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
2,494
Funds Holding Change
-23
Funds Holding Growth
-0.9%
Value
$566B
Holding in Top 10
745
Top 10 Change
-28
Top 10 Growth
-4%
Value Growth
-2%
New
73
Increased
1,154
Reduced
1,108
Closed
75
Capital Inflow
$16.3B
Capital Outflow
$22.4B
Net Capital Flow
-$6.13B
Capital Flow Change
-$7.02B
Calls
$3.93B
Puts
$5.57B
Net Calls
-$1.63B
Put/Call Ratio
1.42