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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 $19.7B	440	-28	-6%	$8.98B
27	27 Hexcel HXL $6.8B	429	-21	-5%	$4.75B
28	28 KBR KBR $4.59B	426	+20	+5%	$8.2B
29	29 AeroVironment AVAV $6.26B	420	+13	+3%	$5.13B
30	30 Saic SAIC $5.59B	400	+9	+2%	$5.17B
31	31 Olin OLN $1.77B	396	-49	-11%	$4.92B
32	32 Parsons PSN $4.71B	384	+38	+11%	$11B
33	33 MACOM Technology Solutions MTSI $20.7B	338	-7	-2%	$6.96B
34	34 Kratos Defense & Security Solutions KTOS $7.65B	330	+6	+2%	$3.01B
35	35 Moog Inc Class A MOG.A $11.6B	329	+10	+3%	$5.82B
36	36 NewMarket NEU $8.16B	321	+5	+2%	$3.35B
37	37 C3.ai AI $1.96B	317	-22	-6%	$1.44B
38	38 COPT Defense Properties CDP $3.77B	292	+28	+11%	$3.57B
39	39 Rocket Lab Corp RKLB $35.3B	285	+45	+19%	$2.5B
40	40 Embraer S.A. ADS EMBJ $12.8B	266	+25	+10%	$2.44B
41	41 ESCO Technologies ESE $6.55B	258	0	0%	$3.22B
42	42 Mercury Systems MRCY $4.65B	244	+12	+5%	$2.33B
43	43 AAR Corp AIR $3.94B	242	-6	-2%	$2.23B
44	44 TTM Technologies TTMI $10.7B	238	+31	+15%	$1.83B
45	45 CAE Inc CAE $7.7B	227	+9	+4%	$4.15B
46	46 Viasat VSAT $8.47B	220	+15	+7%	$1.32B
47	47 Leonardo DRS DRS $9.47B	212	+40	+23%	$1.92B
48	48 Elbit Systems ESLT $34.8B	184	+15	+9%	$1.47B
49	49 DELISTED Triumph Group TGI	179	-12	-6%	$1.03B
50	50 V2X VVX $2.15B	177	+17	+11%	$1.71B