← All themes

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 Saic SAIC $5.6B	193	+141	+271%	$857M
27	27 Curtiss-Wright CW $18.4B	189	+25	+15%	$2.41B
28	28 Moog Inc Class A MOG.A $11.6B	187	+13	+7%	$2.66B
29	29 AAR Corp AIR $3.92B	178	+11	+7%	$1.06B
30	30 Embraer S.A. ADS EMBJ $13B	173	-4	-2%	$2.9B
31	AJRD 31 DELISTED Aerojet Rocketdyne Holdings AJRD	158	0	0%	$1.25B
32	32 Booz Allen Hamilton BAH $8.84B	156	+4	+3%	$2.5B
33	33 DELISTED CIRCOR International, Inc CIR	154	+12	+8%	$1.35B
34	34 TTM Technologies TTMI $10.2B	154	+24	+18%	$449M
35	MANT 35 DELISTED Mantech International Corp MANT	149	0	0%	$713M
36	36 HEICO Corp HEI $42.5B	147	-1	-0.7%	$1.06B
37	37 DHI Group DHX $216M	137	+8	+6%	$305M
38	38 Comtech Telecommunications CMTL $43.7M	135	+3	+2%	$432M
39	39 AeroVironment AVAV $6.23B	133	+9	+7%	$440M
40	40 Viasat VSAT $8.22B	133	+3	+2%	$2.38B
41	41 DELISTED Kaman Corp KAMN	128	+1	+0.8%	$1.02B
42	42 ESCO Technologies ESE $6.45B	125	0	0%	$858M
43	43 CAE Inc CAE $7.59B	108	+4	+4%	$2.01B
44	44 Mercury Systems MRCY $4.57B	108	+7	+7%	$321M
45	45 Ducommun DCO $2.53B	104	-4	-4%	$239M
46	46 Kratos Defense & Security Solutions KTOS $7.54B	101	-5	-5%	$218M
47	47 National Presto Industries NPK $1.05B	95	+3	+3%	$268M
48	48 Kopin KOPN $674M	94	+1	+1%	$181M
49	49 Graham Corp GHM $819M	93	0	0%	$265M
50	50 HEICO Corp Class A HEI.A $31.9B	81	+2	+3%	$1.32B