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
Put/Call Ratio
Increase
Decrease
Funds Holding
6,260
Funds Holding Change
+144
Funds Holding Growth
+2%
Value
$2.49T
Holding in Top 10
806
Top 10 Change
-56
Top 10 Growth
-6%
Value Growth
+42%
New
412
Increased
3,086
Reduced
2,449
Closed
194
Capital Inflow
$713B
Capital Outflow
$37.5B
Net Capital Flow
+$675B
Capital Flow Change
+$438B
Calls
$66.2B
Puts
$58.8B
Net Calls
+$7.43B
Put/Call Ratio
0.89