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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	261	+2	+0.8%	$2.67B
27	27 COPT Defense Properties CDP $3.77B	260	-12	-4%	$2.73B
28	28 KBR KBR $4.44B	237	-1	-0.4%	$2.21B
29	29 TTM Technologies TTMI $10.9B	226	-9	-4%	$1.66B
30	30 Mercury Systems MRCY $4.61B	222	+2	+0.9%	$2.28B
31	31 Moog Inc Class A MOG.A $11.7B	216	-4	-2%	$2.54B
32	AJRD 32 DELISTED Aerojet Rocketdyne Holdings AJRD	213	+1	+0.5%	$2.21B
33	MANT 33 DELISTED Mantech International Corp MANT	207	+8	+4%	$1.42B
34	34 DELISTED Triumph Group TGI	202	-10	-5%	$1.37B
35	35 Viasat VSAT $8.5B	197	-3	-2%	$4.16B
36	36 HEICO Corp Class A HEI.A $31.4B	190	+7	+4%	$3.62B
37	37 AAR Corp AIR $3.9B	180	+8	+5%	$1.4B
38	38 V2X VVX $2.14B	176	+10	+6%	$366M
39	39 AeroVironment AVAV $6.13B	175	-18	-9%	$871M
40	40 DELISTED Kaman Corp KAMN	175	-3	-2%	$1.59B
41	41 Kratos Defense & Security Solutions KTOS $7.38B	173	-4	-2%	$915M
42	42 CAE Inc CAE $7.48B	171	+3	+2%	$2.64B
43	43 ESCO Technologies ESE $6.67B	167	0	0%	$1.44B
44	44 Embraer S.A. ADS EMBJ $12.7B	160	-8	-5%	$2.28B
45	45 Comtech Telecommunications CMTL $38.4M	155	-1	-0.6%	$623M
46	46 MACOM Technology Solutions MTSI $22.2B	149	-20	-12%	$1B
47	47 National Presto Industries NPK $1.04B	137	-1	-0.7%	$420M
48	48 Elbit Systems ESLT $32.9B	132	-6	-4%	$1.25B
49	49 DHI Group DHX $213M	122	-6	-5%	$69.8M
50	50 DELISTED CIRCOR International, Inc CIR	112	-7	-6%	$771M