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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	2,289	-5	-0.2%	$114B
2	2 Honeywell HON $65.8B	2,210	-74	-3%	$87.1B
3	3 Lockheed Martin LMT $121B	2,179	+3	+0.1%	$85.6B
4	4 Boeing BA $146B	1,902	-247	-11%	$46.7B
5	5 General Dynamics GD $90.5B	1,477	+3	+0.2%	$52.6B
6	6 GE Aerospace GE $319B	1,472	-91	-6%	$48.9B
7	7 Northrop Grumman NOC $70.4B	1,380	+23	+2%	$61.8B
8	8 L3Harris LHX $44.2B	1,201	-34	-3%	$38.4B
9	9 Parker-Hannifin PH $121B	918	-64	-7%	$26.3B
10	10 Palantir PLTR $483B	806	-24	-3%	$5.8B
11	11 TransDigm Group TDG $61.3B	656	-26	-4%	$27.7B
12	12 Teledyne Technologies TDY $28.2B	591	-31	-5%	$15.9B
13	13 Booz Allen Hamilton BAH $8.64B	539	+32	+6%	$10.9B
14	14 Leidos LDOS $15.1B	528	+1	+0.2%	$10.5B
15	15 Huntington Ingalls Industries HII $10.4B	504	-23	-4%	$7.67B
16	16 Textron TXT $12.7B	504	-17	-3%	$11.3B
17	17 Olin OLN $1.71B	482	+6	+1%	$5.94B
18	18 HEICO Corp HEI $41.7B	418	-18	-4%	$4.85B
19	19 Oshkosh OSK $7.88B	406	-38	-9%	$4.92B
20	20 CACI CACI $13.3B	393	-10	-2%	$5.86B
21	21 Hexcel HXL $6.64B	381	+6	+2%	$4.28B
22	22 HEICO Corp Class A HEI.A $31.4B	361	-9	-2%	$8.61B
23	23 Saic SAIC $5.51B	344	-21	-6%	$3.92B
24	24 Fluor FLR $6.37B	343	-17	-5%	$3.21B
25	25 KBR KBR $4.44B	338	+19	+6%	$7.07B