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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	2,922	+91	+3%	$145B
2	2 Honeywell HON $65.8B	2,650	-81	-3%	$108B
3	3 GE Aerospace GE $319B	2,623	+168	+7%	$168B
4	4 Lockheed Martin LMT $121B	2,570	-124	-5%	$77.5B
5	5 Palantir PLTR $483B	2,198	+177	+9%	$100B
6	6 Boeing BA $146B	2,129	-59	-3%	$94.5B
7	7 General Dynamics GD $90.5B	1,832	-17	-0.9%	$63.2B
8	8 Northrop Grumman NOC $70.4B	1,673	+27	+2%	$61.7B
9	9 Parker-Hannifin PH $121B	1,602	-37	-2%	$69B
10	10 L3Harris LHX $44.2B	1,373	-30	-2%	$34.6B
11	11 TransDigm Group TDG $61.3B	1,089	+42	+4%	$73.7B
12	12 Leidos LDOS $15.1B	803	-21	-3%	$13.4B
13	13 Teledyne Technologies TDY $28.2B	758	+32	+4%	$21.8B
14	14 Booz Allen Hamilton BAH $8.64B	729	-15	-2%	$12.7B
15	15 Curtiss-Wright CW $18.5B	648	+24	+4%	$10B
16	16 Textron TXT $12.7B	647	-11	-2%	$11.1B
17	17 HEICO Corp HEI $41.7B	641	+33	+5%	$10.3B
18	18 Huntington Ingalls Industries HII $10.4B	607	-14	-2%	$7.54B
19	19 BWX Technologies BWXT $12.3B	606	+11	+2%	$8.25B
20	20 CACI CACI $13.3B	571	-18	-3%	$8.05B
21	21 HEICO Corp Class A HEI.A $31.4B	543	+42	+8%	$15.8B
22	22 Oshkosh OSK $7.88B	503	+25	+5%	$5.74B
23	23 Woodward WWD $19.4B	481	+4	+0.8%	$9.82B
24	24 Crane Co CR $11.8B	465	-3	-0.6%	$6.62B
25	25 Fluor FLR $6.37B	439	-17	-4%	$5.47B