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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 Boeing BA $148B	2,486	+291	+13%	$103B
2	2 Honeywell HON $66.1B	2,478	+168	+7%	$104B
3	3 Lockheed Martin LMT $122B	2,443	+180	+8%	$81.1B
4	4 RTX Corp RTX $251B	2,417	+127	+6%	$96.7B
5	5 GE Aerospace GE $322B	1,991	+201	+11%	$104B
6	6 General Dynamics GD $90.9B	1,685	+170	+11%	$61.4B
7	7 Northrop Grumman NOC $70.7B	1,519	+155	+11%	$58.4B
8	8 Parker-Hannifin PH $120B	1,302	+124	+11%	$48.6B
9	9 L3Harris LHX $44.8B	1,259	+89	+8%	$33.9B
10	10 Palantir PLTR $481B	1,033	+118	+13%	$14.9B
11	11 TransDigm Group TDG $62.4B	862	+96	+13%	$54.2B
12	12 Teledyne Technologies TDY $28.4B	647	+51	+9%	$19.4B
13	13 Textron TXT $12.9B	647	+75	+13%	$13.3B
14	14 Booz Allen Hamilton BAH $8.8B	633	+3	+0.5%	$15.3B
15	15 Leidos LDOS $15.4B	625	+76	+14%	$11.2B
16	16 Huntington Ingalls Industries HII $10.4B	583	+59	+11%	$9.28B
17	17 HEICO Corp HEI $42.9B	498	+30	+6%	$6.77B
18	18 Curtiss-Wright CW $18.3B	479	+45	+10%	$7.03B
19	19 CACI CACI $13.4B	467	+24	+5%	$6.33B
20	20 Oshkosh OSK $7.92B	455	+24	+6%	$6.42B
21	21 HEICO Corp Class A HEI.A $32.1B	430	+31	+8%	$10.2B
22	22 BWX Technologies BWXT $12.5B	428	+39	+10%	$6.65B
23	23 Olin OLN $1.77B	426	-1	-0.2%	$5.72B
24	24 Hexcel HXL $6.77B	418	+9	+2%	$5.97B
25	25 Woodward WWD $19.5B	416	+41	+11%	$6.66B