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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 Olin OLN $1.78B	273	-30	-10%	$1.73B
27	27 NewMarket NEU $8.14B	269	-27	-9%	$2.34B
28	28 Mercury Systems MRCY $4.56B	261	-10	-4%	$3.95B
29	AJRD 29 DELISTED Aerojet Rocketdyne Holdings AJRD	248	+5	+2%	$3.42B
30	30 COPT Defense Properties CDP $3.77B	225	-31	-12%	$2.47B
31	31 KBR KBR $4.55B	224	-48	-18%	$2.92B
32	MANT 32 DELISTED Mantech International Corp MANT	223	0	0%	$1.97B
33	33 Kratos Defense & Security Solutions KTOS $7.51B	216	-9	-4%	$1.28B
34	34 Moog Inc Class A MOG.A $11.6B	203	-42	-17%	$1.45B
35	35 CAE Inc CAE $7.58B	202	+6	+3%	$1.74B
36	36 AeroVironment AVAV $6.21B	201	-2	-1%	$1.25B
37	37 Viasat VSAT $8.15B	197	-26	-12%	$1.99B
38	38 ESCO Technologies ESE $6.45B	194	-13	-6%	$1.87B
39	39 DELISTED Kaman Corp KAMN	174	-31	-15%	$973M
40	40 TTM Technologies TTMI $10.2B	170	-12	-7%	$1.2B
41	41 AAR Corp AIR $3.91B	167	-31	-16%	$578M
42	42 V2X VVX $2.15B	164	-9	-5%	$437M
43	43 DELISTED Triumph Group TGI	162	-21	-11%	$348M
44	44 Comtech Telecommunications CMTL $43.7M	158	-11	-7%	$284M
45	45 MACOM Technology Solutions MTSI $20.6B	156	-7	-4%	$945M
46	46 Embraer S.A. ADS EMBJ $13B	145	+10	+7%	$696M
47	MAXR 47 DELISTED Maxar Technologies Inc. Common Stock MAXR	126	-2	-2%	$481M
48	48 Parsons PSN $4.65B	126	+10	+9%	$3.21B
49	49 Elbit Systems ESLT $34.7B	124	-2	-2%	$589M
50	50 National Presto Industries NPK $1.05B	122	-13	-10%	$293M