← 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	3,374	+272	+9%	$196B
2	2 GE Aerospace GE $322B	3,232	+273	+9%	$257B
3	3 Palantir PLTR $481B	3,068	+229	+8%	$243B
4	4 Lockheed Martin LMT $122B	2,733	+146	+6%	$82.6B
5	5 Honeywell HON $66.1B	2,697	+46	+2%	$99.2B
6	6 Boeing BA $148B	2,544	+162	+7%	$124B
7	7 General Dynamics GD $90.9B	2,164	+136	+7%	$78.7B
8	8 Parker-Hannifin PH $120B	1,848	+173	+10%	$98.1B
9	9 Northrop Grumman NOC $70.7B	1,800	+82	+5%	$66.8B
10	10 L3Harris LHX $44.8B	1,628	+79	+5%	$48.5B
11	11 TransDigm Group TDG $62.4B	1,133	+60	+6%	$71.5B
12	12 Leidos LDOS $15.4B	948	+45	+5%	$17.6B
13	13 Huntington Ingalls Industries HII $10.4B	845	+77	+10%	$12.4B
14	14 Curtiss-Wright CW $18.3B	839	+48	+6%	$16.9B
15	15 Rocket Lab Corp RKLB $34.2B	833	+161	+24%	$19.2B
16	16 Teledyne Technologies TDY $28.4B	806	+14	+2%	$22.4B
17	17 BWX Technologies BWXT $12.5B	760	+57	+8%	$14.6B
18	18 HEICO Corp HEI $42.9B	758	+43	+6%	$12.9B
19	19 Textron TXT $12.9B	756	+72	+11%	$13.6B
20	20 Kratos Defense & Security Solutions KTOS $7.51B	671	+42	+7%	$11.5B
21	21 CACI CACI $13.4B	649	+36	+6%	$11B
22	22 Woodward WWD $19.5B	641	+77	+14%	$16B
23	23 Booz Allen Hamilton BAH $8.79B	630	-86	-12%	$10.4B
24	24 HEICO Corp Class A HEI.A $32.1B	617	+32	+5%	$17.7B
25	25 AeroVironment AVAV $6.14B	604	+23	+4%	$7.91B