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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 NewMarket NEU $8.19B	226	+2	+0.9%	$2.9B
27	27 DELISTED Triumph Group TGI	226	+15	+7%	$1.75B
28	28 Teledyne Technologies TDY $28.2B	214	-2	-0.9%	$3.04B
29	29 Moog Inc Class A MOG.A $11.7B	198	+16	+9%	$1.63B
30	30 Embraer S.A. ADS EMBJ $12.7B	190	+18	+10%	$2.07B
31	31 HEICO Corp HEI $41.7B	190	+11	+6%	$1.27B
32	32 V2X VVX $2.14B	172	+12	+8%	$252M
33	33 Mercury Systems MRCY $4.61B	171	+5	+3%	$922M
34	34 MACOM Technology Solutions MTSI $22.2B	168	-6	-3%	$1.28B
35	MANT 35 DELISTED Mantech International Corp MANT	165	+4	+2%	$906M
36	36 DHI Group DHX $213M	161	-3	-2%	$283M
37	37 HEICO Corp Class A HEI.A $31.4B	159	+17	+12%	$1.66B
38	38 Viasat VSAT $8.5B	155	+3	+2%	$3.36B
39	39 ESCO Technologies ESE $6.67B	154	-7	-4%	$979M
40	40 TTM Technologies TTMI $10.9B	154	-3	-2%	$546M
41	41 DELISTED Kaman Corp KAMN	152	-14	-8%	$1.14B
42	42 AAR Corp AIR $3.9B	149	-5	-3%	$710M
43	43 Comtech Telecommunications CMTL $38.4M	147	+16	+12%	$266M
44	AJRD 44 DELISTED Aerojet Rocketdyne Holdings AJRD	141	-8	-5%	$1.2B
45	45 CAE Inc CAE $7.48B	138	+8	+6%	$1.93B
46	46 National Presto Industries NPK $1.04B	138	+3	+2%	$346M
47	47 AeroVironment AVAV $6.13B	133	+4	+3%	$417M
48	48 DELISTED CIRCOR International, Inc CIR	131	+10	+8%	$980M
49	49 Kratos Defense & Security Solutions KTOS $7.38B	106	-3	-3%	$165M
50	50 Ducommun DCO $2.54B	94	+2	+2%	$175M