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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 Saic SAIC $5.59B	196	+2	+1%	$1.23B
27	27 Teledyne Technologies TDY $28.7B	189	-11	-6%	$3.09B
28	28 Moog Inc Class A MOG.A $11.6B	186	+3	+2%	$2.77B
29	29 Embraer S.A. ADS EMBJ $12.8B	175	+12	+7%	$3.42B
30	30 Booz Allen Hamilton BAH $8.96B	165	+7	+4%	$2.87B
31	31 DELISTED CIRCOR International, Inc CIR	159	+6	+4%	$1.32B
32	32 AAR Corp AIR $3.94B	158	-2	-1%	$1.07B
33	AJRD 33 DELISTED Aerojet Rocketdyne Holdings AJRD	158	-1	-0.6%	$1.2B
34	34 AeroVironment AVAV $6.26B	148	+1	+0.7%	$418M
35	35 HEICO Corp HEI $43.1B	147	-1	-0.7%	$979M
36	36 ESCO Technologies ESE $6.55B	144	+21	+17%	$870M
37	37 Comtech Telecommunications CMTL $43.4M	141	+8	+6%	$489M
38	38 Viasat VSAT $8.47B	140	+1	+0.7%	$2.35B
39	MANT 39 DELISTED Mantech International Corp MANT	138	-8	-5%	$726M
40	40 DELISTED Kaman Corp KAMN	130	+3	+2%	$1.14B
41	41 TTM Technologies TTMI $10.7B	127	-12	-9%	$447M
42	42 Mercury Systems MRCY $4.65B	124	+13	+12%	$326M
43	43 DHI Group DHX $217M	117	-6	-5%	$350M
44	44 CAE Inc CAE $7.7B	107	0	0%	$2.24B
45	45 Kopin KOPN $688M	103	+6	+6%	$133M
46	46 National Presto Industries NPK $1.05B	103	-1	-1%	$248M
47	47 Kratos Defense & Security Solutions KTOS $7.65B	102	+2	+2%	$230M
48	48 Ducommun DCO $2.58B	99	-8	-7%	$217M
49	49 Graham Corp GHM $835M	87	+4	+5%	$266M
50	50 American Superconductor AMSC $1.3B	82	-3	-4%	$20.5M