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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 $12.3B	264	+9	+4%	$5B
27	27 Mercury Systems MRCY $4.61B	246	+45	+22%	$3.02B
28	28 COPT Defense Properties CDP $3.77B	239	-17	-7%	$2.97B
29	29 KBR KBR $4.44B	236	-6	-2%	$2.7B
30	30 Moog Inc Class A MOG.A $11.7B	236	+2	+0.9%	$2.67B
31	31 HEICO Corp Class A HEI.A $31.4B	233	+12	+5%	$5.49B
32	AJRD 32 DELISTED Aerojet Rocketdyne Holdings AJRD	227	+1	+0.4%	$3.13B
33	33 AeroVironment AVAV $6.13B	224	+21	+10%	$1.38B
34	34 Kratos Defense & Security Solutions KTOS $7.38B	216	+32	+17%	$1.38B
35	35 Viasat VSAT $8.5B	208	+17	+9%	$4.59B
36	36 TTM Technologies TTMI $10.9B	202	+1	+0.5%	$1.35B
37	MANT 37 DELISTED Mantech International Corp MANT	199	+5	+3%	$1.4B
38	38 AAR Corp AIR $3.9B	197	+21	+12%	$1.03B
39	39 CAE Inc CAE $7.48B	186	+13	+8%	$2.92B
40	40 DELISTED Kaman Corp KAMN	186	+2	+1%	$1.53B
41	41 DELISTED Triumph Group TGI	186	+9	+5%	$988M
42	42 ESCO Technologies ESE $6.67B	181	+3	+2%	$1.65B
43	43 Comtech Telecommunications CMTL $38.4M	173	+15	+9%	$488M
44	44 V2X VVX $2.14B	170	+2	+1%	$265M
45	45 MACOM Technology Solutions MTSI $22.2B	152	0	0%	$832M
46	46 Embraer S.A. ADS EMBJ $12.7B	149	-11	-7%	$1.57B
47	47 National Presto Industries NPK $1.04B	148	-3	-2%	$515M
48	48 Elbit Systems ESLT $32.9B	127	-8	-6%	$440M
49	49 DELISTED CIRCOR International, Inc CIR	119	+4	+3%	$712M
50	50 Ducommun DCO $2.54B	109	0	0%	$418M