← All themes

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	2,224	-65	-3%	$96.4B
2	2 Honeywell HON $65.8B	2,181	-29	-1%	$83.6B
3	3 Lockheed Martin LMT $121B	2,130	-49	-2%	$76.4B
4	4 Boeing BA $146B	1,829	-73	-4%	$41.3B
5	5 General Dynamics GD $90.5B	1,437	-40	-3%	$50B
6	6 GE Aerospace GE $319B	1,428	-44	-3%	$48B
7	7 Northrop Grumman NOC $70.4B	1,375	-5	-0.4%	$61.1B
8	8 L3Harris LHX $44.2B	1,183	-18	-1%	$32.8B
9	9 Parker-Hannifin PH $121B	961	+43	+5%	$25.9B
10	10 Palantir PLTR $483B	806	0	0%	$5.45B
11	11 TransDigm Group TDG $61.3B	647	-9	-1%	$27.5B
12	12 Booz Allen Hamilton BAH $8.64B	568	+29	+5%	$11.3B
13	13 Teledyne Technologies TDY $28.2B	563	-28	-5%	$14.6B
14	14 Leidos LDOS $15.1B	539	+11	+2%	$9.2B
15	15 Huntington Ingalls Industries HII $10.4B	531	+27	+5%	$7.67B
16	16 Textron TXT $12.7B	508	+4	+0.8%	$10.3B
17	17 Olin OLN $1.71B	455	-27	-6%	$5.23B
18	18 HEICO Corp HEI $41.7B	438	+20	+5%	$5.35B
19	19 CACI CACI $13.3B	400	+7	+2%	$5.4B
20	20 Hexcel HXL $6.64B	376	-5	-1%	$4.3B
21	21 Oshkosh OSK $7.88B	369	-37	-9%	$4.21B
22	22 HEICO Corp Class A HEI.A $31.4B	366	+5	+1%	$8.93B
23	23 Curtiss-Wright CW $18.5B	337	+1	+0.3%	$4.59B
24	24 KBR KBR $4.44B	337	-1	-0.3%	$6.23B
25	25 Saic SAIC $5.51B	328	-16	-5%	$3.74B