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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	2,316	+146	+7%	$107B
2	2 RTX Corp RTX $251B	2,188	+142	+7%	$102B
3	3 Boeing BA $146B	2,183	+127	+6%	$64.5B
4	4 Lockheed Martin LMT $121B	2,059	+139	+7%	$71.5B
5	5 GE Aerospace GE $319B	1,701	+99	+6%	$70.4B
6	6 General Dynamics GD $90.5B	1,415	+112	+9%	$49.7B
7	7 Northrop Grumman NOC $70.4B	1,250	+51	+4%	$50.5B
8	8 L3Harris LHX $44.2B	1,208	+62	+5%	$33B
9	9 Parker-Hannifin PH $121B	980	+89	+10%	$33.1B
10	10 Palantir PLTR $483B	829	+24	+3%	$12.1B
11	11 TransDigm Group TDG $61.3B	658	+30	+5%	$33.3B
12	12 Teledyne Technologies TDY $28.2B	610	+34	+6%	$17.9B
13	13 Textron TXT $12.7B	552	+54	+11%	$14.4B
14	14 Leidos LDOS $15.1B	520	+16	+3%	$9.6B
15	15 Booz Allen Hamilton BAH $8.64B	513	+32	+7%	$10.3B
16	16 Huntington Ingalls Industries HII $10.4B	507	+21	+4%	$6.37B
17	17 Olin OLN $1.71B	462	+74	+19%	$7.68B
18	18 Oshkosh OSK $7.88B	447	+8	+2%	$7.05B
19	19 HEICO Corp HEI $41.7B	415	+14	+3%	$5.22B
20	20 CACI CACI $13.3B	409	+24	+6%	$5.47B
21	21 Hexcel HXL $6.64B	376	+1	+0.3%	$4.23B
22	22 HEICO Corp Class A HEI.A $31.4B	363	+37	+11%	$8.6B
23	23 Saic SAIC $5.51B	356	+33	+10%	$3.65B
24	24 Curtiss-Wright CW $18.5B	340	+40	+13%	$4.32B
25	25 Woodward WWD $19.4B	339	+6	+2%	$5.54B