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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	2,197	+26	+1%	$115B
2	2 Boeing BA $146B	2,116	+76	+4%	$80.3B
3	3 RTX Corp RTX $251B	2,079	+54	+3%	$93B
4	4 Lockheed Martin LMT $121B	1,952	+10	+0.5%	$77.7B
5	5 GE Aerospace GE $319B	1,902	+7	+0.4%	$73.9B
6	6 General Dynamics GD $90.5B	1,257	+31	+3%	$44.5B
7	7 Northrop Grumman NOC $70.4B	1,188	+20	+2%	$43.4B
8	8 L3Harris LHX $44.2B	1,144	+10	+0.9%	$33.6B
9	9 Parker-Hannifin PH $121B	926	+24	+3%	$33B
10	10 Palantir PLTR $483B	628	+209	+50%	$6.68B
11	11 TransDigm Group TDG $61.3B	608	-2	-0.3%	$31.1B
12	12 Booz Allen Hamilton BAH $8.64B	524	+4	+0.8%	$9.86B
13	13 Leidos LDOS $15.1B	519	-54	-9%	$10.5B
14	14 Huntington Ingalls Industries HII $10.4B	510	+20	+4%	$7.12B
15	15 Teledyne Technologies TDY $28.2B	487	+25	+5%	$14.4B
16	16 Textron TXT $12.7B	434	-13	-3%	$10.7B
17	17 Oshkosh OSK $7.88B	429	+28	+7%	$7.25B
18	18 HEICO Corp HEI $41.7B	427	+6	+1%	$4.34B
19	19 CACI CACI $13.3B	388	-3	-0.8%	$5.31B
20	20 Hexcel HXL $6.64B	374	-5	-1%	$4.69B
21	21 Saic SAIC $5.51B	350	-31	-8%	$3.72B
22	22 Woodward WWD $19.4B	338	-2	-0.6%	$6.12B
23	23 HEICO Corp Class A HEI.A $31.4B	326	-14	-4%	$7.61B
24	24 Olin OLN $1.71B	318	+29	+10%	$5.16B
25	25 Curtiss-Wright CW $18.5B	309	-11	-3%	$4B