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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 Embraer S.A. ADS EMBJ $12.8B	149	+10	+7%	$1.1B
52	52 DELISTED CIRCOR International, Inc CIR	148	+29	+24%	$603M
53	53 Comtech Telecommunications CMTL $42.5M	137	+6	+5%	$259M
54	54 DELISTED Kaman Corp KAMN	136	-4	-3%	$558M
55	55 Ducommun DCO $2.52B	134	+10	+8%	$558M
56	56 Telos TLS $317M	124	+1	+0.8%	$94.1M
57	57 Leonardo DRS DRS $9.5B	122	+15	+14%	$562M
58	58 National Presto Industries NPK $1.05B	116	-6	-5%	$295M
59	59 Luxfer Holdings LXFR $466M	100	0	0%	$599M
60	60 DHI Group DHX $216M	98	-9	-8%	$132M
61	61 Cognyte Software CGNT $641M	88	-11	-11%	$141M
62	62 908 Devices MASS $492M	84	-8	-9%	$188M
63	63 DELISTED Terran Orbital Corporation LLAP	81	+16	+25%	$122M
64	64 American Superconductor AMSC $1.26B	73	-3	-4%	$64.6M
65	65 BlackSky Technology BKSY $731M	73	+1	+1%	$62.9M
66	66 Gilat Satellite Networks GILT $615M	72	-8	-10%	$95.9M
67	67 DELISTED Emcore Corp EMKR	68	0	0%	$31.6M
68	68 Graham Corp GHM $819M	65	+10	+18%	$93.4M
69	69 Kopin KOPN $665M	64	-10	-14%	$33.1M
70	70 Palladyne AI PDYN $197M	64	-5	-7%	$11.9M
71	71 ARK Space & Defense Innovation ETF ARKX $709M	62	-10	-14%	$14.1M
72	72 Ondas Inc ONDS $3.62B	61	-5	-8%	$11.2M
73	73 Redwire RDW $2.16B	61	-1	-2%	$17.9M
74	74 BigBear.ai BBAI $1.08B	45	+30	+200%	$12.5M
75	75 Genasys GNSS $59.2M	44	+5	+13%	$43.1M