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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 Amentum Holdings AMTM $4.67B	451	-41	-8%	$3.48B
27	27 Hexcel HXL $6.8B	441	+12	+3%	$5.18B
28	28 Saic SAIC $5.59B	439	+39	+10%	$4.12B
29	29 Parsons PSN $4.71B	430	+46	+12%	$9.8B
30	30 AeroVironment AVAV $6.26B	411	-9	-2%	$4.16B
31	31 KBR KBR $4.59B	404	-22	-5%	$7.47B
32	32 Rocket Lab Corp RKLB $35.3B	399	+114	+40%	$6.21B
33	33 MACOM Technology Solutions MTSI $20.7B	386	+48	+14%	$8.1B
34	34 Olin OLN $1.77B	385	-11	-3%	$3.51B
35	35 C3.ai AI $1.96B	375	+58	+18%	$2.3B
36	36 Kratos Defense & Security Solutions KTOS $7.65B	350	+20	+6%	$3.48B
37	37 Moog Inc Class A MOG.A $11.6B	338	+9	+3%	$5.56B
38	38 NewMarket NEU $8.16B	316	-5	-2%	$3.22B
39	39 COPT Defense Properties CDP $3.77B	303	+11	+4%	$3.72B
40	40 ESCO Technologies ESE $6.55B	284	+26	+10%	$3.32B
41	41 Embraer S.A. ADS EMBJ $12.8B	279	+13	+5%	$2.74B
42	42 TTM Technologies TTMI $10.7B	253	+15	+6%	$2.52B
43	43 Leonardo DRS DRS $9.47B	249	+37	+17%	$2.21B
44	44 AAR Corp AIR $3.94B	246	+4	+2%	$2.12B
45	45 Mercury Systems MRCY $4.65B	243	-1	-0.4%	$2.66B
46	46 Viasat VSAT $8.47B	239	+19	+9%	$1.04B
47	47 CAE Inc CAE $7.7B	225	-2	-0.9%	$5.75B
48	48 V2X VVX $2.15B	207	+30	+17%	$1.52B
49	49 Elbit Systems ESLT $34.8B	193	+9	+5%	$1.95B
50	50 American Superconductor AMSC $1.3B	192	+20	+12%	$678M