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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	1,942	+22	+1%	$87.9B
2	2 RTX Corp RTX $251B	1,854	-1	-0.1%	$66.9B
3	3 Lockheed Martin LMT $121B	1,837	+17	+0.9%	$82.6B
4	4 Boeing BA $146B	1,737	-71	-4%	$48B
5	5 GE Aerospace GE $319B	1,728	-64	-4%	$33.2B
6	6 Northrop Grumman NOC $70.4B	1,141	+4	+0.4%	$43.5B
7	7 General Dynamics GD $90.5B	1,129	-26	-2%	$34.3B
8	8 L3Harris LHX $44.2B	1,042	-58	-5%	$29.1B
9	9 Parker-Hannifin PH $121B	792	+52	+7%	$20.7B
10	10 TransDigm Group TDG $61.3B	553	+20	+4%	$25.3B
11	11 Leidos LDOS $15.1B	552	-42	-7%	$9.56B
12	12 Booz Allen Hamilton BAH $8.64B	502	+20	+4%	$10.4B
13	13 Huntington Ingalls Industries HII $10.4B	461	-38	-8%	$4.72B
14	14 Teledyne Technologies TDY $28.2B	440	-5	-1%	$9.88B
15	15 Textron TXT $12.7B	405	+1	+0.2%	$7.06B
16	16 HEICO Corp HEI $41.7B	397	+3	+0.8%	$3.75B
17	17 CACI CACI $13.3B	377	-23	-6%	$4.67B
18	18 Oshkosh OSK $7.88B	361	-6	-2%	$4.64B
19	19 Hexcel HXL $6.64B	349	-14	-4%	$2.75B
20	20 Saic SAIC $5.51B	340	-5	-1%	$3.57B
21	21 Curtiss-Wright CW $18.5B	315	+4	+1%	$3.1B
22	22 Woodward WWD $19.4B	308	-4	-1%	$4.09B
23	23 HEICO Corp Class A HEI.A $31.4B	301	-12	-4%	$5.94B
24	24 BWX Technologies BWXT $12.3B	279	-14	-5%	$5.23B
25	25 Mercury Systems MRCY $4.61B	277	-13	-4%	$4.18B