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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	2,418	+3	+0.1%	$115B
2	2 Honeywell HON $65.8B	2,302	-51	-2%	$95.9B
3	3 Lockheed Martin LMT $121B	2,279	-36	-2%	$90.1B
4	4 Boeing BA $146B	2,192	+60	+3%	$77.4B
5	5 GE Aerospace GE $319B	1,618	+45	+3%	$78.6B
6	6 General Dynamics GD $90.5B	1,544	-32	-2%	$54.3B
7	7 Northrop Grumman NOC $70.4B	1,414	-89	-6%	$57.5B
8	8 L3Harris LHX $44.2B	1,212	-35	-3%	$30.5B
9	9 Parker-Hannifin PH $121B	1,081	+49	+5%	$36B
10	10 Palantir PLTR $483B	810	+4	+0.5%	$5.69B
11	11 TransDigm Group TDG $61.3B	718	+16	+2%	$38.8B
12	12 Booz Allen Hamilton BAH $8.64B	615	-19	-3%	$11.1B
13	13 Teledyne Technologies TDY $28.2B	601	+7	+1%	$19.2B
14	14 Textron TXT $12.7B	568	+4	+0.7%	$12.5B
15	15 Leidos LDOS $15.1B	565	-25	-4%	$9.69B
16	16 Huntington Ingalls Industries HII $10.4B	557	-1	-0.2%	$7.19B
17	17 Olin OLN $1.71B	479	+8	+2%	$6.18B
18	18 HEICO Corp HEI $41.7B	458	+9	+2%	$6.54B
19	19 CACI CACI $13.3B	421	-14	-3%	$6.06B
20	20 Hexcel HXL $6.64B	406	+38	+10%	$5.72B
21	21 HEICO Corp Class A HEI.A $31.4B	396	+2	+0.5%	$9.95B
22	22 Oshkosh OSK $7.88B	389	+8	+2%	$4.93B
23	23 Curtiss-Wright CW $18.5B	387	+6	+2%	$5.58B
24	24 Saic SAIC $5.51B	367	-10	-3%	$4.47B
25	25 Fluor FLR $6.37B	365	-9	-2%	$4.27B