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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	252	-9	-3%	$2.66B
27	27 KBR KBR $4.44B	248	+11	+5%	$2.48B
28	28 COPT Defense Properties CDP $3.77B	247	-13	-5%	$3.07B
29	29 Moog Inc Class A MOG.A $11.7B	219	+3	+1%	$2.4B
30	30 TTM Technologies TTMI $10.9B	218	-8	-4%	$1.96B
31	31 DELISTED Kaman Corp KAMN	203	+28	+16%	$1.82B
32	32 Mercury Systems MRCY $4.61B	202	-20	-9%	$1.98B
33	33 AeroVironment AVAV $6.13B	199	+24	+14%	$1.4B
34	AJRD 34 DELISTED Aerojet Rocketdyne Holdings AJRD	198	-15	-7%	$2.4B
35	35 HEICO Corp Class A HEI.A $31.4B	196	+6	+3%	$3.86B
36	MANT 36 DELISTED Mantech International Corp MANT	194	-13	-6%	$1.39B
37	37 Viasat VSAT $8.5B	188	-9	-5%	$4.11B
38	38 AAR Corp AIR $3.9B	183	+3	+2%	$1.49B
39	39 DELISTED Triumph Group TGI	179	-23	-11%	$1.06B
40	40 V2X VVX $2.14B	178	+2	+1%	$304M
41	41 CAE Inc CAE $7.48B	176	+5	+3%	$2.89B
42	42 Kratos Defense & Security Solutions KTOS $7.38B	163	-10	-6%	$1.07B
43	43 Comtech Telecommunications CMTL $38.4M	157	+2	+1%	$656M
44	44 ESCO Technologies ESE $6.67B	155	-12	-7%	$1.43B
45	45 MACOM Technology Solutions MTSI $22.2B	151	+2	+1%	$1.35B
46	46 Embraer S.A. ADS EMBJ $12.7B	149	-11	-7%	$2.17B
47	47 National Presto Industries NPK $1.04B	144	+7	+5%	$577M
48	MAXR 48 DELISTED Maxar Technologies Inc. Common Stock MAXR	136	+37	+37%	$2.76B
49	49 DELISTED CIRCOR International, Inc CIR	127	+15	+13%	$833M
50	50 Elbit Systems ESLT $32.9B	124	-8	-6%	$443M