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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	3,477	+103	+3%	$204B
2	2 GE Aerospace GE $319B	3,235	+3	+0.1%	$231B
3	3 Palantir PLTR $483B	3,004	-64	-2%	$198B
4	4 Lockheed Martin LMT $121B	2,938	+205	+8%	$104B
5	5 Honeywell HON $65.8B	2,822	+125	+5%	$115B
6	6 Boeing BA $146B	2,530	-14	-0.6%	$116B
7	7 General Dynamics GD $90.5B	2,225	+61	+3%	$80.4B
8	8 Parker-Hannifin PH $121B	1,936	+88	+5%	$98B
9	9 Northrop Grumman NOC $70.4B	1,895	+95	+5%	$80.6B
10	10 L3Harris LHX $44.2B	1,745	+117	+7%	$56.6B
11	11 TransDigm Group TDG $61.3B	1,113	-20	-2%	$61.3B
12	12 Curtiss-Wright CW $18.5B	908	+69	+8%	$20.9B
13	13 Leidos LDOS $15.1B	903	-45	-5%	$15.1B
14	14 Huntington Ingalls Industries HII $10.4B	901	+56	+7%	$13.4B
15	15 Rocket Lab Corp RKLB $37.8B	879	+46	+6%	$18.6B
16	16 Teledyne Technologies TDY $28.2B	848	+42	+5%	$26.6B
17	17 BWX Technologies BWXT $12.3B	830	+70	+9%	$17.4B
18	18 Textron TXT $12.7B	792	+36	+5%	$13.6B
19	19 HEICO Corp HEI $41.7B	739	-19	-3%	$11B
20	20 Woodward WWD $19.4B	735	+94	+15%	$18.6B
21	21 Kratos Defense & Security Solutions KTOS $7.38B	716	+45	+7%	$11.8B
22	22 CACI CACI $13.3B	668	+19	+3%	$11.3B
23	23 HEICO Corp Class A HEI.A $31.4B	621	+4	+0.6%	$14.6B
24	24 AeroVironment AVAV $6.13B	615	+11	+2%	$5.69B
25	25 Global X Defense Tech ETF SHLD $6.34B	614	+119	+24%	$5.04B