Military Industrial Complex Investing – restocking winners?

Has anyone done a deep dive into which defence contractor stands to benefit most from the current conflict? In other words, which contractor’s weapons/weapon systems have been destocked and are in desperate need of restocking?

My preliminary analysis says Raytheon and General Dynamics stand to benefit most. The US sent a massive proportion of its Javelin and Stinger stockpile to Ukraine and those have proved to be incredibly effective systems. Regarding General Dynamics, they produce the Bradley and Abrams, and those appear to be getting destroyed at an alarming rate.

Any insight is appreciated.