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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	2,992	+70	+2%	$160B
2	2 GE Aerospace GE $319B	2,819	+196	+7%	$217B
3	3 Honeywell HON $65.8B	2,703	+53	+2%	$114B
4	4 Palantir PLTR $483B	2,614	+416	+19%	$166B
5	5 Lockheed Martin LMT $121B	2,609	+39	+2%	$80.2B
6	6 Boeing BA $146B	2,322	+193	+9%	$117B
7	7 General Dynamics GD $90.5B	1,901	+69	+4%	$67.2B
8	8 Parker-Hannifin PH $121B	1,636	+34	+2%	$78.4B
9	9 Northrop Grumman NOC $70.4B	1,620	-53	-3%	$60.5B
10	10 L3Harris LHX $44.2B	1,449	+76	+6%	$41.8B
11	11 TransDigm Group TDG $61.3B	1,111	+22	+2%	$82.3B
12	12 Leidos LDOS $15.1B	828	+25	+3%	$15.5B
13	13 Teledyne Technologies TDY $28.2B	760	+2	+0.3%	$22.4B
14	14 Curtiss-Wright CW $18.5B	742	+94	+15%	$15.3B
15	15 HEICO Corp HEI $41.7B	707	+66	+10%	$12.8B
16	16 Booz Allen Hamilton BAH $8.64B	701	-28	-4%	$12.3B
17	17 Huntington Ingalls Industries HII $10.4B	694	+87	+14%	$9.07B
18	18 Textron TXT $12.7B	660	+13	+2%	$12.5B
19	19 BWX Technologies BWXT $12.3B	651	+45	+7%	$12.6B
20	20 CACI CACI $13.3B	606	+35	+6%	$10.5B
21	21 HEICO Corp Class A HEI.A $31.4B	569	+26	+5%	$19.6B
22	22 Woodward WWD $19.4B	535	+54	+11%	$13.1B
23	23 Ralliant Corp RAL $7.73B	518	+518	–	$5.2B
24	24 Rocket Lab Corp RKLB $37.8B	516	+99	+24%	$9.64B
25	25 Kratos Defense & Security Solutions KTOS $7.38B	496	+99	+25%	$7.76B