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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 Elbit Systems ESLT $34.8B	127	+4	+3%	$340M
52	52 National Presto Industries NPK $1.05B	122	-2	-2%	$355M
53	53 DELISTED CIRCOR International, Inc CIR	119	+9	+8%	$749M
54	54 Embraer S.A. ADS EMBJ $12.8B	118	+8	+7%	$425M
55	55 Ducommun DCO $2.52B	117	+18	+18%	$530M
56	56 American Superconductor AMSC $1.27B	109	+20	+22%	$409M
57	57 Telos TLS $317M	107	+107	–	$593M
58	PAE 58 DELISTED PAE Incorporated Class A Common Stock PAE	91	+13	+17%	$698M
59	59 Graham Corp GHM $822M	81	+5	+7%	$118M
60	60 Luxfer Holdings LXFR $466M	78	+2	+3%	$425M
61	61 DHI Group DHX $218M	72	-9	-11%	$86.1M
62	62 DELISTED Emcore Corp EMKR	70	+17	+32%	$95.7M
63	63 Kopin KOPN $666M	70	+18	+35%	$40.7M
64	64 908 Devices MASS $493M	70	+70	–	$457M
65	RADA 65 DELISTED Rada Electronic Industries Ltd RADA	68	+13	+24%	$131M
66	66 BlackSky Technology BKSY $733M	67	+12	+22%	$273M
67	67 Genasys GNSS $59.2M	61	-1	-2%	$120M
68	68 Gilat Satellite Networks GILT $617M	52	-13	-20%	$63.2M
69	69 Ultralife ULBI $101M	48	+4	+9%	$34.7M
70	70 Lightpath Technologies LPTH $554M	47	+6	+15%	$33.1M
71	71 AgEagle Aerial Systems UAVS $44.8M	43	+11	+34%	$34.9M
72	EMAN 72 DELISTED eMagin Corporation EMAN	37	+4	+12%	$13.4M
73	73 Rocket Lab Corp RKLB $33.7B	34	+34	–	$181M
74	74 QuickLogic QUIK $169M	30	+4	+15%	$9.41M
75	75 One Stop Systems OSS $158M	29	+6	+26%	$18.7M