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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 Woodward WWD $19.4B	216	-14	-6%	$2.4B
27	27 BWX Technologies BWXT $12.3B	213	+2	+0.9%	$3.26B
28	28 CACI CACI $13.3B	208	+2	+1%	$2.04B
29	29 Moog Inc Class A MOG.A $11.7B	199	-1	-0.5%	$2.44B
30	30 Embraer S.A. ADS EMBJ $12.7B	174	-4	-2%	$3.06B
31	31 AAR Corp AIR $3.9B	160	+3	+2%	$1.1B
32	32 V2X VVX $2.14B	158	-9	-5%	$203M
33	33 HEICO Corp HEI $41.7B	153	+6	+4%	$1.17B
34	AJRD 34 DELISTED Aerojet Rocketdyne Holdings AJRD	151	+15	+11%	$1.44B
35	35 DELISTED CIRCOR International, Inc CIR	150	+7	+5%	$946M
36	36 DELISTED Kaman Corp KAMN	147	+17	+13%	$1.12B
37	37 Viasat VSAT $8.5B	145	-5	-3%	$2.52B
38	38 ESCO Technologies ESE $6.67B	136	0	0%	$977M
39	39 DHI Group DHX $213M	135	-39	-22%	$375M
40	40 TTM Technologies TTMI $10.9B	135	0	0%	$522M
41	41 Comtech Telecommunications CMTL $38.4M	133	-12	-8%	$388M
42	MANT 42 DELISTED Mantech International Corp MANT	131	-7	-5%	$768M
43	43 Mercury Systems MRCY $4.61B	129	+5	+4%	$465M
44	44 AeroVironment AVAV $6.13B	128	-15	-10%	$383M
45	45 MACOM Technology Solutions MTSI $22.2B	116	+34	+41%	$1.14B
46	46 Ducommun DCO $2.54B	109	+5	+5%	$226M
47	47 CAE Inc CAE $7.48B	106	-2	-2%	$2.08B
48	48 National Presto Industries NPK $1.04B	105	-3	-3%	$223M
49	49 Kratos Defense & Security Solutions KTOS $7.38B	101	-8	-7%	$146M
50	50 Kopin KOPN $690M	96	0	0%	$141M