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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	237	-3	-1%	$3.11B
27	27 HEICO Corp HEI $43.1B	236	+28	+13%	$2.1B
28	28 TTM Technologies TTMI $10.7B	221	-24	-10%	$1.68B
29	29 KBR KBR $4.59B	218	+20	+10%	$2.66B
30	AJRD 30 DELISTED Aerojet Rocketdyne Holdings AJRD	215	+55	+34%	$2.57B
31	31 Mercury Systems MRCY $4.65B	210	+10	+5%	$2.42B
32	32 Moog Inc Class A MOG.A $11.6B	205	+3	+1%	$2.56B
33	33 DELISTED Triumph Group TGI	195	-22	-10%	$1.52B
34	34 MACOM Technology Solutions MTSI $20.7B	188	-8	-4%	$2.52B
35	35 Viasat VSAT $8.47B	182	-12	-6%	$3.88B
36	MANT 36 DELISTED Mantech International Corp MANT	180	+9	+5%	$1.12B
37	37 HEICO Corp Class A HEI.A $32.3B	176	+13	+8%	$3.05B
38	38 AeroVironment AVAV $6.26B	174	+26	+18%	$956M
39	39 AAR Corp AIR $3.94B	170	+11	+7%	$1.15B
40	40 CAE Inc CAE $7.7B	167	+5	+3%	$2.59B
41	41 Kratos Defense & Security Solutions KTOS $7.65B	166	+27	+19%	$968M
42	42 DELISTED Kaman Corp KAMN	162	-2	-1%	$1.47B
43	43 ESCO Technologies ESE $6.55B	158	-3	-2%	$1.49B
44	44 Embraer S.A. ADS EMBJ $12.8B	154	+7	+5%	$2.08B
45	45 V2X VVX $2.15B	145	-12	-8%	$297M
46	46 National Presto Industries NPK $1.05B	135	-4	-3%	$420M
47	47 DHI Group DHX $217M	129	-10	-7%	$106M
48	48 Comtech Telecommunications CMTL $43.4M	128	+6	+5%	$416M
49	49 Elbit Systems ESLT $34.8B	124	+18	+17%	$701M
50	50 DELISTED CIRCOR International, Inc CIR	117	-5	-4%	$930M