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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 Booz Allen Hamilton BAH $8.93B	210	+25	+14%	$3.53B
27	27 Curtiss-Wright CW $18.4B	207	-3	-1%	$2.69B
28	28 CACI CACI $13.6B	206	+12	+6%	$1.99B
29	29 Moog Inc Class A MOG.A $11.6B	200	+9	+5%	$2.5B
30	30 Embraer S.A. ADS EMBJ $12.9B	178	+1	+0.6%	$3.42B
31	31 DHI Group DHX $217M	174	+27	+18%	$453M
32	32 V2X VVX $2.17B	167	-18	-10%	$224M
33	33 AAR Corp AIR $3.92B	157	+2	+1%	$968M
34	34 Viasat VSAT $8.24B	150	+19	+15%	$2.62B
35	35 HEICO Corp HEI $42.4B	147	0	0%	$1.14B
36	36 Comtech Telecommunications CMTL $41.9M	145	-2	-1%	$412M
37	37 AeroVironment AVAV $6.24B	143	0	0%	$393M
38	38 DELISTED CIRCOR International, Inc CIR	143	+10	+8%	$1.05B
39	MANT 39 DELISTED Mantech International Corp MANT	138	+7	+5%	$687M
40	AJRD 40 DELISTED Aerojet Rocketdyne Holdings AJRD	136	-5	-4%	$1.15B
41	41 ESCO Technologies ESE $6.48B	136	-2	-1%	$922M
42	42 TTM Technologies TTMI $10.1B	135	+17	+14%	$418M
43	43 DELISTED Kaman Corp KAMN	130	0	0%	$1.08B
44	44 Mercury Systems MRCY $4.56B	124	-1	-0.8%	$415M
45	45 Kratos Defense & Security Solutions KTOS $7.5B	109	+12	+12%	$137M
46	46 CAE Inc CAE $7.61B	108	+3	+3%	$2.32B
47	47 National Presto Industries NPK $1.05B	108	+2	+2%	$205M
48	48 Ducommun DCO $2.54B	104	-9	-8%	$218M
49	49 Kopin KOPN $670M	96	-7	-7%	$145M
50	50 Graham Corp GHM $813M	83	-2	-2%	$223M