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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 Oshkosh OSK $7.95B	560	-12	-2%	$8.16B
27	27 Crane Co CR $11.9B	557	+33	+6%	$8B
28	28 Fluor FLR $6.38B	517	+27	+6%	$5.48B
29	29 Ralliant Corp RAL $7.6B	504	-17	-3%	$5.79B
30	30 Global X Defense Tech ETF SHLD $6.45B	495	+74	+18%	$3.01B
31	31 Amentum Holdings AMTM $4.67B	483	+21	+5%	$5.64B
32	32 MACOM Technology Solutions MTSI $20.7B	461	+31	+7%	$12.3B
33	33 TTM Technologies TTMI $10.7B	452	+76	+20%	$6.87B
34	34 Hexcel HXL $6.8B	434	+12	+3%	$6.44B
35	35 Moog Inc Class A MOG.A $11.6B	418	+44	+12%	$6.72B
36	36 NewMarket NEU $8.16B	415	+12	+3%	$4.31B
37	37 Saic SAIC $5.59B	397	-13	-3%	$3.64B
38	38 ESCO Technologies ESE $6.55B	393	+27	+7%	$4.91B
39	39 KBR KBR $4.59B	383	+1	+0.3%	$4.99B
40	40 Olin OLN $1.77B	378	+8	+2%	$2.21B
41	41 Parsons PSN $4.71B	362	-17	-4%	$6.6B
42	42 BigBear.ai BBAI $1.12B	357	+41	+13%	$1.06B
43	43 Embraer S.A. ADS EMBJ $12.8B	350	+29	+9%	$5.48B
44	44 Planet Labs PL $5.29B	348	+67	+24%	$4.19B
45	45 Viasat VSAT $8.47B	347	+48	+16%	$4.36B
46	46 Mercury Systems MRCY $4.65B	346	+20	+6%	$4.72B
47	47 C3.ai AI $1.96B	343	+14	+4%	$1.05B
48	48 Elbit Systems ESLT $34.8B	335	+9	+3%	$6.06B
49	49 AAR Corp AIR $3.94B	321	+21	+7%	$3.17B
50	50 Leonardo DRS DRS $9.47B	317	-2	-0.6%	$2.34B