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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 Crane Co CR $11.8B	412	+26	+7%	$5.68B
27	27 Saic SAIC $5.51B	401	0	0%	$5.11B
28	28 Fluor FLR $6.37B	386	-3	-0.8%	$6.47B
29	29 KBR KBR $4.44B	373	+4	+1%	$8.27B
30	30 AeroVironment AVAV $6.13B	369	+47	+15%	$3.69B
31	31 Parsons PSN $4.57B	336	+56	+20%	$8.68B
32	32 NewMarket NEU $8.19B	327	+20	+7%	$3.8B
33	33 Kratos Defense & Security Solutions KTOS $7.38B	311	+40	+15%	$2.37B
34	34 C3.ai AI $1.88B	310	-4	-1%	$1.36B
35	35 Moog Inc Class A MOG.A $11.7B	304	+8	+3%	$4.49B
36	36 MACOM Technology Solutions MTSI $22.2B	303	+7	+2%	$5.8B
37	37 COPT Defense Properties CDP $3.77B	269	+22	+9%	$2.78B
38	38 AAR Corp AIR $3.9B	252	+23	+10%	$1.98B
39	39 ESCO Technologies ESE $6.67B	244	+22	+10%	$2.63B
40	40 Rocket Lab Corp RKLB $37.8B	239	+13	+6%	$1.15B
41	41 Mercury Systems MRCY $4.61B	222	+3	+1%	$1.84B
42	42 Embraer S.A. ADS EMBJ $12.7B	215	+33	+18%	$1.68B
43	43 CAE Inc CAE $7.48B	210	+14	+7%	$4.62B
44	44 Viasat VSAT $8.5B	209	-2	-0.9%	$1.95B
45	45 TTM Technologies TTMI $10.9B	207	+5	+2%	$1.55B
46	46 DELISTED Triumph Group TGI	188	+7	+4%	$1.12B
47	47 Leonardo DRS DRS $9.33B	177	+16	+10%	$1.5B
48	48 Elbit Systems ESLT $32.9B	174	+3	+2%	$1.5B
49	49 V2X VVX $2.14B	167	+5	+3%	$1.4B
50	50 Planet Labs PL $5.14B	165	-12	-7%	$300M