themes / defense-modernization · horizon 5-15 years · 20 companies
Defense Modernization
Multi-year rearmament and munitions replenishment.
Trend vs pricing
Trend (reality)
42
company trend 54 · related-ETF flow 4 · growth 61
Market pricing
37
Expectations gap+4
Human needs
security
Related ETFs
ITA
Constraint chain
Trend → Constraint → Required solution
No constraint chain defined for this theme.
Attention
not priced
Attention
72
blend of per-source scores · breadth 1
Per-source scores
Wikipedia 72GitHub —YouTube —
Rising queries
drone warfare ukrainedrone warfare videosdrone warfare redditdrone warfare gamedrone warfare stocksdrone warfare bookdrone warfare pdfdrone warfare irandrone warfare moviedefense stocks etfdefense stocks to buydefense stocks list
Wikipedia · 4 articles
7d avg pageviews6196
vs 28d+28.9%
vs 1y+16.1%
z vs own history+0.70
Golden Dome (missile defense)Anduril IndustriesDrone warfareLockheed Martin
Apps · GitHub · YouTube
Apps in top-100—
GitHub repos1085
YouTube videos / day48.0
Measured over50 videos · 25.0 h
YouTube vs 28d— (12 of 21 days of history)
Newest YouTube uploads for this theme
- · Ukraine Tank Warfare | Jones Crasto News #UkraineWar #AbramsTactics #DroneWarfare
- · India’s Secret Drone Warfare Strategy 😱 | CATS Warrior Explained in Hindi
- · Drone Drops Explosive on the Battlefield Ukraine–Russia War**DRONE STRIKE ON THE FRONTLINE
- · Droni intercettori ucraini 2.0 🇷🇺💥🇺🇦 #dronewarfare #ukrainewar #guerrainucraina #warinukraine
- · Drone Warfare Explained | Ukraine, AI & the New Military Revolution
Member companies
Sorted by effective exposure (weight × order decay)
| Ticker | Name | Weight | Order | Reality | Pricing | Gap | Growth | Quality | Value |
|---|---|---|---|---|---|---|---|---|---|
| LMT | Lockheed Martin | 90% | 1 | 64 | 32 | +32 | 68 | 52 | 77 |
| NOC | Northrop Grumman | 90% | 1 | 48 | 20 | +28 | 55 | 41 | 82 |
| GD | General Dynamics | 80% | 1 | 47 | 31 | +16 | 52 | 53 | 82 |
| LHX | L3Harris | 80% | 1 | 45 | 16 | +29 | 47 | 39 | 84 |
| RTX | RTX | 70% | 1 | 57 | 48 | +9 | 69 | 40 | 55 |
| AXON | Axon Enterprise | 60% | 1 | 43 | 54 | -11 | 49 | 19 | 20 |
| RKLB | Rocket Lab | 60% | 1 | 68 | 50 | +18 | 94 | 8 | 22 |
| HII | Huntington Ingalls Industries | 60% | 1 | 47 | 27 | +20 | 54 | 21 | 69 |
| LDOS | Leidos | 50% | 1 | 45 | 18 | +27 | 43 | 49 | 95 |
| BA | Boeing | 40% | 1 | 41 | 48 | -7 | 51 | 21 | 37 |
| CW | Curtiss Wright Corp | 40% | 1 | 49 | 40 | +9 | 50 | 57 | 40 |
| TDG | TransDigm Group | 40% | 1 | 60 | 46 | +14 | 61 | 51 | 47 |
| TXT | Textron | 40% | 1 | 48 | 19 | +29 | 51 | 50 | 89 |
| HWM | Howmet Aerospace | 60% | 2 | 74 | 57 | +17 | 80 | 60 | 24 |
| PLTR | Palantir Technologies | 30% | 1 | 92 | 85 | +7 | 95 | 84 | 20 |
| GE | GE Aerospace | 30% | 2 | 58 | 61 | -3 | 65 | 64 | 25 |
| MP | MP Materials Corp. / DE | 30% | 2 | 65 | 47 | +18 | 90 | 2 | 20 |
| MSI | Motorola Solutions | 30% | 2 | 57 | 50 | +7 | 53 | 64 | 63 |
| TDY | Teledyne Technologies | 30% | 2 | 47 | 44 | +3 | 48 | 46 | 67 |
| MIR | Mirion Technologies, Inc. | 20% | 2 | 63 | 38 | +25 | 80 | 38 | 51 |