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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 Parsons PSN $4.57B	140	-11	-7%	$4.29B
52	52 Embraer S.A. ADS EMBJ $12.7B	137	+19	+16%	$755M
53	53 Elbit Systems ESLT $32.9B	123	-4	-3%	$705M
54	54 DELISTED CIRCOR International, Inc CIR	119	0	0%	$669M
55	55 National Presto Industries NPK $1.04B	118	-4	-3%	$416M
56	56 Telos TLS $312M	115	+8	+7%	$870M
57	57 Ducommun DCO $2.54B	113	-4	-3%	$594M
58	58 American Superconductor AMSC $1.24B	105	-4	-4%	$311M
59	PAE 59 DELISTED PAE Incorporated Class A Common Stock PAE	102	+11	+12%	$716M
60	60 Kopin KOPN $690M	94	+24	+34%	$172M
61	RADA 61 DELISTED Rada Electronic Industries Ltd RADA	93	+25	+37%	$287M
62	62 DELISTED Emcore Corp EMKR	84	+14	+20%	$128M
63	63 Luxfer Holdings LXFR $466M	82	+4	+5%	$553M
64	64 Graham Corp GHM $861M	81	0	0%	$113M
65	65 Gilat Satellite Networks GILT $617M	81	+29	+56%	$92.1M
66	66 DHI Group DHX $213M	73	+1	+1%	$132M
67	67 908 Devices MASS $489M	72	+2	+3%	$414M
68	68 Genasys GNSS $56.9M	64	+3	+5%	$126M
69	69 BlackSky Technology BKSY $722M	61	-6	-9%	$117M
70	70 AgEagle Aerial Systems UAVS $45.2M	59	+16	+37%	$64M
71	EMAN 71 DELISTED eMagin Corporation EMAN	57	+20	+54%	$37.3M
72	72 Ultralife ULBI $101M	55	+7	+15%	$46M
73	73 Rocket Lab Corp RKLB $37.8B	49	+15	+44%	$142M
74	74 Palladyne AI PDYN $206M	48	+48	–	$130M
75	75 ARK Space & Defense Innovation ETF ARKX $717M	44	+44	–	$65.9M