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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 Woodward WWD $19.4B	375	+27	+8%	$6.01B
27	27 Fluor FLR $6.37B	372	+38	+11%	$5.49B
28	28 Saic SAIC $5.51B	367	+8	+2%	$4.27B
29	29 Crane Co CR $11.8B	356	+26	+8%	$3.8B
30	30 AeroVironment AVAV $6.13B	301	+30	+11%	$2.6B
31	31 C3.ai AI $1.88B	297	-19	-6%	$1.21B
32	32 NewMarket NEU $8.19B	279	+11	+4%	$2.73B
33	33 MACOM Technology Solutions MTSI $22.2B	274	+8	+3%	$4.61B
34	34 Moog Inc Class A MOG.A $11.7B	267	+13	+5%	$3.16B
35	35 COPT Defense Properties CDP $3.77B	242	+3	+1%	$2.81B
36	36 Kratos Defense & Security Solutions KTOS $7.38B	240	-1	-0.4%	$1.64B
37	37 Parsons PSN $4.57B	238	+25	+12%	$5.64B
38	38 AAR Corp AIR $3.9B	230	+10	+5%	$1.94B
39	39 Mercury Systems MRCY $4.61B	216	-19	-8%	$2.22B
40	40 Rocket Lab Corp RKLB $37.8B	216	+17	+9%	$1.09B
41	41 Viasat VSAT $8.5B	206	-3	-1%	$1.98B
42	42 ESCO Technologies ESE $6.67B	203	+2	+1%	$2.54B
43	43 TTM Technologies TTMI $10.9B	202	+27	+15%	$1.28B
44	44 CAE Inc CAE $7.48B	187	+3	+2%	$4.91B
45	45 DELISTED Triumph Group TGI	175	-10	-5%	$554M
46	46 Planet Labs PL $5.14B	172	-6	-3%	$303M
47	47 DELISTED CIRCOR International, Inc CIR	171	-11	-6%	$1.13B
48	48 Embraer S.A. ADS EMBJ $12.7B	163	+19	+13%	$888M
49	49 Elbit Systems ESLT $32.9B	157	-2	-1%	$1.63B
50	50 V2X VVX $2.14B	143	-8	-5%	$1.55B