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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	2,831	+130	+5%	$125B
2	2 Honeywell HON $66.1B	2,731	+229	+9%	$120B
3	3 Lockheed Martin LMT $122B	2,694	+92	+4%	$84.8B
4	4 GE Aerospace GE $322B	2,455	+88	+4%	$141B
5	5 Boeing BA $148B	2,188	+229	+12%	$99.6B
6	6 Palantir PLTR $481B	2,021	+565	+39%	$85.9B
7	7 General Dynamics GD $90.9B	1,849	+47	+3%	$61.8B
8	8 Northrop Grumman NOC $70.7B	1,646	+63	+4%	$55.9B
9	9 Parker-Hannifin PH $120B	1,639	+113	+7%	$71.2B
10	10 L3Harris LHX $44.8B	1,403	+51	+4%	$34.4B
11	11 TransDigm Group TDG $62.4B	1,047	+21	+2%	$67.4B
12	12 Leidos LDOS $15.4B	824	+46	+6%	$14.4B
13	13 Booz Allen Hamilton BAH $8.8B	744	+47	+7%	$15.3B
14	14 Teledyne Technologies TDY $28.4B	726	+58	+9%	$20.2B
15	15 Textron TXT $12.9B	658	-31	-4%	$11.9B
16	16 Curtiss-Wright CW $18.3B	624	+62	+11%	$11.3B
17	17 Huntington Ingalls Industries HII $10.4B	621	-32	-5%	$6.88B
18	18 HEICO Corp HEI $42.9B	608	+22	+4%	$9.32B
19	19 BWX Technologies BWXT $12.5B	595	+47	+9%	$9.34B
20	20 CACI CACI $13.4B	589	+23	+4%	$8.15B
21	21 HEICO Corp Class A HEI.A $32.1B	501	-1	-0.2%	$13.8B
22	22 Oshkosh OSK $7.92B	478	-16	-3%	$5.69B
23	23 Woodward WWD $19.5B	477	+37	+8%	$8.76B
24	24 Crane Co CR $11.8B	468	0	0%	$6.51B
25	25 Fluor FLR $6.28B	456	+15	+3%	$7.82B