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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 RTX Corp RTX $251B	2,294	+106	+5%	$118B
2	2 Honeywell HON $65.8B	2,284	-32	-1%	$98.2B
3	3 Lockheed Martin LMT $121B	2,176	+117	+6%	$88.2B
4	4 Boeing BA $146B	2,149	-34	-2%	$62.5B
5	5 GE Aerospace GE $319B	1,563	-138	-8%	$69B
6	6 General Dynamics GD $90.5B	1,474	+59	+4%	$57.3B
7	7 Northrop Grumman NOC $70.4B	1,357	+107	+9%	$57.5B
8	8 L3Harris LHX $44.2B	1,235	+27	+2%	$39.4B
9	9 Parker-Hannifin PH $121B	982	+2	+0.2%	$29.9B
10	10 Palantir PLTR $483B	830	+1	+0.1%	$8.64B
11	11 TransDigm Group TDG $61.3B	682	+24	+4%	$33.7B
12	12 Teledyne Technologies TDY $28.2B	622	+12	+2%	$19.7B
13	13 Huntington Ingalls Industries HII $10.4B	527	+20	+4%	$6.89B
14	14 Leidos LDOS $15.1B	527	+7	+1%	$11.8B
15	15 Textron TXT $12.7B	521	-31	-6%	$13.9B
16	16 Booz Allen Hamilton BAH $8.64B	507	-6	-1%	$10.5B
17	17 Olin OLN $1.71B	476	+14	+3%	$6.7B
18	18 Oshkosh OSK $7.88B	444	-3	-0.7%	$6.24B
19	19 HEICO Corp HEI $41.7B	436	+21	+5%	$5.81B
20	20 CACI CACI $13.3B	403	-6	-1%	$8.39B
21	21 Hexcel HXL $6.64B	375	-1	-0.3%	$4.93B
22	22 HEICO Corp Class A HEI.A $31.4B	370	+7	+2%	$9.42B
23	23 Saic SAIC $5.51B	365	+9	+3%	$3.95B
24	24 Fluor FLR $6.37B	360	+45	+14%	$3.7B
25	25 Curtiss-Wright CW $18.5B	352	+12	+4%	$4.75B