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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 $13.3B	240	-7	-3%	$2.77B
27	27 Curtiss-Wright CW $18.5B	235	-27	-10%	$3.14B
28	28 DELISTED Triumph Group TGI	217	+9	+4%	$1.58B
29	29 HEICO Corp HEI $41.7B	208	+3	+1%	$1.65B
30	30 Moog Inc Class A MOG.A $11.7B	202	-1	-0.5%	$2.17B
31	31 Mercury Systems MRCY $4.61B	200	+7	+4%	$1.95B
32	32 KBR KBR $4.44B	198	-15	-7%	$2.38B
33	33 MACOM Technology Solutions MTSI $22.2B	196	-3	-2%	$2.85B
34	34 Viasat VSAT $8.5B	194	+1	+0.5%	$3.85B
35	MANT 35 DELISTED Mantech International Corp MANT	171	+14	+9%	$1.02B
36	36 DELISTED Kaman Corp KAMN	164	-14	-8%	$1.33B
37	37 HEICO Corp Class A HEI.A $31.4B	163	+2	+1%	$2.5B
38	38 CAE Inc CAE $7.48B	162	+4	+3%	$2.63B
39	39 ESCO Technologies ESE $6.67B	161	0	0%	$1.46B
40	AJRD 40 DELISTED Aerojet Rocketdyne Holdings AJRD	160	-5	-3%	$1.46B
41	41 AAR Corp AIR $3.9B	159	+13	+9%	$1.06B
42	42 V2X VVX $2.14B	157	+5	+3%	$304M
43	43 AeroVironment AVAV $6.13B	148	+13	+10%	$706M
44	44 Embraer S.A. ADS EMBJ $12.7B	147	-13	-8%	$1.69B
45	45 DHI Group DHX $213M	139	+2	+1%	$122M
46	46 Kratos Defense & Security Solutions KTOS $7.38B	139	+9	+7%	$758M
47	47 National Presto Industries NPK $1.04B	139	+12	+9%	$426M
48	48 DELISTED CIRCOR International, Inc CIR	122	-3	-2%	$1.03B
49	49 Comtech Telecommunications CMTL $38.4M	122	+10	+9%	$397M
50	50 Elbit Systems ESLT $32.9B	106	-13	-11%	$596M