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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 Teledyne Technologies TDY $28B	200	+1	+0.5%	$3.07B
27	27 Saic SAIC $5.6B	194	+1	+0.5%	$973M
28	28 Moog Inc Class A MOG.A $11.4B	183	-4	-2%	$2.55B
29	29 Embraer S.A. ADS EMBJ $12.6B	163	-10	-6%	$3.22B
30	30 AAR Corp AIR $3.86B	160	-18	-10%	$1.01B
31	AJRD 31 DELISTED Aerojet Rocketdyne Holdings AJRD	159	+1	+0.6%	$1.21B
32	32 Booz Allen Hamilton BAH $8.83B	158	+2	+1%	$2.88B
33	33 DELISTED CIRCOR International, Inc CIR	153	-1	-0.6%	$1.24B
34	34 HEICO Corp HEI $42B	148	+1	+0.7%	$1.13B
35	35 AeroVironment AVAV $6.02B	147	+14	+11%	$549M
36	MANT 36 DELISTED Mantech International Corp MANT	146	-3	-2%	$702M
37	37 TTM Technologies TTMI $9.93B	139	-15	-10%	$453M
38	38 Viasat VSAT $8.07B	139	+6	+5%	$2.7B
39	39 Comtech Telecommunications CMTL $37.2M	133	-2	-1%	$427M
40	40 DELISTED Kaman Corp KAMN	127	-1	-0.8%	$1.08B
41	41 DHI Group DHX $211M	123	-14	-10%	$354M
42	42 ESCO Technologies ESE $6.55B	123	-2	-2%	$889M
43	43 Mercury Systems MRCY $4.47B	111	+3	+3%	$386M
44	44 CAE Inc CAE $7.47B	107	-1	-0.9%	$2.15B
45	45 Ducommun DCO $2.47B	107	+3	+3%	$206M
46	46 National Presto Industries NPK $1.04B	104	+9	+9%	$265M
47	47 Kratos Defense & Security Solutions KTOS $7.18B	100	-1	-1%	$210M
48	48 Kopin KOPN $647M	97	+3	+3%	$160M
49	49 American Superconductor AMSC $1.18B	85	+8	+10%	$30.6M
50	50 HEICO Corp Class A HEI.A $31.6B	85	+4	+5%	$1.35B