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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	2,170	-34	-2%	$109B
2	2 Boeing BA $146B	2,056	-62	-3%	$68.5B
3	3 RTX Corp RTX $251B	2,046	-32	-2%	$103B
4	4 Lockheed Martin LMT $121B	1,920	-62	-3%	$70.3B
5	5 GE Aerospace GE $319B	1,602	-250	-13%	$74.7B
6	6 General Dynamics GD $90.5B	1,303	+15	+1%	$46.9B
7	7 Northrop Grumman NOC $70.4B	1,199	-28	-2%	$46.9B
8	8 L3Harris LHX $44.2B	1,146	-8	-0.7%	$35.7B
9	9 Parker-Hannifin PH $121B	891	-49	-5%	$28.9B
10	10 Palantir PLTR $483B	805	+39	+5%	$14.9B
11	11 TransDigm Group TDG $61.3B	628	+16	+3%	$33.5B
12	12 Teledyne Technologies TDY $28.2B	576	-5	-0.9%	$17.6B
13	13 Leidos LDOS $15.1B	504	-23	-4%	$10.7B
14	14 Textron TXT $12.7B	498	+27	+6%	$13.2B
15	15 Huntington Ingalls Industries HII $10.4B	486	-25	-5%	$6.62B
16	16 Booz Allen Hamilton BAH $8.64B	481	-20	-4%	$9.6B
17	17 Oshkosh OSK $7.88B	439	-13	-3%	$6.35B
18	18 HEICO Corp HEI $41.7B	401	-23	-5%	$4.64B
19	19 Olin OLN $1.71B	388	+28	+8%	$6.58B
20	20 CACI CACI $13.3B	385	-7	-2%	$5.38B
21	21 Hexcel HXL $6.64B	375	-1	-0.3%	$5.04B
22	22 Woodward WWD $19.4B	333	-8	-2%	$5.76B
23	23 HEICO Corp Class A HEI.A $31.4B	326	-15	-4%	$7.89B
24	24 Saic SAIC $5.51B	323	-19	-6%	$3.86B
25	25 Curtiss-Wright CW $18.5B	300	-10	-3%	$4.26B