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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	2,494	+77	+3%	$109B
2	2 Honeywell HON $65.8B	2,449	-29	-1%	$102B
3	3 Lockheed Martin LMT $121B	2,419	-24	-1%	$80B
4	4 Boeing BA $146B	2,198	-288	-12%	$76.1B
5	5 GE Aerospace GE $319B	2,198	+207	+10%	$146B
6	6 General Dynamics GD $90.5B	1,754	+69	+4%	$66.3B
7	7 Northrop Grumman NOC $70.4B	1,517	-2	-0.1%	$58.9B
8	8 Parker-Hannifin PH $121B	1,421	+119	+9%	$58.6B
9	9 L3Harris LHX $44.2B	1,286	+27	+2%	$33.9B
10	10 Palantir PLTR $483B	1,134	+101	+10%	$20.3B
11	11 TransDigm Group TDG $61.3B	935	+73	+8%	$65.7B
12	12 Booz Allen Hamilton BAH $8.64B	705	+72	+11%	$17.3B
13	13 Textron TXT $12.7B	702	+55	+9%	$15.5B
14	14 Leidos LDOS $15.1B	668	+43	+7%	$13.4B
15	15 Huntington Ingalls Industries HII $10.4B	658	+75	+13%	$10.4B
16	16 Teledyne Technologies TDY $28.2B	658	+11	+2%	$18.8B
17	17 HEICO Corp HEI $41.7B	518	+20	+4%	$7.3B
18	18 Curtiss-Wright CW $18.5B	501	+22	+5%	$8.08B
19	19 CACI CACI $13.3B	497	+30	+6%	$7.45B
20	20 BWX Technologies BWXT $12.3B	481	+53	+12%	$8.65B
21	21 Oshkosh OSK $7.88B	456	+1	+0.2%	$7.44B
22	22 Hexcel HXL $6.64B	453	+35	+8%	$5.81B
23	23 Olin OLN $1.71B	434	+8	+2%	$6.15B
24	24 HEICO Corp Class A HEI.A $31.4B	433	+3	+0.7%	$11.6B
25	25 Woodward WWD $19.4B	429	+13	+3%	$8B