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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 BWX Technologies BWXT $12.5B	280	+1	+0.4%	$5.61B
27	27 Fluor FLR $6.23B	280	+17	+6%	$1.54B
28	28 Mercury Systems MRCY $4.58B	277	0	0%	$4.73B
29	AJRD 29 DELISTED Aerojet Rocketdyne Holdings AJRD	273	+7	+3%	$4.16B
30	30 NewMarket NEU $8.12B	267	+9	+3%	$2.48B
31	31 KBR KBR $4.57B	263	+9	+4%	$4.39B
32	32 COPT Defense Properties CDP $3.78B	249	-7	-3%	$2.9B
33	33 Kratos Defense & Security Solutions KTOS $7.52B	234	+20	+9%	$3.02B
34	34 AeroVironment AVAV $6.15B	229	+9	+4%	$1.66B
35	MANT 35 DELISTED Mantech International Corp MANT	224	-2	-0.9%	$2.41B
36	36 MACOM Technology Solutions MTSI $20B	206	+9	+5%	$2.69B
37	37 Moog Inc Class A MOG.A $11.5B	205	+8	+4%	$2.2B
38	38 ESCO Technologies ESE $6.44B	202	+7	+4%	$2.54B
39	39 Viasat VSAT $8.12B	200	-13	-6%	$2.01B
40	MAXR 40 DELISTED Maxar Technologies Inc. Common Stock MAXR	197	+19	+11%	$1.76B
41	41 TTM Technologies TTMI $10.1B	196	+6	+3%	$1.51B
42	42 CAE Inc CAE $7.58B	175	+10	+6%	$4.65B
43	43 AAR Corp AIR $3.88B	172	+19	+12%	$1.15B
44	44 DELISTED Kaman Corp KAMN	169	+2	+1%	$1.5B
45	45 DELISTED Triumph Group TGI	165	+19	+13%	$603M
46	46 V2X VVX $2.15B	161	+4	+3%	$529M
47	47 C3.ai AI $1.91B	159	+159	–	$5.95B
48	48 nLIGHT LASR $2B	151	+35	+30%	$1.15B
49	49 Parsons PSN $4.66B	151	+7	+5%	$3.74B
50	50 Comtech Telecommunications CMTL $42.5M	144	-7	-5%	$418M