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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 $149B	2,179	+115	+6%	$124B
2	2 RTX Corp RTX $252B	2,105	+182	+9%	$106B
3	3 Honeywell HON $66.7B	2,027	+154	+8%	$96.2B
4	4 GE Aerospace GE $324B	1,839	+79	+4%	$61.1B
5	5 Lockheed Martin LMT $123B	1,819	+132	+8%	$87.1B
6	6 Northrop Grumman NOC $71B	1,198	+96	+9%	$47.8B
7	7 General Dynamics GD $91.2B	1,157	+72	+7%	$44.2B
8	8 L3Harris LHX $44.8B	1,092	+89	+9%	$36.5B
9	9 Parker-Hannifin PH $121B	780	+79	+11%	$21.5B
10	10 TransDigm Group TDG $62.7B	581	+32	+6%	$29.9B
11	11 Leidos LDOS $15.6B	547	+54	+11%	$10.7B
12	12 Huntington Ingalls Industries HII $10.5B	519	+50	+11%	$8.97B
13	13 Booz Allen Hamilton BAH $8.96B	480	+52	+12%	$9.23B
14	14 Textron TXT $12.9B	462	+22	+5%	$8.53B
15	15 Hexcel HXL $6.8B	457	+12	+3%	$6.11B
16	16 HEICO Corp HEI $43.1B	453	+23	+5%	$4.03B
17	17 Teledyne Technologies TDY $28.7B	452	+61	+16%	$10.8B
18	18 Oshkosh OSK $7.95B	411	+25	+6%	$5.92B
19	19 CACI CACI $13.5B	378	+22	+6%	$5.5B
20	20 Woodward WWD $19.7B	359	-1	-0.3%	$5.65B
21	21 Fluor FLR $6.38B	338	-5	-1%	$2.13B
22	22 Curtiss-Wright CW $18.5B	337	+24	+8%	$4.74B
23	23 HEICO Corp Class A HEI.A $32.3B	308	+18	+6%	$5.82B
24	24 Saic SAIC $5.59B	308	+3	+1%	$3.9B
25	25 Olin OLN $1.77B	303	-8	-3%	$2.41B