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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 $1.71B	267	-4	-1%	$1.67B
27	AJRD 27 DELISTED Aerojet Rocketdyne Holdings AJRD	266	+9	+4%	$3.21B
28	28 Fluor FLR $6.37B	263	-14	-5%	$802M
29	29 NewMarket NEU $8.19B	258	-20	-7%	$2.11B
30	30 COPT Defense Properties CDP $3.77B	256	-5	-2%	$2.67B
31	31 KBR KBR $4.44B	254	+9	+4%	$3.18B
32	MANT 32 DELISTED Mantech International Corp MANT	226	-1	-0.4%	$1.84B
33	33 AeroVironment AVAV $6.13B	220	-5	-2%	$1.13B
34	34 Kratos Defense & Security Solutions KTOS $7.38B	214	-17	-7%	$2.14B
35	35 Viasat VSAT $8.5B	213	+14	+7%	$1.95B
36	36 Moog Inc Class A MOG.A $11.7B	197	-2	-1%	$1.79B
37	37 MACOM Technology Solutions MTSI $22.2B	197	+21	+12%	$1.6B
38	38 ESCO Technologies ESE $6.67B	195	+5	+3%	$1.96B
39	39 TTM Technologies TTMI $10.9B	190	+8	+4%	$1.3B
40	MAXR 40 DELISTED Maxar Technologies Inc. Common Stock MAXR	178	+27	+18%	$1.08B
41	41 DELISTED Kaman Corp KAMN	167	-3	-2%	$1.01B
42	42 CAE Inc CAE $7.48B	165	-10	-6%	$2.28B
43	43 Palantir PLTR $483B	165	+165	–	$1.67B
44	44 V2X VVX $2.14B	157	-9	-5%	$404M
45	45 AAR Corp AIR $3.9B	153	-8	-5%	$580M
46	46 Comtech Telecommunications CMTL $38.4M	151	-3	-2%	$279M
47	47 DELISTED Triumph Group TGI	146	-7	-5%	$302M
48	48 Parsons PSN $4.57B	144	+9	+7%	$3.48B
49	49 National Presto Industries NPK $1.04B	124	+3	+2%	$326M
50	50 Elbit Systems ESLT $32.9B	123	+1	+0.8%	$505M