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
2,539
Funds Holding Change
+3
Funds Holding Growth
+0.1%
Value
$577B
Holding in Top 10
836
Top 10 Change
-111
Top 10 Growth
-12%
Value Growth
-2%
New
117
Increased
1,125
Reduced
1,174
Closed
86
Capital Inflow
$17.5B
Capital Outflow
$24.2B
Net Capital Flow
-$6.73B
Capital Flow Change
-$4.95B
Calls
$3.55B
Puts
$5.03B
Net Calls
-$1.48B
Put/Call Ratio
1.42