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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 DELISTED Kaman Corp KAMN	140	-15	-10%	$517M
52	52 Embraer S.A. ADS EMBJ $12.8B	139	+3	+2%	$745M
53	53 Comtech Telecommunications CMTL $43.4M	131	-12	-8%	$235M
54	54 Ducommun DCO $2.58B	124	+10	+9%	$458M
55	55 Telos TLS $319M	123	+1	+0.8%	$203M
56	56 National Presto Industries NPK $1.05B	122	+5	+4%	$241M
57	57 DELISTED CIRCOR International, Inc CIR	119	-7	-6%	$442M
58	58 DHI Group DHX $217M	107	+7	+7%	$162M
59	59 Leonardo DRS DRS $9.47B	107	+107	–	$436M
60	60 Luxfer Holdings LXFR $465M	100	+4	+4%	$454M
61	61 Cognyte Software CGNT $651M	99	-25	-20%	$135M
62	62 908 Devices MASS $491M	92	+11	+14%	$165M
63	63 Gilat Satellite Networks GILT $620M	80	+8	+11%	$105M
64	64 American Superconductor AMSC $1.3B	76	-6	-7%	$46.7M
65	65 Kopin KOPN $688M	74	-7	-9%	$20.7M
66	66 ARK Space & Defense Innovation ETF ARKX $717M	72	-4	-5%	$18.5M
67	67 BlackSky Technology BKSY $755M	72	+11	+18%	$43.5M
68	68 Palladyne AI PDYN $201M	69	+2	+3%	$15.6M
69	69 DELISTED Emcore Corp EMKR	68	-9	-12%	$17.9M
70	70 Ondas Inc ONDS $3.7B	66	-4	-6%	$15.3M
71	71 DELISTED Terran Orbital Corporation LLAP	65	+7	+12%	$103M
72	72 Redwire RDW $2.23B	62	+3	+5%	$11.3M
73	73 Graham Corp GHM $835M	55	+4	+8%	$65.6M
74	74 Airship AI Holdings AISP $72.7M	49	-3	-6%	$286M
75	75 AgEagle Aerial Systems UAVS $45.8M	43	-5	-10%	$3.08M