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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	2,124	+64	+3%	$147B
2	2 RTX Corp RTX $251B	1,881	+10	+0.5%	$91.1B
3	3 Honeywell HON $65.8B	1,860	+54	+3%	$87.9B
4	4 GE Aerospace GE $319B	1,839	-44	-2%	$51.4B
5	5 Lockheed Martin LMT $121B	1,542	+42	+3%	$66.2B
6	6 General Dynamics GD $90.5B	1,092	+30	+3%	$42.5B
7	7 Northrop Grumman NOC $70.4B	1,038	+52	+5%	$38B
8	8 L3Harris LHX $44.2B	731	+45	+7%	$18.5B
9	9 Parker-Hannifin PH $121B	702	+17	+2%	$17.9B
10	10 TransDigm Group TDG $61.3B	537	+49	+10%	$24.1B
11	11 Huntington Ingalls Industries HII $10.4B	508	+19	+4%	$7.37B
12	12 Textron TXT $12.7B	499	+5	+1%	$9.91B
13	13 Fluor FLR $6.37B	468	+8	+2%	$4.62B
14	14 Hexcel HXL $6.64B	424	+36	+9%	$5.51B
15	15 Leidos LDOS $15.1B	422	+3	+0.7%	$7B
16	16 Oshkosh OSK $7.88B	410	+17	+4%	$4.73B
17	17 Booz Allen Hamilton BAH $8.64B	387	+15	+4%	$7.78B
18	18 Teledyne Technologies TDY $28.2B	343	+34	+11%	$7.33B
19	19 HEICO Corp HEI $41.7B	341	+15	+5%	$3.2B
20	20 Olin OLN $1.71B	339	+11	+3%	$3.55B
21	21 CACI CACI $13.3B	332	-6	-2%	$4.12B
22	22 Woodward WWD $19.4B	327	+39	+14%	$4.46B
23	23 Curtiss-Wright CW $18.5B	313	+26	+9%	$3.78B
24	24 Saic SAIC $5.51B	298	+42	+16%	$3.51B
25	25 NewMarket NEU $8.19B	269	+23	+9%	$2.69B