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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 Curtiss-Wright CW $18.5B	336	-16	-5%	$4.23B
27	27 Woodward WWD $19.4B	318	-13	-4%	$4.71B
28	28 BWX Technologies BWXT $12.3B	290	-3	-1%	$4.99B
29	AJRD 29 DELISTED Aerojet Rocketdyne Holdings AJRD	280	-1	-0.4%	$3.08B
30	30 COPT Defense Properties CDP $3.77B	256	+14	+6%	$3.17B
31	31 Kratos Defense & Security Solutions KTOS $7.38B	255	+16	+7%	$1.5B
32	32 Mercury Systems MRCY $4.61B	252	-2	-0.8%	$3.65B
33	MANT 33 DELISTED Mantech International Corp MANT	239	+1	+0.4%	$2.59B
34	34 AeroVironment AVAV $6.13B	236	+7	+3%	$1.82B
35	35 MACOM Technology Solutions MTSI $22.2B	229	-17	-7%	$2.33B
36	36 Moog Inc Class A MOG.A $11.7B	225	-12	-5%	$2.24B
37	MAXR 37 DELISTED Maxar Technologies Inc. Common Stock MAXR	218	-7	-3%	$1.51B
38	38 NewMarket NEU $8.19B	217	-20	-8%	$1.73B
39	39 C3.ai AI $1.88B	214	-15	-7%	$868M
40	40 Viasat VSAT $8.5B	203	-27	-12%	$1.9B
41	41 TTM Technologies TTMI $10.9B	200	+16	+9%	$1.22B
42	42 AAR Corp AIR $3.9B	197	-2	-1%	$1.45B
43	43 CAE Inc CAE $7.48B	188	-7	-4%	$4.89B
44	44 ESCO Technologies ESE $6.67B	181	-5	-3%	$1.69B
45	45 Parsons PSN $4.57B	176	-1	-0.6%	$4.18B
46	46 DELISTED Triumph Group TGI	176	-16	-8%	$823M
47	47 Rocket Lab Corp RKLB $37.8B	171	+34	+25%	$1.05B
48	48 Planet Labs PL $5.14B	162	+25	+18%	$451M
49	49 DELISTED Kaman Corp KAMN	156	-7	-4%	$764M
50	50 Elbit Systems ESLT $32.9B	145	+3	+2%	$1.41B