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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	2,064	-39	-2%	$147B
2	2 RTX Corp RTX $251B	1,923	+17	+0.9%	$96.7B
3	3 Honeywell HON $65.8B	1,873	-24	-1%	$91.6B
4	4 GE Aerospace GE $319B	1,760	-47	-3%	$47.8B
5	5 Lockheed Martin LMT $121B	1,687	+71	+4%	$86.5B
6	6 Northrop Grumman NOC $70.4B	1,102	+54	+5%	$52.3B
7	7 General Dynamics GD $90.5B	1,085	+31	+3%	$45.8B
8	8 L3Harris LHX $44.2B	1,003	+327	+48%	$38.6B
9	9 Parker-Hannifin PH $121B	701	-23	-3%	$18.9B
10	10 TransDigm Group TDG $61.3B	549	+33	+6%	$27.6B
11	11 Leidos LDOS $15.1B	493	+24	+5%	$9.18B
12	12 Huntington Ingalls Industries HII $10.4B	469	-11	-2%	$7.59B
13	13 Hexcel HXL $6.64B	445	+23	+5%	$6.76B
14	14 Textron TXT $12.7B	440	-39	-8%	$9.45B
15	15 HEICO Corp HEI $41.7B	430	+23	+6%	$4.42B
16	16 Booz Allen Hamilton BAH $8.64B	428	+21	+5%	$9.15B
17	17 Teledyne Technologies TDY $28.2B	391	+38	+11%	$10.1B
18	18 Oshkosh OSK $7.88B	386	-22	-5%	$4.71B
19	19 Woodward WWD $19.4B	360	-3	-0.8%	$5.01B
20	20 CACI CACI $13.3B	356	-11	-3%	$5.1B
21	21 Fluor FLR $6.37B	343	-65	-16%	$2.18B
22	22 Curtiss-Wright CW $18.5B	313	-2	-0.6%	$4.33B
23	23 Olin OLN $1.71B	311	-11	-3%	$2.74B
24	24 Saic SAIC $5.51B	305	-2	-0.7%	$3.95B
25	25 NewMarket NEU $8.19B	295	+26	+10%	$2.9B