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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 Fluor FLR $6.37B	495	+56	+13%	$8.12B
27	27 AeroVironment AVAV $6.13B	491	+109	+29%	$8.03B
28	28 Oshkosh OSK $7.88B	490	-13	-3%	$6.88B
29	29 Crane Co CR $11.8B	489	+24	+5%	$8.32B
30	30 Amentum Holdings AMTM $4.43B	460	+41	+10%	$4.73B
31	31 MACOM Technology Solutions MTSI $22.2B	419	+34	+9%	$9.48B
32	32 Saic SAIC $5.51B	416	-19	-4%	$4.32B
33	33 Hexcel HXL $6.64B	408	-30	-7%	$4.76B
34	34 KBR KBR $4.44B	390	-3	-0.8%	$6.05B
35	35 C3.ai AI $1.88B	376	+34	+10%	$1.67B
36	36 Moog Inc Class A MOG.A $11.7B	369	+37	+11%	$5.12B
37	37 Parsons PSN $4.57B	368	+11	+3%	$7.97B
38	38 ESCO Technologies ESE $6.67B	362	+26	+8%	$4.83B
39	39 NewMarket NEU $8.19B	357	+39	+12%	$4.18B
40	40 Olin OLN $1.71B	352	-2	-0.6%	$2.1B
41	41 Embraer S.A. ADS EMBJ $12.7B	329	+24	+8%	$4.62B
42	42 TTM Technologies TTMI $10.9B	318	+52	+20%	$4.15B
43	43 Leonardo DRS DRS $9.33B	317	+62	+24%	$3.04B
44	44 COPT Defense Properties CDP $3.77B	303	+1	+0.3%	$3.33B
45	45 Elbit Systems ESLT $32.9B	288	+50	+21%	$4.87B
46	46 Mercury Systems MRCY $4.61B	285	+32	+13%	$3.5B
47	47 BigBear.ai BBAI $1.05B	268	+40	+18%	$851M
48	48 CAE Inc CAE $7.48B	267	+37	+16%	$6.64B
49	49 AAR Corp AIR $3.9B	262	+12	+5%	$2.33B
50	50 Viasat VSAT $8.5B	261	+6	+2%	$1.98B