← 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 nLIGHT LASR $2.07B	139	+6	+5%	$372M
52	52 Elbit Systems ESLT $32.9B	138	-7	-5%	$1.6B
53	53 Embraer S.A. ADS EMBJ $12.7B	136	+7	+5%	$600M
54	54 DELISTED CIRCOR International, Inc CIR	126	+6	+5%	$318M
55	55 Cognyte Software CGNT $619M	124	-19	-13%	$230M
56	56 Telos TLS $312M	122	-11	-8%	$361M
57	57 National Presto Industries NPK $1.04B	117	+4	+4%	$242M
58	58 Ducommun DCO $2.54B	114	-6	-5%	$401M
59	59 DHI Group DHX $213M	100	-6	-6%	$199M
60	60 Luxfer Holdings LXFR $466M	96	0	0%	$499M
61	RADA 61 DELISTED Rada Electronic Industries Ltd RADA	87	-13	-13%	$294M
62	62 American Superconductor AMSC $1.24B	82	-10	-11%	$61M
63	63 Kopin KOPN $690M	81	-13	-14%	$18.1M
64	64 908 Devices MASS $489M	81	+4	+5%	$360M
65	65 DELISTED Emcore Corp EMKR	77	-11	-13%	$34.4M
66	66 ARK Space & Defense Innovation ETF ARKX $717M	76	-7	-8%	$13.7M
67	67 Gilat Satellite Networks GILT $617M	72	-5	-6%	$91.4M
68	68 Ondas Inc ONDS $3.58B	70	-2	-3%	$37.8M
69	69 Palladyne AI PDYN $206M	67	+7	+12%	$61.5M
70	70 BlackSky Technology BKSY $722M	61	+6	+11%	$24.6M
71	71 Redwire RDW $2.15B	59	-3	-5%	$13.1M
72	72 DELISTED Terran Orbital Corporation LLAP	58	+8	+16%	$98.5M
73	73 Airship AI Holdings AISP $72.3M	52	+2	+4%	$273M
74	74 Graham Corp GHM $861M	51	+2	+4%	$65.1M
75	75 AgEagle Aerial Systems UAVS $45.2M	48	-15	-24%	$4.09M