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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 Moog Inc Class A MOG.A $11.7B	162	+162	–	$2.03B
27	27 Embraer S.A. ADS EMBJ $12.7B	159	+159	–	$3.35B
28	28 AAR Corp AIR $3.9B	155	+155	–	$728M
29	AJRD 29 DELISTED Aerojet Rocketdyne Holdings AJRD	153	+153	–	$2.18B
30	30 Curtiss-Wright CW $18.5B	152	+152	–	$1.36B
31	MANT 31 DELISTED Mantech International Corp MANT	151	+151	–	$651M
32	32 DHI Group DHX $213M	130	+130	–	$523M
33	33 Comtech Telecommunications CMTL $38.4M	129	+129	–	$390M
34	34 DELISTED Kaman Corp KAMN	127	+127	–	$869M
35	35 TTM Technologies TTMI $10.9B	127	+127	–	$390M
36	36 Viasat VSAT $8.5B	127	+127	–	$2.75B
37	37 Booz Allen Hamilton BAH $8.64B	124	+124	–	$2.2B
38	38 ESCO Technologies ESE $6.67B	124	+124	–	$812M
39	39 HEICO Corp HEI $41.7B	124	+124	–	$774M
40	40 AeroVironment AVAV $6.13B	118	+118	–	$312M
41	41 DELISTED CIRCOR International, Inc CIR	117	+117	–	$872M
42	42 CAE Inc CAE $7.48B	102	+102	–	$1.53B
43	43 Mercury Systems MRCY $4.61B	101	+101	–	$274M
44	44 National Presto Industries NPK $1.04B	100	+100	–	$230M
45	45 Kopin KOPN $690M	87	+87	–	$158M
46	46 American Superconductor AMSC $1.24B	85	+85	–	$36.1M
47	47 Kratos Defense & Security Solutions KTOS $7.38B	83	+83	–	$181M
48	48 Ducommun DCO $2.54B	82	+82	–	$164M
49	49 Graham Corp GHM $861M	80	+80	–	$205M
50	50 HEICO Corp Class A HEI.A $31.4B	74	+74	–	$930M