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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 BWX Technologies BWXT $12.6B	255	-20	-7%	$3.73B
27	27 NewMarket NEU $8.16B	246	-11	-4%	$2.61B
28	28 KBR KBR $4.59B	242	+5	+2%	$2.19B
29	29 Moog Inc Class A MOG.A $11.6B	234	+19	+9%	$2.4B
30	AJRD 30 DELISTED Aerojet Rocketdyne Holdings AJRD	226	-8	-3%	$3.01B
31	31 HEICO Corp Class A HEI.A $32.3B	221	-2	-0.9%	$4.01B
32	32 AeroVironment AVAV $6.26B	203	-23	-10%	$1.39B
33	33 Mercury Systems MRCY $4.65B	201	-13	-6%	$2.3B
34	34 TTM Technologies TTMI $10.7B	201	-26	-11%	$1.1B
35	MANT 35 DELISTED Mantech International Corp MANT	194	-20	-9%	$1.36B
36	36 Viasat VSAT $8.47B	191	+1	+0.5%	$3.63B
37	37 DELISTED Kaman Corp KAMN	184	-19	-9%	$1.47B
38	38 Kratos Defense & Security Solutions KTOS $7.65B	184	+1	+0.5%	$1.28B
39	39 ESCO Technologies ESE $6.55B	178	+13	+8%	$1.63B
40	40 DELISTED Triumph Group TGI	177	+8	+5%	$610M
41	41 AAR Corp AIR $3.94B	176	-28	-14%	$1.19B
42	42 CAE Inc CAE $7.7B	173	0	0%	$2.5B
43	43 V2X VVX $2.15B	168	+1	+0.6%	$213M
44	44 Embraer S.A. ADS EMBJ $12.8B	160	+1	+0.6%	$1.79B
45	45 Comtech Telecommunications CMTL $43.4M	158	-7	-4%	$514M
46	46 MACOM Technology Solutions MTSI $20.7B	152	+7	+5%	$724M
47	47 National Presto Industries NPK $1.05B	151	+9	+6%	$534M
48	48 Elbit Systems ESLT $34.8B	135	+11	+9%	$382M
49	49 DELISTED CIRCOR International, Inc CIR	115	-8	-7%	$463M
50	50 Ducommun DCO $2.58B	109	+4	+4%	$331M