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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 V2X VVX $2.15B	144	-11	-7%	$503M
52	52 Embraer S.A. ADS EMBJ $12.8B	143	+6	+4%	$1.09B
53	53 Telos TLS $319M	132	+17	+15%	$1.15B
54	54 National Presto Industries NPK $1.05B	118	0	0%	$409M
55	55 DELISTED CIRCOR International, Inc CIR	117	-2	-2%	$629M
56	56 Elbit Systems ESLT $34.8B	117	-6	-5%	$719M
57	57 DELISTED Emcore Corp EMKR	111	+27	+32%	$257M
58	58 Ducommun DCO $2.58B	110	-3	-3%	$535M
59	59 American Superconductor AMSC $1.3B	107	+2	+2%	$285M
60	60 Kopin KOPN $688M	102	+8	+9%	$202M
61	PAE 61 DELISTED PAE Incorporated Class A Common Stock PAE	96	-6	-6%	$724M
62	62 ARK Space & Defense Innovation ETF ARKX $717M	89	+45	+102%	$25M
63	63 Luxfer Holdings LXFR $465M	82	0	0%	$583M
64	64 Palladyne AI PDYN $201M	82	+34	+71%	$243M
65	65 Gilat Satellite Networks GILT $620M	80	-1	-1%	$79.3M
66	RADA 66 DELISTED Rada Electronic Industries Ltd RADA	80	-13	-14%	$294M
67	67 Graham Corp GHM $835M	75	-6	-7%	$104M
68	68 908 Devices MASS $491M	74	+2	+3%	$452M
69	69 AgEagle Aerial Systems UAVS $45.8M	74	+15	+25%	$83.2M
70	70 BlackSky Technology BKSY $755M	73	+12	+20%	$201M
71	71 DHI Group DHX $217M	70	-3	-4%	$126M
72	72 Genasys GNSS $58.7M	60	-4	-6%	$89.2M
73	73 Ondas Inc ONDS $3.7B	51	+7	+16%	$59.4M
74	74 Rocket Lab Corp RKLB $35.3B	51	+2	+4%	$85M
75	75 Ultralife ULBI $102M	51	-4	-7%	$42.4M