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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 $8.95B	211	-18	-8%	$3.4B
27	27 Teledyne Technologies TDY $28.5B	209	-7	-3%	$3.23B
28	28 Curtiss-Wright CW $18.5B	204	-13	-6%	$2.7B
29	29 Moog Inc Class A MOG.A $11.6B	184	-15	-8%	$2.25B
30	30 Embraer S.A. ADS EMBJ $12.9B	175	+1	+0.6%	$3.08B
31	31 TTM Technologies TTMI $10.2B	169	+34	+25%	$734M
32	32 V2X VVX $2.17B	164	+6	+4%	$208M
33	33 HEICO Corp HEI $42.4B	161	+8	+5%	$1.06B
34	34 DELISTED Kaman Corp KAMN	157	+10	+7%	$1.12B
35	35 AAR Corp AIR $3.93B	147	-13	-8%	$1.02B
36	36 Viasat VSAT $8.29B	138	-7	-5%	$2.56B
37	37 DHI Group DHX $216M	135	0	0%	$423M
38	38 Comtech Telecommunications CMTL $41.3M	134	+1	+0.8%	$396M
39	MANT 39 DELISTED Mantech International Corp MANT	134	+3	+2%	$659M
40	AJRD 40 DELISTED Aerojet Rocketdyne Holdings AJRD	133	-18	-12%	$1.28B
41	41 ESCO Technologies ESE $6.5B	133	-3	-2%	$944M
42	42 Mercury Systems MRCY $4.58B	131	+2	+2%	$448M
43	43 DELISTED CIRCOR International, Inc CIR	130	-20	-13%	$929M
44	44 MACOM Technology Solutions MTSI $20.7B	129	+13	+11%	$1.3B
45	45 AeroVironment AVAV $6.26B	127	-1	-0.8%	$377M
46	46 National Presto Industries NPK $1.05B	114	+9	+9%	$289M
47	47 CAE Inc CAE $7.63B	107	+1	+0.9%	$2.12B
48	48 HEICO Corp Class A HEI.A $31.8B	101	+15	+17%	$1.67B
49	49 Ducommun DCO $2.54B	100	-9	-8%	$229M
50	50 Kratos Defense & Security Solutions KTOS $7.53B	100	-1	-1%	$178M