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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	2,539	+45	+2%	$110B
2	2 Honeywell HON $65.8B	2,481	+32	+1%	$107B
3	3 Lockheed Martin LMT $121B	2,432	+13	+0.5%	$81.5B
4	4 GE Aerospace GE $319B	2,183	-15	-0.7%	$135B
5	5 Boeing BA $146B	2,077	-121	-6%	$74.9B
6	6 General Dynamics GD $90.5B	1,771	+17	+1%	$68.5B
7	7 Northrop Grumman NOC $70.4B	1,511	-6	-0.4%	$52.3B
8	8 Parker-Hannifin PH $121B	1,444	+23	+2%	$53.3B
9	9 L3Harris LHX $44.2B	1,327	+41	+3%	$36.1B
10	10 Palantir PLTR $483B	1,222	+88	+8%	$22.6B
11	11 TransDigm Group TDG $61.3B	1,002	+67	+7%	$68B
12	12 Leidos LDOS $15.1B	738	+70	+10%	$14.9B
13	13 Booz Allen Hamilton BAH $8.64B	729	+24	+3%	$17.9B
14	14 Textron TXT $12.7B	676	-26	-4%	$13.6B
15	15 Teledyne Technologies TDY $28.2B	675	+17	+3%	$16.7B
16	16 Huntington Ingalls Industries HII $10.4B	647	-11	-2%	$8.85B
17	17 HEICO Corp HEI $41.7B	551	+33	+6%	$8.69B
18	18 Curtiss-Wright CW $18.5B	539	+38	+8%	$8.6B
19	19 CACI CACI $13.3B	536	+39	+8%	$8.44B
20	20 BWX Technologies BWXT $12.3B	496	+15	+3%	$8.03B
21	21 Oshkosh OSK $7.88B	470	+14	+3%	$6.39B
22	22 Woodward WWD $19.4B	468	+39	+9%	$8.93B
23	23 HEICO Corp Class A HEI.A $31.4B	455	+22	+5%	$13.3B
24	24 Hexcel HXL $6.64B	450	-3	-0.7%	$4.85B
25	25 Olin OLN $1.71B	445	+11	+3%	$4.93B