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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 Saic SAIC $5.6B	359	-8	-2%	$4.58B
27	27 Woodward WWD $19.1B	348	+17	+5%	$5.75B
28	28 Fluor FLR $6.15B	334	-31	-8%	$4.21B
29	29 Crane Co CR $11.7B	330	+289	+705%	$3.7B
30	30 C3.ai AI $1.9B	316	+13	+4%	$1.65B
31	AJRD 31 DELISTED Aerojet Rocketdyne Holdings AJRD	273	-9	-3%	$4.26B
32	32 AeroVironment AVAV $6.02B	271	+5	+2%	$2.32B
33	33 NewMarket NEU $8.19B	268	+5	+2%	$2.38B
34	34 MACOM Technology Solutions MTSI $20.8B	266	-2	-0.7%	$3.57B
35	35 Moog Inc Class A MOG.A $11.4B	254	-1	-0.4%	$3.01B
36	36 Kratos Defense & Security Solutions KTOS $7.18B	241	-3	-1%	$1.55B
37	37 COPT Defense Properties CDP $3.81B	239	-9	-4%	$2.74B
38	38 Mercury Systems MRCY $4.47B	235	-9	-4%	$1.95B
39	39 AAR Corp AIR $3.86B	220	+11	+5%	$1.84B
40	40 Parsons PSN $4.68B	213	+4	+2%	$4.96B
41	41 Viasat VSAT $8.07B	209	+7	+3%	$4.23B
42	42 ESCO Technologies ESE $6.55B	201	+8	+4%	$2.52B
43	43 Rocket Lab Corp RKLB $32.1B	199	+8	+4%	$1.57B
44	44 DELISTED Triumph Group TGI	185	+8	+5%	$834M
45	45 CAE Inc CAE $7.47B	184	+4	+2%	$4.7B
46	46 DELISTED CIRCOR International, Inc CIR	182	+34	+23%	$1.11B
47	47 Planet Labs PL $4.9B	178	+3	+2%	$376M
48	48 TTM Technologies TTMI $9.93B	175	-16	-8%	$1.43B
49	49 Elbit Systems ESLT $34.1B	159	+9	+6%	$1.72B
50	50 V2X VVX $2.15B	151	-4	-3%	$1.48B