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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	2,701	+162	+6%	$130B
2	2 Lockheed Martin LMT $122B	2,602	+170	+7%	$102B
3	3 Honeywell HON $66.1B	2,502	+21	+0.8%	$104B
4	4 GE Aerospace GE $322B	2,367	+184	+8%	$159B
5	5 Boeing BA $148B	1,959	-118	-6%	$62.5B
6	6 General Dynamics GD $90.8B	1,802	+31	+2%	$72.7B
7	7 Northrop Grumman NOC $70.7B	1,583	+72	+5%	$62.7B
8	8 Parker-Hannifin PH $120B	1,526	+82	+6%	$66.8B
9	9 Palantir PLTR $481B	1,456	+234	+19%	$40.6B
10	10 L3Harris LHX $44.8B	1,352	+25	+2%	$38.1B
11	11 TransDigm Group TDG $62.4B	1,026	+24	+2%	$74B
12	12 Leidos LDOS $15.4B	778	+40	+5%	$16.6B
13	13 Booz Allen Hamilton BAH $8.8B	697	-32	-4%	$18.9B
14	14 Textron TXT $12.9B	689	+13	+2%	$13.9B
15	15 Teledyne Technologies TDY $28.4B	668	-7	-1%	$18.6B
16	16 Huntington Ingalls Industries HII $10.4B	653	+6	+0.9%	$9.52B
17	17 HEICO Corp HEI $42.9B	586	+35	+6%	$9.83B
18	18 CACI CACI $13.4B	566	+30	+6%	$9.8B
19	19 Curtiss-Wright CW $18.3B	562	+23	+4%	$10.2B
20	20 BWX Technologies BWXT $12.5B	548	+52	+10%	$9.08B
21	21 HEICO Corp Class A HEI.A $32.1B	502	+47	+10%	$15.1B
22	22 Oshkosh OSK $7.92B	494	+24	+5%	$6.01B
23	23 Amentum Holdings AMTM $4.54B	492	+492	–	$3.24B
24	24 Crane Co CR $11.8B	468	+32	+7%	$6.64B
25	25 Fluor FLR $6.28B	441	+40	+10%	$7.48B