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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 $8.16B	296	+1	+0.3%	$3.03B
27	27 BWX Technologies BWXT $12.6B	290	+16	+6%	$6.17B
28	28 KBR KBR $4.59B	272	+20	+8%	$4.25B
29	29 Mercury Systems MRCY $4.65B	271	-14	-5%	$3.7B
30	30 COPT Defense Properties CDP $3.77B	256	+13	+5%	$3.16B
31	31 Moog Inc Class A MOG.A $11.6B	245	+14	+6%	$2.56B
32	AJRD 32 DELISTED Aerojet Rocketdyne Holdings AJRD	243	-13	-5%	$3.88B
33	33 Kratos Defense & Security Solutions KTOS $7.65B	225	+1	+0.4%	$1.63B
34	MANT 34 DELISTED Mantech International Corp MANT	223	+24	+12%	$2.14B
35	35 Viasat VSAT $8.47B	223	0	0%	$3.94B
36	36 ESCO Technologies ESE $6.55B	207	+13	+7%	$2.28B
37	37 DELISTED Kaman Corp KAMN	205	+18	+10%	$1.69B
38	38 AeroVironment AVAV $6.26B	203	+8	+4%	$1.31B
39	39 AAR Corp AIR $3.94B	198	+19	+11%	$1.46B
40	40 CAE Inc CAE $7.7B	196	+5	+3%	$3.61B
41	41 DELISTED Triumph Group TGI	183	+13	+8%	$1.35B
42	42 TTM Technologies TTMI $10.7B	182	-1	-0.5%	$1.78B
43	43 V2X VVX $2.15B	173	+8	+5%	$524M
44	44 Comtech Telecommunications CMTL $43.4M	169	-9	-5%	$772M
45	45 MACOM Technology Solutions MTSI $20.7B	163	+4	+3%	$1.31B
46	46 Embraer S.A. ADS EMBJ $12.8B	135	-3	-2%	$1.59B
47	47 National Presto Industries NPK $1.05B	135	+3	+2%	$429M
48	48 DELISTED CIRCOR International, Inc CIR	131	-10	-7%	$922M
49	49 Ducommun DCO $2.58B	128	+2	+2%	$489M
50	MAXR 50 DELISTED Maxar Technologies Inc. Common Stock MAXR	128	+10	+8%	$698M