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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 Teledyne Technologies TDY $28.2B	204	-5	-2%	$2.71B
27	27 Booz Allen Hamilton BAH $8.64B	199	-12	-6%	$3.64B
28	28 Curtiss-Wright CW $18.5B	195	-9	-4%	$2.29B
29	29 Moog Inc Class A MOG.A $11.7B	184	0	0%	$1.68B
30	30 Embraer S.A. ADS EMBJ $12.7B	171	-4	-2%	$2.66B
31	31 HEICO Corp HEI $41.7B	160	-1	-0.6%	$851M
32	32 V2X VVX $2.14B	158	-6	-4%	$198M
33	33 DELISTED Kaman Corp KAMN	156	-1	-0.6%	$946M
34	AJRD 34 DELISTED Aerojet Rocketdyne Holdings AJRD	154	+21	+16%	$1.05B
35	35 Mercury Systems MRCY $4.61B	146	+15	+11%	$493M
36	36 TTM Technologies TTMI $10.9B	146	-23	-14%	$440M
37	37 AAR Corp AIR $3.9B	144	-3	-2%	$574M
38	38 Viasat VSAT $8.5B	142	+4	+3%	$2.89B
39	MANT 39 DELISTED Mantech International Corp MANT	139	+5	+4%	$580M
40	40 DHI Group DHX $213M	136	+1	+0.7%	$345M
41	41 ESCO Technologies ESE $6.67B	133	0	0%	$900M
42	42 Comtech Telecommunications CMTL $38.4M	128	-6	-4%	$278M
43	43 National Presto Industries NPK $1.04B	127	+13	+11%	$302M
44	44 MACOM Technology Solutions MTSI $22.2B	125	-4	-3%	$975M
45	45 DELISTED CIRCOR International, Inc CIR	120	-10	-8%	$668M
46	46 AeroVironment AVAV $6.13B	112	-15	-12%	$303M
47	47 CAE Inc CAE $7.48B	112	+5	+5%	$1.88B
48	48 HEICO Corp Class A HEI.A $31.4B	107	+6	+6%	$1.5B
49	49 Ducommun DCO $2.54B	102	+2	+2%	$182M
50	50 DELISTED Emcore Corp EMKR	98	+8	+9%	$137M