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
3,395
Funds Holding Change
+1
Funds Holding Growth
+0%
Value
$801B
Holding in Top 10
632
Top 10 Change
+5
Top 10 Growth
+0.8%
Value Growth
+4%
New
115
Increased
1,537
Reduced
1,495
Closed
79
Capital Inflow
$32.3B
Capital Outflow
$19.1B
Net Capital Flow
+$13.1B
Capital Flow Change
-$1.05B
Calls
$12.2B
Puts
$12.2B
Net Calls
-$18.9M
Put/Call Ratio
1