← All themes

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 Comtech Telecommunications CMTL $37.5M	141	-6	-4%	$496M
52	52 nLIGHT LASR $1.94B	136	-10	-7%	$1.12B
53	53 Telos TLS $315M	126	-6	-5%	$1.12B
54	54 Elbit Systems ESLT $34.3B	121	+4	+3%	$821M
55	55 DELISTED CIRCOR International, Inc CIR	117	0	0%	$655M
56	56 National Presto Industries NPK $1.06B	111	-7	-6%	$316M
57	57 Ducommun DCO $2.54B	105	-5	-5%	$498M
58	58 DELISTED Emcore Corp EMKR	104	-7	-6%	$206M
59	59 American Superconductor AMSC $1.2B	100	-7	-7%	$243M
60	60 ARK Space & Defense Innovation ETF ARKX $705M	100	+11	+12%	$36M
61	PAE 61 DELISTED PAE Incorporated Class A Common Stock PAE	97	+1	+1%	$488M
62	62 Gilat Satellite Networks GILT $610M	90	+10	+13%	$100M
63	63 Kopin KOPN $666M	90	-12	-12%	$143M
64	64 Rocket Lab Corp RKLB $33.3B	90	+39	+76%	$4.11B
65	65 Luxfer Holdings LXFR $466M	87	+5	+6%	$524M
66	66 908 Devices MASS $486M	86	+12	+16%	$519M
67	RADA 67 DELISTED Rada Electronic Industries Ltd RADA	82	+2	+3%	$291M
68	68 Planet Labs PL $5.04B	78	+28	+56%	$279M
69	69 AgEagle Aerial Systems UAVS $44.4M	73	-1	-1%	$52.5M
70	70 DHI Group DHX $215M	65	-5	-7%	$172M
71	71 Graham Corp GHM $808M	60	-15	-20%	$90.6M
72	72 BlackSky Technology BKSY $717M	55	-18	-25%	$179M
73	73 DELISTED Terran Orbital Corporation LLAP	55	+9	+20%	$213M
74	74 Genasys GNSS $55.6M	52	-8	-13%	$84.5M
75	EMAN 75 DELISTED eMagin Corporation EMAN	46	-1	-2%	$31.6M