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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	564	+29	+5%	$13.5B
27	27 Crane Co CR $11.9B	524	+35	+7%	$7.84B
28	28 Ralliant Corp RAL $7.6B	521	+3	+0.6%	$4.81B
29	29 Fluor FLR $6.38B	490	-5	-1%	$6.16B
30	30 Amentum Holdings AMTM $4.67B	462	+2	+0.4%	$4.63B
31	31 MACOM Technology Solutions MTSI $20.7B	430	+11	+3%	$8.69B
32	32 Hexcel HXL $6.79B	422	+14	+3%	$5.52B
33	33 Global X Defense Tech ETF SHLD $6.44B	421	+169	+67%	$2.6B
34	34 Saic SAIC $5.59B	410	-6	-1%	$3.63B
35	35 NewMarket NEU $8.17B	403	+46	+13%	$5.09B
36	36 KBR KBR $4.59B	382	-8	-2%	$5.81B
37	37 Parsons PSN $4.71B	379	+11	+3%	$9.19B
38	38 TTM Technologies TTMI $10.7B	376	+58	+18%	$5.9B
39	39 Moog Inc Class A MOG.A $11.6B	374	+5	+1%	$5.73B
40	40 Olin OLN $1.77B	370	+18	+5%	$2.58B
41	41 ESCO Technologies ESE $6.55B	366	+4	+1%	$5.31B
42	42 C3.ai AI $1.95B	329	-47	-13%	$1.19B
43	43 Elbit Systems ESLT $34.8B	326	+38	+13%	$5.68B
44	44 Mercury Systems MRCY $4.66B	326	+41	+14%	$5.02B
45	45 Embraer S.A. ADS EMBJ $12.8B	321	-8	-2%	$5.08B
46	46 Leonardo DRS DRS $9.46B	319	+2	+0.6%	$3.04B
47	47 BigBear.ai BBAI $1.12B	316	+48	+18%	$940M
48	48 COPT Defense Properties CDP $3.77B	309	+6	+2%	$3.53B
49	49 AAR Corp AIR $3.94B	300	+38	+15%	$3.28B
50	50 Viasat VSAT $8.47B	299	+38	+15%	$3.81B