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
Calls
Puts
Net calls
Funds Holding
2,318
Funds Holding Change
+2,318
Funds Holding Growth
–
Value
$482B
Holding in Top 10
754
Top 10 Change
+754
Top 10 Growth
–
Value Growth
–
New
2,318
Increased
–
Reduced
–
Closed
–
Capital Inflow
$468B
Capital Outflow
$0
Net Capital Flow
+$468B
Capital Flow Change
+$468B
Calls
$5.2B
Puts
$3.88B
Net Calls
+$1.32B
Put/Call Ratio
0.75