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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	209	+5	+2%	$2.68B
27	27 Woodward WWD $19.4B	207	-4	-2%	$2.36B
28	28 Moog Inc Class A MOG.A $11.7B	199	+15	+8%	$1.87B
29	29 Curtiss-Wright CW $18.5B	196	+1	+0.5%	$2.39B
30	30 Embraer S.A. ADS EMBJ $12.7B	179	+8	+5%	$3.02B
31	31 HEICO Corp HEI $41.7B	174	+14	+9%	$941M
32	32 DELISTED Kaman Corp KAMN	171	+15	+10%	$1.06B
33	33 DHI Group DHX $213M	160	+24	+18%	$416M
34	34 V2X VVX $2.14B	159	+1	+0.6%	$181M
35	MANT 35 DELISTED Mantech International Corp MANT	158	+19	+14%	$688M
36	36 MACOM Technology Solutions MTSI $22.2B	154	+29	+23%	$1.42B
37	AJRD 37 DELISTED Aerojet Rocketdyne Holdings AJRD	152	-2	-1%	$1.01B
38	38 ESCO Technologies ESE $6.67B	151	+18	+14%	$881M
39	39 AAR Corp AIR $3.9B	147	+3	+2%	$814M
40	40 Mercury Systems MRCY $4.61B	147	+1	+0.7%	$573M
41	41 TTM Technologies TTMI $10.9B	144	-2	-1%	$469M
42	42 Viasat VSAT $8.5B	140	-2	-1%	$2.82B
43	43 National Presto Industries NPK $1.04B	131	+4	+3%	$302M
44	44 AeroVironment AVAV $6.13B	129	+17	+15%	$477M
45	45 Comtech Telecommunications CMTL $38.4M	124	-4	-3%	$269M
46	46 HEICO Corp Class A HEI.A $31.4B	120	+13	+12%	$1.61B
47	47 CAE Inc CAE $7.48B	118	+6	+5%	$1.97B
48	48 DELISTED CIRCOR International, Inc CIR	112	-8	-7%	$702M
49	49 DELISTED Emcore Corp EMKR	101	+3	+3%	$126M
50	50 Kratos Defense & Security Solutions KTOS $7.38B	98	+7	+8%	$163M