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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
51	51 Karman Holdings KRMN $3.99B	358	-5	-1%	$6.22B
52	52 Embraer S.A. ADS EMBJ $12.7B	356	0	0%	$4.93B
53	53 Parsons PSN $4.57B	341	-1	-0.3%	$5.73B
54	54 V2X VVX $2.14B	333	+38	+13%	$2.32B
55	55 BigBear.ai BBAI $1.05B	328	+3	+0.9%	$691M
56	56 COPT Defense Properties CDP $3.77B	327	+4	+1%	$4.61B
57	57 Redwire RDW $2.15B	324	+66	+26%	$1.74B
58	58 C3.ai AI $1.88B	321	+2	+0.6%	$884M
59	59 Red Cat Holdings RCAT $722M	285	+16	+6%	$883M
60	60 Loar Holdings LOAR $5.75B	284	+36	+15%	$7.15B
61	61 CAE Inc CAE $7.48B	283	-11	-4%	$5.87B
62	62 American Superconductor AMSC $1.24B	279	+32	+13%	$1.48B
63	63 BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF IDEF $4.11B	278	+58	+26%	$4.24B
64	64 Ducommun DCO $2.54B	269	+45	+20%	$2.67B
65	65 Infleqtion Inc INFQ $2.05B	260	+166	+177%	$1.22B
66	66 Voyager Technologies VOYG $1.58B	242	+25	+12%	$1.41B
67	67 BlackSky Technology BKSY $722M	228	+44	+24%	$841M
68	68 Graham Corp GHM $861M	221	+41	+23%	$1.3B
69	69 Kopin KOPN $690M	201	+43	+27%	$462M
70	70 Unusual Machines UMAC $886M	182	+41	+29%	$665M
71	71 National Presto Industries NPK $1.04B	181	-2	-1%	$548M
72	72 ARK Space & Defense Innovation ETF ARKX $717M	170	+41	+32%	$156M
73	73 Lightpath Technologies LPTH $555M	163	+29	+22%	$820M
74	74 York Space Systems YSS $817M	162	+22	+16%	$1.6B
75	75 Telos TLS $312M	159	-1	-0.6%	$233M