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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 nLIGHT LASR $2.07B	143	+11	+8%	$676M
52	52 Elbit Systems ESLT $32.9B	142	+16	+13%	$1.09B
53	53 Planet Labs PL $5.14B	137	+22	+19%	$435M
54	54 Rocket Lab Corp RKLB $37.8B	137	+23	+20%	$2.26B
55	55 Telos TLS $312M	134	+9	+7%	$413M
56	56 Comtech Telecommunications CMTL $38.4M	133	-11	-8%	$318M
57	57 Ducommun DCO $2.54B	126	+13	+12%	$530M
58	58 DELISTED CIRCOR International, Inc CIR	123	+1	+0.8%	$515M
59	59 National Presto Industries NPK $1.04B	122	-1	-0.8%	$285M
60	60 American Superconductor AMSC $1.24B	107	0	0%	$119M
61	61 Kopin KOPN $690M	107	+6	+6%	$68.8M
62	62 DELISTED Emcore Corp EMKR	106	-5	-5%	$96.2M
63	RADA 63 DELISTED Rada Electronic Industries Ltd RADA	99	+21	+27%	$376M
64	64 DHI Group DHX $213M	94	+21	+29%	$216M
65	65 ARK Space & Defense Innovation ETF ARKX $717M	92	-13	-12%	$31.1M
66	66 Luxfer Holdings LXFR $466M	91	-1	-1%	$447M
67	67 908 Devices MASS $489M	84	-3	-3%	$384M
68	68 Gilat Satellite Networks GILT $617M	81	-17	-17%	$140M
69	69 AgEagle Aerial Systems UAVS $45.2M	72	-3	-4%	$20.5M
70	70 BlackSky Technology BKSY $722M	65	+3	+5%	$32.7M
71	71 Ondas Inc ONDS $3.58B	64	+5	+8%	$51.5M
72	72 Airship AI Holdings AISP $72.3M	52	+2	+4%	$231M
73	73 Graham Corp GHM $861M	51	-6	-11%	$59.6M
74	74 Redwire RDW $2.15B	47	+3	+7%	$42.7M
75	EMAN 75 DELISTED eMagin Corporation EMAN	44	-9	-17%	$13.2M