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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	2,103	-21	-1%	$140B
2	2 RTX Corp RTX $251B	1,906	+25	+1%	$92B
3	3 Honeywell HON $65.8B	1,897	+37	+2%	$95.6B
4	4 GE Aerospace GE $319B	1,807	-32	-2%	$55.2B
5	5 Lockheed Martin LMT $121B	1,616	+74	+5%	$80.6B
6	6 General Dynamics GD $90.5B	1,054	-38	-3%	$45.4B
7	7 Northrop Grumman NOC $70.4B	1,048	+10	+1%	$45.4B
8	8 Parker-Hannifin PH $121B	724	+22	+3%	$18.1B
9	9 L3Harris LHX $44.2B	676	-55	-8%	$22.4B
10	10 TransDigm Group TDG $61.3B	516	-21	-4%	$25.9B
11	11 Huntington Ingalls Industries HII $10.4B	480	-28	-6%	$8.11B
12	12 Textron TXT $12.7B	479	-20	-4%	$10.1B
13	13 Leidos LDOS $15.1B	469	+47	+11%	$8.74B
14	14 Hexcel HXL $6.64B	422	-2	-0.5%	$6.67B
15	15 Fluor FLR $6.37B	408	-60	-13%	$4.23B
16	16 Oshkosh OSK $7.88B	408	-2	-0.5%	$5.24B
17	17 Booz Allen Hamilton BAH $8.64B	407	+20	+5%	$8.61B
18	18 HEICO Corp HEI $41.7B	407	+66	+19%	$4.65B
19	19 CACI CACI $13.3B	367	+35	+11%	$4.49B
20	20 Woodward WWD $19.4B	363	+36	+11%	$5.28B
21	21 Teledyne Technologies TDY $28.2B	353	+10	+3%	$8.55B
22	22 Olin OLN $1.71B	322	-17	-5%	$3.32B
23	23 Curtiss-Wright CW $18.5B	315	+2	+0.6%	$4.32B
24	24 Saic SAIC $5.51B	307	+9	+3%	$4.09B
25	25 HEICO Corp Class A HEI.A $31.4B	281	+48	+21%	$6.66B