← 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 Fluor FLR $6.37B	278	-14	-5%	$1.89B
27	27 KBR KBR $4.44B	276	-8	-3%	$5.84B
28	28 BWX Technologies BWXT $12.3B	269	-17	-6%	$4.84B
29	AJRD 29 DELISTED Aerojet Rocketdyne Holdings AJRD	257	-3	-1%	$3.2B
30	30 Mercury Systems MRCY $4.61B	251	-3	-1%	$2.51B
31	31 NewMarket NEU $8.19B	246	-3	-1%	$1.99B
32	32 COPT Defense Properties CDP $3.77B	244	-2	-0.8%	$3.11B
33	33 Kratos Defense & Security Solutions KTOS $7.38B	243	-1	-0.4%	$2.4B
34	34 C3.ai AI $1.88B	242	+2	+0.8%	$2.37B
35	35 Viasat VSAT $8.5B	224	-5	-2%	$3.58B
36	36 Moog Inc Class A MOG.A $11.7B	219	+3	+1%	$2.13B
37	37 AeroVironment AVAV $6.13B	218	-19	-8%	$1.76B
38	MANT 38 DELISTED Mantech International Corp MANT	205	-1	-0.5%	$2.06B
39	MAXR 39 DELISTED Maxar Technologies Inc. Common Stock MAXR	204	-13	-6%	$1.52B
40	40 MACOM Technology Solutions MTSI $22.2B	203	+1	+0.5%	$3.26B
41	41 TTM Technologies TTMI $10.9B	201	-1	-0.5%	$1.32B
42	42 ESCO Technologies ESE $6.67B	195	+12	+7%	$1.88B
43	43 CAE Inc CAE $7.48B	177	-13	-7%	$5.5B
44	44 Cognyte Software CGNT $619M	176	0	0%	$1.23B
45	45 DELISTED Triumph Group TGI	176	+7	+4%	$1.12B
46	46 AAR Corp AIR $3.9B	175	-6	-3%	$1.07B
47	47 DELISTED Kaman Corp KAMN	164	-9	-5%	$909M
48	48 Parsons PSN $4.57B	160	+7	+5%	$3.48B
49	49 V2X VVX $2.14B	151	+7	+5%	$527M
50	50 Embraer S.A. ADS EMBJ $12.7B	144	+1	+0.7%	$1.14B