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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	225	+11	+5%	$3.31B
27	27 Booz Allen Hamilton BAH $8.64B	219	-15	-6%	$4.4B
28	28 DELISTED Triumph Group TGI	205	-21	-9%	$1.38B
29	29 Moog Inc Class A MOG.A $11.7B	198	0	0%	$1.78B
30	30 TTM Technologies TTMI $10.9B	196	+42	+27%	$875M
31	31 HEICO Corp HEI $41.7B	193	+3	+2%	$1.25B
32	32 MACOM Technology Solutions MTSI $22.2B	178	+10	+6%	$1.64B
33	MANT 33 DELISTED Mantech International Corp MANT	174	+9	+5%	$932M
34	34 V2X VVX $2.14B	171	-1	-0.6%	$136M
35	35 Embraer S.A. ADS EMBJ $12.7B	167	-23	-12%	$1.57B
36	36 DELISTED Kaman Corp KAMN	167	+15	+10%	$1.18B
37	37 Viasat VSAT $8.5B	166	+11	+7%	$3.46B
38	38 Mercury Systems MRCY $4.61B	162	-9	-5%	$928M
39	39 AAR Corp AIR $3.9B	160	+11	+7%	$954M
40	40 ESCO Technologies ESE $6.67B	156	+2	+1%	$1.14B
41	41 DHI Group DHX $213M	155	-6	-4%	$351M
42	42 HEICO Corp Class A HEI.A $31.4B	148	-11	-7%	$1.92B
43	43 CAE Inc CAE $7.48B	143	+5	+4%	$2.38B
44	AJRD 44 DELISTED Aerojet Rocketdyne Holdings AJRD	139	-2	-1%	$1.15B
45	45 National Presto Industries NPK $1.04B	133	-5	-4%	$323M
46	46 AeroVironment AVAV $6.13B	128	-5	-4%	$410M
47	47 DELISTED CIRCOR International, Inc CIR	126	-5	-4%	$993M
48	48 Comtech Telecommunications CMTL $38.4M	126	-21	-14%	$252M
49	49 Kratos Defense & Security Solutions KTOS $7.38B	117	+11	+10%	$284M
50	50 Kopin KOPN $690M	97	+4	+4%	$79.4M