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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

Defense Tech & C4ISR Drones & Counter-Drone Military Shipbuilding Munitions Restocking

#	Name	Funds holding	Growth	Growth %	Fund value
26	26 Kratos Defense & Security Solutions KTOS $7.38B	631	-85	-12%	$7.69B
27	27 CACI CACI $13.3B	616	-52	-8%	$10.3B
28	28 AeroVironment AVAV $6.13B	612	-3	-0.5%	$5.12B
29	29 Global X Defense Tech ETF SHLD $6.34B	610	-4	-0.7%	$4.7B
30	30 Crane Co CR $11.8B	600	+37	+7%	$10.1B
31	31 Oshkosh OSK $7.88B	599	+8	+1%	$9.78B
32	32 Booz Allen Hamilton BAH $8.64B	561	+5	+0.9%	$7.12B
33	33 Fluor FLR $6.37B	555	+24	+5%	$6.82B
34	34 Moog Inc Class A MOG.A $11.7B	536	+54	+11%	$11.9B
35	35 Ralliant Corp RAL $7.73B	534	+43	+9%	$8.32B
36	36 Hexcel HXL $6.64B	531	+59	+13%	$8.59B
37	37 Viasat VSAT $8.5B	488	+88	+22%	$12.7B
38	38 Planet Labs PL $5.14B	484	+64	+15%	$8.46B
39	39 Amentum Holdings AMTM $4.43B	464	-23	-5%	$4.34B
40	40 ESCO Technologies ESE $6.67B	448	+14	+3%	$9.05B
41	41 Saic SAIC $5.51B	434	+10	+2%	$3.99B
42	42 NewMarket NEU $8.19B	424	+40	+10%	$4.75B
43	43 Ondas Inc ONDS $3.58B	417	+49	+13%	$2.3B
44	44 Olin OLN $1.71B	414	-8	-2%	$2.26B
45	45 AAR Corp AIR $3.9B	410	+29	+8%	$5.78B
46	46 Mercury Systems MRCY $4.61B	393	+36	+10%	$8.02B
47	47 Elbit Systems ESLT $32.9B	388	-13	-3%	$7.28B
48	48 Leonardo DRS DRS $9.33B	380	+36	+10%	$3.03B
49	49 KBR KBR $4.44B	362	-11	-3%	$4.52B
50	50 nLIGHT LASR $2.07B	360	+29	+9%	$3.6B