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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	2,415	+191	+9%	$119B
2	2 Honeywell HON $66.1B	2,353	+172	+8%	$107B
3	3 Lockheed Martin LMT $122B	2,315	+185	+9%	$95.2B
4	4 Boeing BA $148B	2,132	+303	+17%	$66.8B
5	5 General Dynamics GD $90.9B	1,576	+139	+10%	$58.3B
6	6 GE Aerospace GE $322B	1,573	+145	+10%	$64.2B
7	7 Northrop Grumman NOC $70.7B	1,503	+128	+9%	$69.5B
8	8 L3Harris LHX $44.8B	1,247	+64	+5%	$32.2B
9	9 Parker-Hannifin PH $120B	1,032	+71	+7%	$30.6B
10	10 Palantir PLTR $481B	806	0	0%	$4.35B
11	11 TransDigm Group TDG $62.4B	702	+55	+9%	$32.8B
12	12 Booz Allen Hamilton BAH $8.8B	634	+66	+12%	$12.5B
13	13 Teledyne Technologies TDY $28.4B	594	+31	+6%	$17.1B
14	14 Leidos LDOS $15.4B	590	+51	+9%	$10.8B
15	15 Textron TXT $12.9B	564	+56	+11%	$12.1B
16	16 Huntington Ingalls Industries HII $10.4B	558	+27	+5%	$7.92B
17	17 Olin OLN $1.77B	471	+16	+4%	$5.9B
18	18 HEICO Corp HEI $42.9B	449	+11	+3%	$5.79B
19	19 CACI CACI $13.4B	435	+35	+9%	$5.98B
20	20 HEICO Corp Class A HEI.A $32.1B	394	+28	+8%	$9.43B
21	21 Curtiss-Wright CW $18.3B	381	+44	+13%	$5.24B
22	22 Oshkosh OSK $7.92B	381	+12	+3%	$5.11B
23	23 Saic SAIC $5.57B	377	+49	+15%	$4.54B
24	24 Fluor FLR $6.28B	374	+53	+17%	$4.66B
25	25 Hexcel HXL $6.77B	368	-8	-2%	$4.84B