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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	244	-6	-2%	$3.77B
27	27 TTM Technologies TTMI $10.9B	237	-6	-2%	$1.69B
28	28 KBR KBR $4.44B	213	-30	-12%	$2.17B
29	29 DELISTED Triumph Group TGI	208	-2	-1%	$1.28B
30	30 HEICO Corp HEI $41.7B	205	+4	+2%	$1.6B
31	31 Moog Inc Class A MOG.A $11.7B	203	-1	-0.5%	$2.03B
32	32 MACOM Technology Solutions MTSI $22.2B	199	+18	+10%	$2.21B
33	33 Mercury Systems MRCY $4.61B	193	+10	+5%	$1.85B
34	34 Viasat VSAT $8.5B	193	-3	-2%	$3.51B
35	35 DELISTED Kaman Corp KAMN	178	+5	+3%	$1.31B
36	AJRD 36 DELISTED Aerojet Rocketdyne Holdings AJRD	165	+10	+6%	$1.51B
37	37 ESCO Technologies ESE $6.67B	161	-6	-4%	$1.44B
38	38 HEICO Corp Class A HEI.A $31.4B	161	0	0%	$2.43B
39	39 Embraer S.A. ADS EMBJ $12.7B	160	+7	+5%	$2.03B
40	40 CAE Inc CAE $7.48B	158	+4	+3%	$2.47B
41	MANT 41 DELISTED Mantech International Corp MANT	157	-13	-8%	$853M
42	42 V2X VVX $2.14B	152	-14	-8%	$206M
43	43 AAR Corp AIR $3.9B	146	-20	-12%	$1.04B
44	44 DHI Group DHX $213M	137	-5	-4%	$167M
45	45 AeroVironment AVAV $6.13B	135	-8	-6%	$533M
46	46 Kratos Defense & Security Solutions KTOS $7.38B	130	+2	+2%	$486M
47	47 National Presto Industries NPK $1.04B	127	-9	-7%	$392M
48	48 DELISTED CIRCOR International, Inc CIR	125	-20	-14%	$1.03B
49	49 Elbit Systems ESLT $32.9B	119	+20	+20%	$518M
50	50 Comtech Telecommunications CMTL $38.4M	112	-13	-10%	$287M