← 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	315	+37	+13%	$3.02B
27	27 KBR KBR $4.44B	301	+25	+9%	$6.96B
28	28 BWX Technologies BWXT $12.3B	280	+11	+4%	$4.25B
29	AJRD 29 DELISTED Aerojet Rocketdyne Holdings AJRD	258	+1	+0.4%	$3.5B
30	30 COPT Defense Properties CDP $3.77B	256	+12	+5%	$3.26B
31	31 C3.ai AI $1.88B	252	+10	+4%	$1.54B
32	32 Mercury Systems MRCY $4.61B	252	+1	+0.4%	$3.14B
33	33 NewMarket NEU $8.19B	246	0	0%	$1.95B
34	34 Kratos Defense & Security Solutions KTOS $7.38B	242	-1	-0.4%	$2.06B
35	35 MACOM Technology Solutions MTSI $22.2B	238	+35	+17%	$3.92B
36	36 AeroVironment AVAV $6.13B	232	+14	+6%	$1.32B
37	37 Viasat VSAT $8.5B	226	+2	+0.9%	$2.77B
38	MANT 38 DELISTED Mantech International Corp MANT	221	+16	+8%	$1.96B
39	39 Moog Inc Class A MOG.A $11.7B	217	-2	-0.9%	$2.26B
40	MAXR 40 DELISTED Maxar Technologies Inc. Common Stock MAXR	210	+6	+3%	$1.62B
41	41 TTM Technologies TTMI $10.9B	206	+5	+2%	$1.54B
42	42 ESCO Technologies ESE $6.67B	196	+1	+0.5%	$2.19B
43	43 AAR Corp AIR $3.9B	187	+12	+7%	$1.33B
44	44 CAE Inc CAE $7.48B	184	+7	+4%	$4.74B
45	45 DELISTED Triumph Group TGI	178	+2	+1%	$1.14B
46	46 DELISTED Kaman Corp KAMN	170	+6	+4%	$1.06B
47	47 Cognyte Software CGNT $619M	165	-11	-6%	$947M
48	48 Embraer S.A. ADS EMBJ $12.7B	162	+18	+13%	$1.27B
49	49 V2X VVX $2.14B	160	+9	+6%	$482M
50	50 Parsons PSN $4.57B	158	-2	-1%	$3.4B