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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 Fluor FLR $6.38B	296	+16	+6%	$2.38B
27	27 Mercury Systems MRCY $4.65B	282	+5	+2%	$3.75B
28	28 BWX Technologies BWXT $12.6B	277	-3	-1%	$6.1B
29	29 KBR KBR $4.59B	277	+14	+5%	$5.42B
30	30 COPT Defense Properties CDP $3.77B	267	+18	+7%	$2.95B
31	31 NewMarket NEU $8.16B	261	-6	-2%	$2.33B
32	AJRD 32 DELISTED Aerojet Rocketdyne Holdings AJRD	260	-13	-5%	$3.63B
33	33 Kratos Defense & Security Solutions KTOS $7.65B	248	+14	+6%	$2.94B
34	34 AeroVironment AVAV $6.26B	245	+16	+7%	$2.24B
35	35 Viasat VSAT $8.47B	235	+35	+18%	$2.93B
36	MAXR 36 DELISTED Maxar Technologies Inc. Common Stock MAXR	228	+31	+16%	$1.97B
37	37 MACOM Technology Solutions MTSI $20.7B	228	+22	+11%	$2.83B
38	MANT 38 DELISTED Mantech International Corp MANT	227	+3	+1%	$2.31B
39	39 Moog Inc Class A MOG.A $11.6B	212	+7	+3%	$2.28B
40	40 TTM Technologies TTMI $10.7B	209	+13	+7%	$1.61B
41	41 C3.ai AI $1.96B	202	+43	+27%	$3.06B
42	42 CAE Inc CAE $7.7B	189	+14	+8%	$5.31B
43	43 ESCO Technologies ESE $6.55B	184	-18	-9%	$2.68B
44	44 AAR Corp AIR $3.94B	174	+2	+1%	$1.33B
45	45 DELISTED Kaman Corp KAMN	173	+4	+2%	$1.32B
46	46 Cognyte Software CGNT $651M	172	+172	–	$1.7B
47	47 DELISTED Triumph Group TGI	172	+7	+4%	$1.05B
48	48 nLIGHT LASR $2.05B	163	+12	+8%	$1.26B
49	49 V2X VVX $2.15B	155	-6	-4%	$571M
50	50 Comtech Telecommunications CMTL $43.4M	146	+2	+1%	$511M