← All themes

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	3,102	+110	+4%	$177B
2	2 GE Aerospace GE $322B	2,959	+140	+5%	$246B
3	3 Palantir PLTR $481B	2,839	+225	+9%	$229B
4	4 Honeywell HON $66.1B	2,651	-52	-2%	$103B
5	5 Lockheed Martin LMT $122B	2,587	-22	-0.8%	$84.9B
6	6 Boeing BA $148B	2,382	+60	+3%	$120B
7	7 General Dynamics GD $90.9B	2,028	+127	+7%	$78.9B
8	8 Northrop Grumman NOC $70.7B	1,718	+98	+6%	$72B
9	9 Parker-Hannifin PH $120B	1,675	+39	+2%	$82.6B
10	10 L3Harris LHX $44.8B	1,549	+100	+7%	$50.4B
11	11 TransDigm Group TDG $62.4B	1,073	-38	-3%	$70.6B
12	12 Leidos LDOS $15.4B	903	+75	+9%	$18.3B
13	13 Teledyne Technologies TDY $28.4B	792	+32	+4%	$25.4B
14	14 Curtiss-Wright CW $18.3B	791	+49	+7%	$16.4B
15	15 Huntington Ingalls Industries HII $10.4B	768	+74	+11%	$10.6B
16	16 Booz Allen Hamilton BAH $8.8B	716	+15	+2%	$11.8B
17	17 HEICO Corp HEI $42.9B	715	+8	+1%	$12.5B
18	18 BWX Technologies BWXT $12.5B	703	+52	+8%	$15.8B
19	19 Textron TXT $12.9B	684	+24	+4%	$12.9B
20	20 Rocket Lab Corp RKLB $34.2B	672	+156	+30%	$13B
21	21 Kratos Defense & Security Solutions KTOS $7.51B	629	+133	+27%	$14B
22	22 CACI CACI $13.4B	613	+7	+1%	$10.7B
23	23 HEICO Corp Class A HEI.A $32.1B	585	+16	+3%	$17.5B
24	24 AeroVironment AVAV $6.14B	581	+90	+18%	$9.82B
25	25 Oshkosh OSK $7.92B	572	+82	+17%	$7.82B