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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 BWX Technologies BWXT $12.6B	346	+35	+11%	$5.09B
27	27 KBR KBR $4.59B	342	+5	+1%	$7.42B
28	28 Woodward WWD $19.7B	312	+6	+2%	$4.63B
29	AJRD 29 DELISTED Aerojet Rocketdyne Holdings AJRD	306	+37	+14%	$4.14B
30	30 MACOM Technology Solutions MTSI $20.7B	269	+32	+14%	$3.31B
31	MAXR 31 DELISTED Maxar Technologies Inc. Common Stock MAXR	265	+55	+26%	$3.03B
32	32 AeroVironment AVAV $6.26B	250	-22	-8%	$1.88B
33	33 Kratos Defense & Security Solutions KTOS $7.65B	246	-1	-0.4%	$1.08B
34	34 Moog Inc Class A MOG.A $11.6B	244	+16	+7%	$2.29B
35	35 NewMarket NEU $8.16B	244	+16	+7%	$1.81B
36	36 COPT Defense Properties CDP $3.77B	243	+11	+5%	$3.04B
37	37 Mercury Systems MRCY $4.65B	234	-1	-0.4%	$2.55B
38	38 C3.ai AI $1.96B	219	-6	-3%	$492M
39	39 Parsons PSN $4.71B	217	+37	+21%	$4.69B
40	40 TTM Technologies TTMI $10.7B	209	-11	-5%	$1.38B
41	41 Viasat VSAT $8.47B	209	+4	+2%	$1.91B
42	42 AAR Corp AIR $3.94B	205	+8	+4%	$1.34B
43	43 ESCO Technologies ESE $6.55B	200	+23	+13%	$2.01B
44	44 CAE Inc CAE $7.7B	190	+9	+5%	$3.93B
45	45 Rocket Lab Corp RKLB $35.3B	186	-2	-1%	$999M
46	46 Planet Labs PL $5.29B	183	+13	+8%	$511M
47	47 DELISTED Triumph Group TGI	177	+11	+7%	$650M
48	48 V2X VVX $2.15B	160	+10	+7%	$1.18B
49	49 Elbit Systems ESLT $34.8B	146	+8	+6%	$1.29B
50	50 nLIGHT LASR $2.05B	142	+3	+2%	$401M