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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 $6.37B	321	-22	-6%	$3.34B
27	27 BWX Technologies BWXT $12.3B	311	+21	+7%	$4.57B
28	28 Woodward WWD $19.4B	306	-12	-4%	$3.95B
29	29 AeroVironment AVAV $6.13B	272	+36	+15%	$1.86B
30	AJRD 30 DELISTED Aerojet Rocketdyne Holdings AJRD	269	-11	-4%	$3.02B
31	31 Kratos Defense & Security Solutions KTOS $7.38B	247	-8	-3%	$1.08B
32	32 MACOM Technology Solutions MTSI $22.2B	237	+8	+3%	$2.75B
33	33 Mercury Systems MRCY $4.61B	235	-17	-7%	$2.33B
34	34 COPT Defense Properties CDP $3.77B	232	-24	-9%	$2.82B
35	35 Moog Inc Class A MOG.A $11.7B	228	+3	+1%	$1.94B
36	36 NewMarket NEU $8.19B	228	+11	+5%	$1.75B
37	37 C3.ai AI $1.88B	225	+11	+5%	$578M
38	38 TTM Technologies TTMI $10.9B	220	+20	+10%	$1.31B
39	MAXR 39 DELISTED Maxar Technologies Inc. Common Stock MAXR	210	-8	-4%	$1.09B
40	40 Viasat VSAT $8.5B	205	+2	+1%	$1.91B
41	41 AAR Corp AIR $3.9B	197	0	0%	$1.19B
42	42 Rocket Lab Corp RKLB $37.8B	188	+17	+10%	$1.13B
43	43 CAE Inc CAE $7.48B	181	-7	-4%	$3.12B
44	44 Parsons PSN $4.57B	180	+4	+2%	$4.07B
45	45 ESCO Technologies ESE $6.67B	177	-4	-2%	$1.8B
46	46 Planet Labs PL $5.14B	170	+8	+5%	$632M
47	47 DELISTED Triumph Group TGI	166	-10	-6%	$546M
48	48 DELISTED Kaman Corp KAMN	155	-1	-0.6%	$675M
49	49 V2X VVX $2.14B	150	+5	+3%	$1.03B
50	50 Comtech Telecommunications CMTL $38.4M	143	+5	+4%	$202M