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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 $5.59B	401	+34	+9%	$4.92B
27	27 Fluor FLR $6.38B	389	+17	+5%	$5.88B
28	28 Crane Co CR $11.9B	386	+30	+8%	$5.13B
29	29 KBR KBR $4.59B	369	-13	-3%	$7.4B
30	30 AeroVironment AVAV $6.26B	322	+21	+7%	$3.04B
31	31 C3.ai AI $1.96B	314	+17	+6%	$1.55B
32	32 NewMarket NEU $8.16B	307	+28	+10%	$3.22B
33	33 Moog Inc Class A MOG.A $11.6B	296	+29	+11%	$4.06B
34	34 MACOM Technology Solutions MTSI $20.7B	296	+22	+8%	$5.5B
35	35 Parsons PSN $4.71B	280	+42	+18%	$6.54B
36	36 Kratos Defense & Security Solutions KTOS $7.65B	271	+31	+13%	$2.31B
37	37 COPT Defense Properties CDP $3.77B	247	+5	+2%	$2.98B
38	38 AAR Corp AIR $3.94B	229	-1	-0.4%	$2.03B
39	39 Rocket Lab Corp RKLB $35.3B	226	+10	+5%	$1.5B
40	40 ESCO Technologies ESE $6.55B	222	+19	+9%	$2.97B
41	41 Mercury Systems MRCY $4.65B	219	+3	+1%	$2.25B
42	42 Viasat VSAT $8.47B	211	+5	+2%	$3.06B
43	43 TTM Technologies TTMI $10.7B	202	0	0%	$1.54B
44	44 CAE Inc CAE $7.7B	196	+9	+5%	$4.66B
45	45 Embraer S.A. ADS EMBJ $12.8B	182	+19	+12%	$1.24B
46	46 DELISTED Triumph Group TGI	181	+6	+3%	$1.2B
47	47 Planet Labs PL $5.29B	177	+5	+3%	$297M
48	48 Elbit Systems ESLT $34.8B	171	+14	+9%	$1.69B
49	49 V2X VVX $2.15B	162	+19	+13%	$1.38B
50	50 Leonardo DRS DRS $9.47B	161	+35	+28%	$1.43B