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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 Woodward WWD $19.4B	331	-8	-2%	$6.48B
27	27 KBR KBR $4.44B	319	+18	+6%	$8.09B
28	28 BWX Technologies BWXT $12.3B	293	+13	+5%	$4.8B
29	AJRD 29 DELISTED Aerojet Rocketdyne Holdings AJRD	281	+23	+9%	$2.97B
30	30 Mercury Systems MRCY $4.61B	254	+2	+0.8%	$3.77B
31	31 MACOM Technology Solutions MTSI $22.2B	246	+8	+3%	$3.01B
32	32 COPT Defense Properties CDP $3.77B	242	-14	-5%	$3.31B
33	33 Kratos Defense & Security Solutions KTOS $7.38B	239	-3	-1%	$2.17B
34	MANT 34 DELISTED Mantech International Corp MANT	238	+17	+8%	$2.35B
35	35 Moog Inc Class A MOG.A $11.7B	237	+20	+9%	$2.45B
36	36 NewMarket NEU $8.19B	237	-9	-4%	$1.84B
37	37 Viasat VSAT $8.5B	230	+4	+2%	$3B
38	38 C3.ai AI $1.88B	229	-23	-9%	$1.03B
39	39 AeroVironment AVAV $6.13B	229	-3	-1%	$2.09B
40	MAXR 40 DELISTED Maxar Technologies Inc. Common Stock MAXR	225	+15	+7%	$2.23B
41	41 AAR Corp AIR $3.9B	199	+12	+6%	$1.67B
42	42 CAE Inc CAE $7.48B	195	+11	+6%	$4.99B
43	43 DELISTED Triumph Group TGI	192	+14	+8%	$1.58B
44	44 ESCO Technologies ESE $6.67B	186	-10	-5%	$1.72B
45	45 TTM Technologies TTMI $10.9B	184	-22	-11%	$1.48B
46	46 Parsons PSN $4.57B	177	+19	+12%	$3.98B
47	47 DELISTED Kaman Corp KAMN	163	-7	-4%	$1.08B
48	48 Cognyte Software CGNT $619M	158	-7	-4%	$690M
49	49 V2X VVX $2.14B	153	-7	-4%	$372M
50	50 Embraer S.A. ADS EMBJ $12.7B	144	-18	-11%	$937M