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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 Mercury Systems MRCY $4.56B	276	+30	+12%	$3.75B
27	27 NewMarket NEU $8.22B	269	0	0%	$2.47B
28	28 BWX Technologies BWXT $12.4B	262	-2	-0.8%	$5.4B
29	29 COPT Defense Properties CDP $3.79B	256	+17	+7%	$2.91B
30	30 Viasat VSAT $8.25B	248	+40	+19%	$4.52B
31	31 KBR KBR $4.58B	236	0	0%	$3.55B
32	32 Moog Inc Class A MOG.A $11.6B	231	-5	-2%	$2.9B
33	AJRD 33 DELISTED Aerojet Rocketdyne Holdings AJRD	227	0	0%	$3.95B
34	34 Kratos Defense & Security Solutions KTOS $7.49B	207	-9	-4%	$2.03B
35	35 CAE Inc CAE $7.61B	193	+7	+4%	$3.67B
36	MANT 36 DELISTED Mantech International Corp MANT	190	-9	-5%	$1.75B
37	37 AeroVironment AVAV $6.24B	188	-36	-16%	$1.16B
38	38 AAR Corp AIR $3.92B	183	-14	-7%	$1.17B
39	39 TTM Technologies TTMI $10.1B	183	-19	-9%	$1.16B
40	40 ESCO Technologies ESE $6.48B	181	0	0%	$2.07B
41	41 DELISTED Kaman Corp KAMN	181	-5	-3%	$1.67B
42	42 DELISTED Triumph Group TGI	172	-14	-8%	$1.17B
43	43 Comtech Telecommunications CMTL $41.6M	168	-5	-3%	$589M
44	44 V2X VVX $2.17B	167	-3	-2%	$425M
45	45 MACOM Technology Solutions MTSI $20.6B	156	+4	+3%	$750M
46	46 National Presto Industries NPK $1.05B	137	-11	-7%	$475M
47	47 DELISTED CIRCOR International, Inc CIR	135	+16	+13%	$924M
48	48 Embraer S.A. ADS EMBJ $12.9B	134	-15	-10%	$1.63B
49	49 Elbit Systems ESLT $34.7B	126	-1	-0.8%	$1.23B
50	50 Ducommun DCO $2.54B	125	+16	+15%	$432M