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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 Curtiss-Wright CW $18.5B	216	+20	+10%	$2.73B
27	27 Teledyne Technologies TDY $28.7B	216	+7	+3%	$2.7B
28	28 DELISTED Triumph Group TGI	211	-14	-6%	$1.49B
29	29 Moog Inc Class A MOG.A $11.6B	182	-17	-9%	$1.39B
30	30 HEICO Corp HEI $43.1B	179	+5	+3%	$1.17B
31	31 MACOM Technology Solutions MTSI $20.7B	174	+20	+13%	$1.69B
32	32 Embraer S.A. ADS EMBJ $12.8B	172	-7	-4%	$2.58B
33	33 DELISTED Kaman Corp KAMN	166	-5	-3%	$1.15B
34	34 Mercury Systems MRCY $4.65B	166	+19	+13%	$635M
35	35 DHI Group DHX $217M	164	+4	+3%	$381M
36	36 ESCO Technologies ESE $6.55B	161	+10	+7%	$951M
37	MANT 37 DELISTED Mantech International Corp MANT	161	+3	+2%	$743M
38	38 V2X VVX $2.15B	160	+1	+0.6%	$201M
39	39 TTM Technologies TTMI $10.7B	157	+13	+9%	$477M
40	40 AAR Corp AIR $3.94B	154	+7	+5%	$710M
41	41 Viasat VSAT $8.47B	152	+12	+9%	$3.44B
42	AJRD 42 DELISTED Aerojet Rocketdyne Holdings AJRD	149	-3	-2%	$1.08B
43	43 HEICO Corp Class A HEI.A $32.3B	142	+22	+18%	$1.52B
44	44 National Presto Industries NPK $1.05B	135	+4	+3%	$304M
45	45 Comtech Telecommunications CMTL $43.4M	131	+7	+6%	$317M
46	46 CAE Inc CAE $7.7B	130	+12	+10%	$1.9B
47	47 AeroVironment AVAV $6.26B	129	0	0%	$452M
48	48 DELISTED CIRCOR International, Inc CIR	121	+9	+8%	$792M
49	49 Kratos Defense & Security Solutions KTOS $7.65B	109	+11	+11%	$191M
50	50 DELISTED Emcore Corp EMKR	93	-8	-8%	$90M