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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 $11.8B	174	+12	+7%	$2.31B
27	27 AAR Corp AIR $3.94B	167	+12	+8%	$960M
28	28 Curtiss-Wright CW $18.5B	164	+12	+8%	$1.79B
29	29 Leidos LDOS $15.5B	159	-152	-49%	$1.82B
30	AJRD 30 DELISTED Aerojet Rocketdyne Holdings AJRD	158	+5	+3%	$1.08B
31	31 Booz Allen Hamilton BAH $8.87B	152	+28	+23%	$2.5B
32	MANT 32 DELISTED Mantech International Corp MANT	149	-2	-1%	$692M
33	33 HEICO Corp HEI $43.4B	148	+24	+19%	$1.05B
34	34 DELISTED CIRCOR International, Inc CIR	142	+25	+21%	$1.04B
35	35 Comtech Telecommunications CMTL $39.8M	132	+3	+2%	$342M
36	36 TTM Technologies TTMI $10.2B	130	+3	+2%	$461M
37	37 Viasat VSAT $8.17B	130	+3	+2%	$2.42B
38	38 DHI Group DHX $210M	129	-1	-0.8%	$469M
39	39 DELISTED Kaman Corp KAMN	127	0	0%	$956M
40	40 ESCO Technologies ESE $6.48B	125	+1	+0.8%	$838M
41	41 AeroVironment AVAV $6.17B	124	+6	+5%	$354M
42	42 Ducommun DCO $2.55B	108	+26	+32%	$224M
43	43 Kratos Defense & Security Solutions KTOS $7.57B	106	+23	+28%	$233M
44	44 CAE Inc CAE $7.69B	104	+2	+2%	$1.64B
45	45 Mercury Systems MRCY $4.4B	101	0	0%	$293M
46	46 Graham Corp GHM $802M	93	+13	+16%	$257M
47	47 Kopin KOPN $601M	93	+6	+7%	$171M
48	48 National Presto Industries NPK $1.04B	92	-8	-8%	$223M
49	49 American Superconductor AMSC $1.26B	81	-4	-5%	$35.6M
50	50 HEICO Corp Class A HEI.A $32.5B	79	+5	+7%	$1.26B