← All themes

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 $8.19B	278	+9	+3%	$2.45B
27	27 Fluor FLR $6.37B	277	-10	-3%	$1.13B
28	28 Olin OLN $1.71B	271	-2	-0.7%	$1.65B
29	29 COPT Defense Properties CDP $3.77B	261	+36	+16%	$2.84B
30	AJRD 30 DELISTED Aerojet Rocketdyne Holdings AJRD	257	+9	+4%	$3.25B
31	31 KBR KBR $4.44B	245	+21	+9%	$3.22B
32	32 Kratos Defense & Security Solutions KTOS $7.38B	231	+15	+7%	$1.68B
33	MANT 33 DELISTED Mantech International Corp MANT	227	+4	+2%	$1.84B
34	34 AeroVironment AVAV $6.13B	225	+24	+12%	$1.52B
35	35 Moog Inc Class A MOG.A $11.7B	199	-4	-2%	$1.52B
36	36 Viasat VSAT $8.5B	199	+2	+1%	$2.1B
37	37 ESCO Technologies ESE $6.67B	190	-4	-2%	$2.07B
38	38 TTM Technologies TTMI $10.9B	182	+12	+7%	$1.42B
39	39 MACOM Technology Solutions MTSI $22.2B	176	+20	+13%	$1.64B
40	40 CAE Inc CAE $7.48B	175	-27	-13%	$2.32B
41	41 DELISTED Kaman Corp KAMN	170	-4	-2%	$1.06B
42	42 V2X VVX $2.14B	166	+2	+1%	$532M
43	43 AAR Corp AIR $3.9B	161	-6	-4%	$649M
44	44 Comtech Telecommunications CMTL $38.4M	154	-4	-3%	$341M
45	45 DELISTED Triumph Group TGI	153	-9	-6%	$404M
46	MAXR 46 DELISTED Maxar Technologies Inc. Common Stock MAXR	151	+25	+20%	$807M
47	47 Parsons PSN $4.57B	135	+9	+7%	$3.65B
48	48 Embraer S.A. ADS EMBJ $12.7B	130	-15	-10%	$419M
49	49 Elbit Systems ESLT $32.9B	122	-2	-2%	$530M
50	50 National Presto Industries NPK $1.04B	121	-1	-0.8%	$358M