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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 $7.88B	591	+31	+6%	$8.96B
27	27 Crane Co CR $11.8B	563	+6	+1%	$7.35B
28	28 Booz Allen Hamilton BAH $8.64B	556	-74	-12%	$8.96B
29	29 Fluor FLR $6.37B	531	+14	+3%	$5.99B
30	30 TTM Technologies TTMI $10.9B	524	+72	+16%	$9.4B
31	31 MACOM Technology Solutions MTSI $22.2B	516	+55	+12%	$16.4B
32	32 Ralliant Corp RAL $7.73B	491	-13	-3%	$4.62B
33	33 Amentum Holdings AMTM $4.43B	487	+4	+0.8%	$5.28B
34	34 Moog Inc Class A MOG.A $11.7B	482	+64	+15%	$8.08B
35	35 Hexcel HXL $6.64B	472	+38	+9%	$6.99B
36	36 ESCO Technologies ESE $6.67B	434	+41	+10%	$6.97B
37	37 Saic SAIC $5.51B	424	+27	+7%	$3.42B
38	38 Olin OLN $1.71B	422	+44	+12%	$3.35B
39	39 Planet Labs PL $5.14B	420	+72	+21%	$6.7B
40	40 Elbit Systems ESLT $32.9B	401	+66	+20%	$9.29B
41	41 Viasat VSAT $8.5B	400	+53	+15%	$5.9B
42	42 NewMarket NEU $8.19B	384	-31	-7%	$3.73B
43	43 AAR Corp AIR $3.9B	381	+60	+19%	$4.38B
44	44 KBR KBR $4.44B	373	-10	-3%	$4.48B
45	45 Ondas Inc ONDS $3.58B	368	+114	+45%	$1.8B
46	46 Karman Holdings KRMN $3.99B	363	+78	+27%	$9B
47	47 Mercury Systems MRCY $4.61B	357	+11	+3%	$4.75B
48	48 Embraer S.A. ADS EMBJ $12.7B	356	+6	+2%	$4.73B
49	49 Leonardo DRS DRS $9.33B	344	+27	+9%	$3.06B
50	50 Parsons PSN $4.57B	342	-20	-6%	$5.69B