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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 $66B	2,171	+229	+12%	$113B
2	2 Boeing BA $146B	2,040	+303	+17%	$66.9B
3	3 RTX Corp RTX $252B	2,025	+171	+9%	$84.6B
4	4 Lockheed Martin LMT $122B	1,942	+105	+6%	$76.1B
5	5 GE Aerospace GE $318B	1,895	+167	+10%	$59.3B
6	6 General Dynamics GD $91.3B	1,226	+97	+9%	$36.7B
7	7 Northrop Grumman NOC $71.7B	1,168	+27	+2%	$41.8B
8	8 L3Harris LHX $44.7B	1,134	+92	+9%	$31.8B
9	9 Parker-Hannifin PH $120B	902	+110	+14%	$28.2B
10	10 TransDigm Group TDG $61.8B	610	+57	+10%	$32.6B
11	11 Leidos LDOS $15.5B	573	+21	+4%	$11.5B
12	12 Booz Allen Hamilton BAH $8.83B	520	+18	+4%	$10.9B
13	13 Huntington Ingalls Industries HII $10.5B	490	+29	+6%	$5.76B
14	14 Teledyne Technologies TDY $28B	462	+22	+5%	$12.7B
15	15 Textron TXT $12.8B	447	+42	+10%	$9.35B
16	16 HEICO Corp HEI $42.1B	421	+24	+6%	$4.6B
17	17 Palantir PLTR $468B	419	+254	+154%	$7.71B
18	18 Oshkosh OSK $7.93B	401	+40	+11%	$5.4B
19	19 CACI CACI $13.5B	391	+14	+4%	$5.47B
20	20 Saic SAIC $5.6B	381	+41	+12%	$4.21B
21	21 Hexcel HXL $6.64B	379	+30	+9%	$4B
22	22 HEICO Corp Class A HEI.A $31.6B	340	+39	+13%	$7.83B
23	23 Woodward WWD $19.1B	340	+32	+10%	$6.27B
24	24 Curtiss-Wright CW $18.2B	320	+5	+2%	$3.91B
25	25 Olin OLN $1.73B	289	+22	+8%	$3.32B