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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 Honeywell HON $65.8B	1,874	-153	-8%	$71.8B
2	2 GE Aerospace GE $319B	1,827	-12	-0.7%	$43.7B
3	3 Boeing BA $146B	1,757	-422	-19%	$51.9B
4	4 Lockheed Martin LMT $121B	1,741	-78	-4%	$74.3B
5	5 RTX Corp RTX $251B	1,688	-417	-20%	$64.9B
6	6 Northrop Grumman NOC $70.4B	1,139	-59	-5%	$42.3B
7	7 General Dynamics GD $90.5B	1,091	-66	-6%	$32.8B
8	8 L3Harris LHX $44.2B	1,075	-17	-2%	$33.4B
9	9 Parker-Hannifin PH $121B	688	-92	-12%	$13.4B
10	10 Leidos LDOS $15.1B	568	+21	+4%	$9.95B
11	11 TransDigm Group TDG $61.3B	521	-60	-10%	$17.5B
12	12 Huntington Ingalls Industries HII $10.4B	502	-17	-3%	$6.48B
13	13 Booz Allen Hamilton BAH $8.64B	478	-2	-0.4%	$8.76B
14	14 Teledyne Technologies TDY $28.2B	432	-20	-4%	$9.33B
15	15 Textron TXT $12.7B	417	-45	-10%	$5.03B
16	16 HEICO Corp HEI $41.7B	396	-57	-13%	$2.72B
17	17 Hexcel HXL $6.64B	392	-65	-14%	$2.98B
18	18 CACI CACI $13.3B	377	-1	-0.3%	$4.67B
19	19 Oshkosh OSK $7.88B	364	-47	-11%	$4.14B
20	20 Woodward WWD $19.4B	333	-26	-7%	$3.2B
21	21 Saic SAIC $5.51B	322	+14	+5%	$3.32B
22	22 Curtiss-Wright CW $18.5B	308	-29	-9%	$3.11B
23	23 HEICO Corp Class A HEI.A $31.4B	293	-15	-5%	$4.28B
24	24 Fluor FLR $6.37B	287	-51	-15%	$685M
25	25 BWX Technologies BWXT $12.3B	275	-15	-5%	$4.7B