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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	2,060	+131	+7%	$128B
2	2 GE Aerospace GE $319B	1,883	-6	-0.3%	$38.1B
3	3 RTX Corp RTX $251B	1,871	+73	+4%	$74.6B
4	4 Honeywell HON $65.8B	1,806	+66	+4%	$73B
5	5 Lockheed Martin LMT $121B	1,500	+33	+2%	$58B
6	6 General Dynamics GD $90.5B	1,062	-46	-4%	$39.7B
7	7 Northrop Grumman NOC $70.4B	986	-31	-3%	$35B
8	8 L3Harris LHX $44.2B	686	-34	-5%	$14.6B
9	9 Parker-Hannifin PH $121B	685	-15	-2%	$15.7B
10	10 Textron TXT $12.7B	494	-21	-4%	$9.03B
11	11 Huntington Ingalls Industries HII $10.4B	489	-10	-2%	$6.78B
12	12 TransDigm Group TDG $61.3B	488	-27	-5%	$18.5B
13	13 Fluor FLR $6.37B	460	-34	-7%	$3.97B
14	14 Leidos LDOS $15.1B	419	-8	-2%	$5.83B
15	15 Oshkosh OSK $7.88B	393	+14	+4%	$3.83B
16	16 Hexcel HXL $6.64B	388	-18	-4%	$4.62B
17	17 Booz Allen Hamilton BAH $8.64B	372	+40	+12%	$6.01B
18	18 CACI CACI $13.3B	338	+11	+3%	$3.24B
19	19 Olin OLN $1.71B	328	+7	+2%	$2.9B
20	20 HEICO Corp HEI $41.7B	326	-4	-1%	$2.69B
21	21 Teledyne Technologies TDY $28.2B	309	-22	-7%	$6.37B
22	22 Woodward WWD $19.4B	288	-9	-3%	$3.46B
23	23 Curtiss-Wright CW $18.5B	287	-20	-7%	$3.38B
24	24 COPT Defense Properties CDP $3.77B	256	-4	-2%	$2.23B
25	25 Saic SAIC $5.51B	256	-23	-8%	$1.88B