← 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 Honeywell HON $65.8B	2,310	-49	-2%	$90.8B
2	2 RTX Corp RTX $251B	2,290	-168	-7%	$82.9B
3	3 Lockheed Martin LMT $121B	2,263	-38	-2%	$74.9B
4	4 Boeing BA $146B	2,195	-34	-2%	$72.2B
5	5 GE Aerospace GE $319B	1,790	+53	+3%	$90.4B
6	6 General Dynamics GD $90.5B	1,515	-12	-0.8%	$52.2B
7	7 Northrop Grumman NOC $70.4B	1,364	-45	-3%	$54.5B
8	8 Parker-Hannifin PH $121B	1,178	+39	+3%	$41.1B
9	9 L3Harris LHX $44.2B	1,170	-14	-1%	$27.1B
10	10 Palantir PLTR $483B	915	+33	+4%	$13B
11	11 TransDigm Group TDG $61.3B	766	+23	+3%	$44.8B
12	12 Booz Allen Hamilton BAH $8.64B	630	+18	+3%	$13.2B
13	13 Teledyne Technologies TDY $28.2B	596	-22	-4%	$17.6B
14	14 Textron TXT $12.7B	572	+11	+2%	$13B
15	15 Leidos LDOS $15.1B	549	+25	+5%	$9.6B
16	16 Huntington Ingalls Industries HII $10.4B	524	+13	+3%	$7.17B
17	17 HEICO Corp HEI $41.7B	468	-5	-1%	$6.11B
18	18 CACI CACI $13.3B	443	+12	+3%	$6.07B
19	19 Curtiss-Wright CW $18.5B	434	+53	+14%	$6.19B
20	20 Oshkosh OSK $7.88B	431	+40	+10%	$5.62B
21	21 Olin OLN $1.71B	427	-35	-8%	$5.33B
22	22 Hexcel HXL $6.64B	409	0	0%	$5.22B
23	23 HEICO Corp Class A HEI.A $31.4B	399	+8	+2%	$9.32B
24	24 BWX Technologies BWXT $12.3B	389	+15	+4%	$6.7B
25	25 KBR KBR $4.44B	382	+4	+1%	$8.24B