017	-30	-3%	$45.4B
8	8 L3Harris LHX $44.2B	720	+6	+0.8%	$17.1B
9	9 Parker-Hannifin PH $121B	700	+23	+3%	$19.8B
10	10 TransDigm Group TDG $61.3B	515	+30	+6%	$20.1B
11	11 Textron TXT $12.7B	515	+25	+5%	$14.5B
12	12 Huntington Ingalls Industries HII $10.4B	499	+8	+2%	$9.38B
13	13 Fluor FLR $6.37B	494	+15	+3%	$7.2B
14	14 Leidos LDOS $15.1B	427	0	0%	$7.63B
15	15 Hexcel HXL $6.64B	406	+13	+3%	$5.77B
16	16 Oshkosh OSK $7.88B	379	-2	-0.5%	$4.64B
17	17 Booz Allen Hamilton BAH $8.64B	332	+19	+6%	$6.66B
18	18 Teledyne Technologies TDY $28.2B	331	+11	+3%	$7.61B
19	19 HEICO Corp HEI $41.7B	330	+40	+14%	$3.27B
20	20 CACI CACI $13.3B	327	+15	+5%	$4.18B
21	21 Olin OLN $1.71B	321	+7	+2%	$3.78B
22	22 Curtiss-Wright CW $18.5B	307	+10	+3%	$4.63B
23	23 Woodward WWD $19.4B	297	+8	+3%	$3.73B
24	24 Saic SAIC $5.51B	279	+4	+1%	$2.36B
25	25 BWX Technologies BWXT $12.3B	275	-22	-7%	$5.97B