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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 NewMarket NEU $8.19B	259	+9	+4%	$2.61B
27	27 Saic SAIC $5.51B	256	+12	+5%	$2.13B
28	28 KBR KBR $4.44B	238	+20	+9%	$2.77B
29	29 TTM Technologies TTMI $10.9B	235	+14	+6%	$1.68B
30	30 Moog Inc Class A MOG.A $11.7B	220	+15	+7%	$2.66B
31	31 Mercury Systems MRCY $4.61B	220	+10	+5%	$2.32B
32	AJRD 32 DELISTED Aerojet Rocketdyne Holdings AJRD	212	-3	-1%	$2.36B
33	33 DELISTED Triumph Group TGI	212	+17	+9%	$1.44B
34	34 Viasat VSAT $8.5B	200	+18	+10%	$4.72B
35	MANT 35 DELISTED Mantech International Corp MANT	199	+19	+11%	$1.27B
36	36 AeroVironment AVAV $6.13B	193	+19	+11%	$1.01B
37	37 HEICO Corp Class A HEI.A $31.4B	183	+7	+4%	$3.18B
38	38 DELISTED Kaman Corp KAMN	178	+16	+10%	$1.54B
39	39 Kratos Defense & Security Solutions KTOS $7.38B	177	+11	+7%	$835M
40	40 AAR Corp AIR $3.9B	172	+2	+1%	$1.22B
41	41 MACOM Technology Solutions MTSI $22.2B	169	-19	-10%	$1.9B
42	42 CAE Inc CAE $7.48B	168	+1	+0.6%	$2.69B
43	43 Embraer S.A. ADS EMBJ $12.7B	168	+14	+9%	$2.12B
44	44 ESCO Technologies ESE $6.67B	167	+9	+6%	$1.49B
45	45 V2X VVX $2.14B	166	+21	+14%	$297M
46	46 Comtech Telecommunications CMTL $38.4M	156	+28	+22%	$459M
47	47 Elbit Systems ESLT $32.9B	138	+14	+11%	$1.4B
48	48 National Presto Industries NPK $1.04B	138	+3	+2%	$428M
49	49 DHI Group DHX $213M	128	-1	-0.8%	$82.7M
50	50 DELISTED CIRCOR International, Inc CIR	119	+2	+2%	$841M