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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 COPT Defense Properties CDP $3.81B	260	+13	+5%	$3.18B
27	27 NewMarket NEU $8.19B	257	+5	+2%	$2.63B
28	28 KBR KBR $4.56B	237	-11	-4%	$2.94B
29	AJRD 29 DELISTED Aerojet Rocketdyne Holdings AJRD	234	+36	+18%	$2.85B
30	30 TTM Technologies TTMI $9.93B	227	+9	+4%	$1.86B
31	31 AeroVironment AVAV $6.02B	226	+27	+14%	$2.27B
32	32 HEICO Corp Class A HEI.A $31.6B	223	+27	+14%	$4.8B
33	33 Moog Inc Class A MOG.A $11.4B	215	-4	-2%	$2.66B
34	MANT 34 DELISTED Mantech International Corp MANT	214	+20	+10%	$1.64B
35	35 Mercury Systems MRCY $4.47B	214	+12	+6%	$2.76B
36	36 AAR Corp AIR $3.86B	204	+21	+11%	$1.49B
37	37 DELISTED Kaman Corp KAMN	203	0	0%	$1.77B
38	38 Viasat VSAT $8.07B	190	+2	+1%	$4.04B
39	39 Kratos Defense & Security Solutions KTOS $7.18B	183	+20	+12%	$1.39B
40	40 CAE Inc CAE $7.47B	173	-3	-2%	$2.71B
41	41 DELISTED Triumph Group TGI	169	-10	-6%	$1.25B
42	42 V2X VVX $2.15B	167	-11	-6%	$307M
43	43 Comtech Telecommunications CMTL $37.2M	165	+8	+5%	$764M
44	44 ESCO Technologies ESE $6.55B	165	+10	+6%	$1.68B
45	45 Embraer S.A. ADS EMBJ $12.6B	159	+10	+7%	$1.69B
46	46 MACOM Technology Solutions MTSI $20.8B	145	-6	-4%	$1.13B
47	47 National Presto Industries NPK $1.04B	142	-2	-1%	$592M
48	MAXR 48 DELISTED Maxar Technologies Inc. Common Stock MAXR	134	-2	-1%	$1.85B
49	49 Elbit Systems ESLT $34.1B	124	0	0%	$406M
50	50 DELISTED CIRCOR International, Inc CIR	123	-4	-3%	$1.07B