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
Holding in Top 10
Increase
Decrease
Funds Holding
4,931
Funds Holding Change
+54
Funds Holding Growth
+1%
Value
$1.18T
Holding in Top 10
565
Top 10 Change
+34
Top 10 Growth
+6%
Value Growth
+12%
New
261
Increased
2,329
Reduced
1,970
Closed
151
Capital Inflow
$34.2B
Capital Outflow
$29.3B
Net Capital Flow
+$4.9B
Capital Flow Change
+$29.9B
Calls
$22.3B
Puts
$19.9B
Net Calls
+$2.46B
Put/Call Ratio
0.89