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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	1,920	+46	+2%	$76.5B
2	2 RTX Corp RTX $251B	1,855	+167	+10%	$71.5B
3	3 Lockheed Martin LMT $121B	1,820	+79	+5%	$79.1B
4	4 Boeing BA $146B	1,808	+51	+3%	$54.4B
5	5 GE Aerospace GE $319B	1,792	-35	-2%	$36.3B
6	6 General Dynamics GD $90.5B	1,155	+64	+6%	$36.9B
7	7 Northrop Grumman NOC $70.4B	1,137	-2	-0.2%	$42.3B
8	8 L3Harris LHX $44.2B	1,100	+25	+2%	$30.6B
9	9 Parker-Hannifin PH $121B	740	+52	+8%	$18.9B
10	10 Leidos LDOS $15.1B	594	+26	+5%	$10.1B
11	11 TransDigm Group TDG $61.3B	533	+12	+2%	$23.8B
12	12 Huntington Ingalls Industries HII $10.4B	499	-3	-0.6%	$6.05B
13	13 Booz Allen Hamilton BAH $8.64B	482	+4	+0.8%	$9.8B
14	14 Teledyne Technologies TDY $28.2B	445	+13	+3%	$10.1B
15	15 Textron TXT $12.7B	404	-13	-3%	$6.38B
16	16 CACI CACI $13.3B	400	+23	+6%	$4.76B
17	17 HEICO Corp HEI $41.7B	394	-2	-0.5%	$3.67B
18	18 Oshkosh OSK $7.88B	367	+3	+0.8%	$4.56B
19	19 Hexcel HXL $6.64B	363	-29	-7%	$3.86B
20	20 Saic SAIC $5.51B	345	+23	+7%	$3.49B
21	21 HEICO Corp Class A HEI.A $31.4B	313	+20	+7%	$5.42B
22	22 Woodward WWD $19.4B	312	-21	-6%	$3.98B
23	23 Curtiss-Wright CW $18.5B	311	+3	+1%	$2.96B
24	24 BWX Technologies BWXT $12.3B	293	+18	+7%	$5.27B
25	25 Mercury Systems MRCY $4.61B	290	+29	+11%	$4.25B