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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 CACI CACI $13.5B	249	+23	+10%	$2.78B
27	27 KBR KBR $4.59B	243	+2	+0.8%	$2.3B
28	28 TTM Technologies TTMI $10.7B	243	+47	+24%	$1.33B
29	29 DELISTED Triumph Group TGI	210	+5	+2%	$1.25B
30	30 Moog Inc Class A MOG.A $11.6B	204	+6	+3%	$1.95B
31	31 HEICO Corp HEI $43.1B	201	+8	+4%	$1.39B
32	32 Viasat VSAT $8.47B	196	+30	+18%	$3.52B
33	33 Mercury Systems MRCY $4.65B	183	+21	+13%	$1.17B
34	34 MACOM Technology Solutions MTSI $20.7B	181	+3	+2%	$1.9B
35	35 DELISTED Kaman Corp KAMN	173	+6	+4%	$1.33B
36	MANT 36 DELISTED Mantech International Corp MANT	170	-4	-2%	$1.03B
37	37 ESCO Technologies ESE $6.55B	167	+11	+7%	$1.37B
38	38 AAR Corp AIR $3.94B	166	+6	+4%	$1.01B
39	39 V2X VVX $2.15B	166	-5	-3%	$216M
40	40 HEICO Corp Class A HEI.A $32.3B	161	+13	+9%	$2.2B
41	AJRD 41 DELISTED Aerojet Rocketdyne Holdings AJRD	155	+16	+12%	$1.23B
42	42 CAE Inc CAE $7.7B	154	+11	+8%	$2.29B
43	43 Embraer S.A. ADS EMBJ $12.8B	153	-14	-8%	$1.74B
44	44 DELISTED CIRCOR International, Inc CIR	145	+19	+15%	$1.08B
45	45 AeroVironment AVAV $6.26B	143	+15	+12%	$493M
46	46 DHI Group DHX $217M	142	-13	-8%	$266M
47	47 National Presto Industries NPK $1.05B	136	+3	+2%	$400M
48	48 Kratos Defense & Security Solutions KTOS $7.65B	128	+11	+9%	$399M
49	49 Comtech Telecommunications CMTL $43.4M	125	-1	-0.8%	$234M
50	50 Ducommun DCO $2.58B	108	+15	+16%	$240M