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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 CACI CACI $13.3B	194	-21	-10%	$1.78B
27	27 Saic SAIC $5.51B	194	-2	-1%	$1.15B
28	28 Moog Inc Class A MOG.A $11.7B	191	+5	+3%	$2.44B
29	29 Booz Allen Hamilton BAH $8.64B	185	+20	+12%	$3.14B
30	30 V2X VVX $2.14B	185	+185	–	$151M
31	31 Embraer S.A. ADS EMBJ $12.7B	177	+2	+1%	$3.57B
32	32 AAR Corp AIR $3.9B	155	-3	-2%	$872M
33	33 Comtech Telecommunications CMTL $38.4M	147	+6	+4%	$487M
34	34 DHI Group DHX $213M	147	+30	+26%	$373M
35	35 HEICO Corp HEI $41.7B	147	0	0%	$870M
36	36 AeroVironment AVAV $6.13B	143	-5	-3%	$394M
37	AJRD 37 DELISTED Aerojet Rocketdyne Holdings AJRD	141	-17	-11%	$985M
38	38 ESCO Technologies ESE $6.67B	138	-6	-4%	$877M
39	39 DELISTED CIRCOR International, Inc CIR	133	-26	-16%	$1.15B
40	MANT 40 DELISTED Mantech International Corp MANT	131	-7	-5%	$631M
41	41 Viasat VSAT $8.5B	131	-9	-6%	$2.38B
42	42 DELISTED Kaman Corp KAMN	130	0	0%	$1.06B
43	43 Mercury Systems MRCY $4.61B	125	+1	+0.8%	$325M
44	44 TTM Technologies TTMI $10.9B	118	-9	-7%	$374M
45	45 Ducommun DCO $2.54B	113	+14	+14%	$233M
46	46 National Presto Industries NPK $1.04B	106	+3	+3%	$209M
47	47 CAE Inc CAE $7.48B	105	-2	-2%	$2.1B
48	48 Kopin KOPN $690M	103	0	0%	$143M
49	49 Kratos Defense & Security Solutions KTOS $7.38B	97	-5	-5%	$194M
50	50 Graham Corp GHM $861M	85	-2	-2%	$206M