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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 $66.8B	2,204	+7	+0.3%	$115B
2	2 Boeing BA $149B	2,118	+2	+0.1%	$75.3B
3	3 RTX Corp RTX $252B	2,078	-1	-0%	$103B
4	4 Lockheed Martin LMT $123B	1,982	+30	+2%	$78.1B
5	5 GE Aerospace GE $324B	1,852	-50	-3%	$76.6B
6	6 General Dynamics GD $91.2B	1,288	+31	+2%	$45.3B
7	7 Northrop Grumman NOC $71.1B	1,227	+39	+3%	$47.6B
8	8 L3Harris LHX $45B	1,154	+10	+0.9%	$35.4B
9	9 Parker-Hannifin PH $121B	940	+14	+2%	$32.2B
10	10 Palantir PLTR $482B	766	+138	+22%	$11.5B
11	11 TransDigm Group TDG $62.8B	612	+4	+0.7%	$34.7B
12	12 Teledyne Technologies TDY $28.7B	581	+94	+19%	$17.1B
13	13 Leidos LDOS $15.5B	527	+8	+2%	$11B
14	14 Huntington Ingalls Industries HII $10.5B	511	+1	+0.2%	$7.25B
15	15 Booz Allen Hamilton BAH $8.95B	501	-23	-4%	$10.5B
16	16 Textron TXT $12.9B	471	+37	+9%	$13.2B
17	17 Oshkosh OSK $7.95B	452	+23	+5%	$7.63B
18	18 HEICO Corp HEI $43.1B	424	-3	-0.7%	$4.83B
19	19 CACI CACI $13.5B	392	+4	+1%	$5.36B
20	20 Hexcel HXL $6.78B	376	+2	+0.5%	$5.33B
21	21 Olin OLN $1.78B	360	+42	+13%	$6.36B
22	22 Saic SAIC $5.59B	342	-8	-2%	$3.89B
23	23 HEICO Corp Class A HEI.A $32.3B	341	+15	+5%	$8.3B
24	24 Woodward WWD $19.7B	341	+3	+0.9%	$6.26B
25	25 Curtiss-Wright CW $18.5B	310	+1	+0.3%	$3.98B