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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	292	-4	-1%	$2.05B
27	27 BWX Technologies BWXT $12.6B	286	+9	+3%	$5.3B
28	28 KBR KBR $4.59B	284	+7	+3%	$5.55B
29	AJRD 29 DELISTED Aerojet Rocketdyne Holdings AJRD	260	0	0%	$3.68B
30	30 Mercury Systems MRCY $4.65B	254	-28	-10%	$3.48B
31	31 NewMarket NEU $8.16B	249	-12	-5%	$1.98B
32	32 COPT Defense Properties CDP $3.77B	246	-21	-8%	$3.2B
33	33 Kratos Defense & Security Solutions KTOS $7.65B	244	-4	-2%	$3.04B
34	34 C3.ai AI $1.96B	240	+38	+19%	$2.63B
35	35 AeroVironment AVAV $6.26B	237	-8	-3%	$1.97B
36	36 Viasat VSAT $8.47B	229	-6	-3%	$3.17B
37	MAXR 37 DELISTED Maxar Technologies Inc. Common Stock MAXR	217	-11	-5%	$2.22B
38	38 Moog Inc Class A MOG.A $11.6B	216	+4	+2%	$2.32B
39	MANT 39 DELISTED Mantech International Corp MANT	206	-21	-9%	$2.35B
40	40 MACOM Technology Solutions MTSI $20.7B	202	-26	-11%	$3.15B
41	41 TTM Technologies TTMI $10.7B	202	-7	-3%	$1.59B
42	42 CAE Inc CAE $7.7B	190	+1	+0.5%	$5.67B
43	43 ESCO Technologies ESE $6.55B	183	-1	-0.5%	$2.29B
44	44 AAR Corp AIR $3.94B	181	+7	+4%	$1.26B
45	45 Cognyte Software CGNT $651M	176	+4	+2%	$1.46B
46	46 DELISTED Kaman Corp KAMN	173	0	0%	$1.3B
47	47 DELISTED Triumph Group TGI	169	-3	-2%	$1.22B
48	48 Parsons PSN $4.71B	153	+13	+9%	$4.13B
49	49 Comtech Telecommunications CMTL $43.4M	147	+1	+0.7%	$481M
50	50 nLIGHT LASR $2.05B	146	-17	-10%	$1.44B