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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	436	+24	+6%	$6.11B
27	27 AeroVironment AVAV $6.13B	407	+38	+10%	$4.57B
28	28 KBR KBR $4.44B	406	+33	+9%	$8.22B
29	29 Fluor FLR $6.37B	401	+15	+4%	$6.81B
30	30 Saic SAIC $5.51B	391	-10	-2%	$4.58B
31	31 Parsons PSN $4.57B	346	+10	+3%	$8.54B
32	32 MACOM Technology Solutions MTSI $22.2B	345	+42	+14%	$6.84B
33	33 C3.ai AI $1.88B	339	+29	+9%	$1.61B
34	34 Kratos Defense & Security Solutions KTOS $7.38B	324	+13	+4%	$2.57B
35	35 Moog Inc Class A MOG.A $11.7B	319	+15	+5%	$4.72B
36	36 NewMarket NEU $8.19B	316	-11	-3%	$3.14B
37	37 COPT Defense Properties CDP $3.77B	264	-5	-2%	$2.91B
38	38 ESCO Technologies ESE $6.67B	258	+14	+6%	$2.59B
39	39 AAR Corp AIR $3.9B	248	-4	-2%	$2.47B
40	40 Embraer S.A. ADS EMBJ $12.7B	241	+26	+12%	$1.79B
41	41 Rocket Lab Corp RKLB $37.8B	240	+1	+0.4%	$1.31B
42	42 Mercury Systems MRCY $4.61B	232	+10	+5%	$1.75B
43	43 CAE Inc CAE $7.48B	218	+8	+4%	$4.16B
44	44 TTM Technologies TTMI $10.9B	207	0	0%	$1.95B
45	45 Viasat VSAT $8.5B	205	-4	-2%	$1.45B
46	46 DELISTED Triumph Group TGI	191	+3	+2%	$1.14B
47	47 Leonardo DRS DRS $9.33B	172	-5	-3%	$1.77B
48	48 Elbit Systems ESLT $32.9B	169	-5	-3%	$1.27B
49	49 Planet Labs PL $5.14B	168	+3	+2%	$215M
50	50 V2X VVX $2.14B	160	-7	-4%	$1.46B