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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 KBR KBR $4.44B	349	+7	+2%	$7.86B
27	27 BWX Technologies BWXT $12.3B	346	0	0%	$5.59B
28	28 Woodward WWD $19.4B	331	+19	+6%	$4.76B
29	29 C3.ai AI $1.88B	303	+84	+38%	$1.74B
30	AJRD 30 DELISTED Aerojet Rocketdyne Holdings AJRD	282	-24	-8%	$4.39B
31	31 MACOM Technology Solutions MTSI $22.2B	268	-1	-0.4%	$3.87B
32	32 AeroVironment AVAV $6.13B	266	+16	+6%	$2.09B
33	33 NewMarket NEU $8.19B	263	+19	+8%	$2.18B
34	MAXR 34 DELISTED Maxar Technologies Inc. Common Stock MAXR	260	-5	-2%	$3.13B
35	35 Moog Inc Class A MOG.A $11.7B	255	+11	+5%	$2.82B
36	36 COPT Defense Properties CDP $3.77B	248	+5	+2%	$2.8B
37	37 Kratos Defense & Security Solutions KTOS $7.38B	244	-2	-0.8%	$1.46B
38	38 Mercury Systems MRCY $4.61B	244	+10	+4%	$2.94B
39	39 AAR Corp AIR $3.9B	209	+4	+2%	$1.8B
40	40 Parsons PSN $4.57B	209	-8	-4%	$4.71B
41	41 Viasat VSAT $8.5B	202	-7	-3%	$2.34B
42	42 ESCO Technologies ESE $6.67B	193	-7	-4%	$2.32B
43	43 Rocket Lab Corp RKLB $37.8B	191	+5	+3%	$1.05B
44	44 TTM Technologies TTMI $10.9B	191	-18	-9%	$1.34B
45	45 CAE Inc CAE $7.48B	180	-10	-5%	$4.66B
46	46 DELISTED Triumph Group TGI	177	0	0%	$766M
47	47 Planet Labs PL $5.14B	175	-8	-4%	$456M
48	48 V2X VVX $2.14B	155	-5	-3%	$1.17B
49	49 Elbit Systems ESLT $32.9B	150	+4	+3%	$2.32B
50	50 nLIGHT LASR $2.07B	150	+8	+6%	$399M