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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 Comtech Telecommunications CMTL $42.5M	144	+3	+2%	$466M
52	52 nLIGHT LASR $2B	132	-4	-3%	$930M
53	PAE 53 DELISTED PAE Incorporated Class A Common Stock PAE	128	+31	+32%	$858M
54	54 Elbit Systems ESLT $34.7B	126	+5	+4%	$867M
55	55 Telos TLS $317M	125	-1	-0.8%	$617M
56	56 National Presto Industries NPK $1.05B	123	+12	+11%	$307M
57	57 DELISTED CIRCOR International, Inc CIR	122	+5	+4%	$537M
58	58 Planet Labs PL $5.1B	115	+37	+47%	$479M
59	59 Rocket Lab Corp RKLB $33.7B	114	+24	+27%	$3.77B
60	60 Ducommun DCO $2.52B	113	+8	+8%	$472M
61	61 DELISTED Emcore Corp EMKR	111	+7	+7%	$187M
62	62 American Superconductor AMSC $1.26B	107	+7	+7%	$178M
63	63 ARK Space & Defense Innovation ETF ARKX $709M	105	+5	+5%	$40.4M
64	64 Kopin KOPN $663M	101	+11	+12%	$120M
65	65 Gilat Satellite Networks GILT $615M	98	+8	+9%	$77.3M
66	66 Luxfer Holdings LXFR $466M	92	+5	+6%	$504M
67	67 908 Devices MASS $491M	87	+1	+1%	$490M
68	RADA 68 DELISTED Rada Electronic Industries Ltd RADA	78	-4	-5%	$239M
69	69 AgEagle Aerial Systems UAVS $44.7M	75	+2	+3%	$34.7M
70	70 DHI Group DHX $216M	73	+8	+12%	$228M
71	71 DELISTED Terran Orbital Corporation LLAP	71	+16	+29%	$324M
72	72 BlackSky Technology BKSY $732M	62	+7	+13%	$96.2M
73	73 Ondas Inc ONDS $3.62B	59	+15	+34%	$48.2M
74	74 Graham Corp GHM $819M	57	-3	-5%	$97.5M
75	EMAN 75 DELISTED eMagin Corporation EMAN	53	+7	+15%	$14.4M