← 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 Comtech Telecommunications CMTL $37.2M	149	+12	+9%	$189M
52	52 Embraer S.A. ADS EMBJ $12.6B	144	-5	-3%	$984M
53	53 DELISTED Kaman Corp KAMN	144	+8	+6%	$585M
54	54 nLIGHT LASR $1.93B	140	-10	-7%	$606M
55	55 Ducommun DCO $2.47B	135	+1	+0.7%	$546M
56	56 National Presto Industries NPK $1.04B	119	+3	+3%	$296M
57	57 Leonardo DRS DRS $9.27B	117	-5	-4%	$851M
58	58 Telos TLS $312M	106	-18	-15%	$106M
59	59 Luxfer Holdings LXFR $466M	100	0	0%	$364M
60	60 Cognyte Software CGNT $623M	97	+9	+10%	$268M
61	61 DHI Group DHX $211M	90	-8	-8%	$128M
62	62 BlackSky Technology BKSY $696M	86	+13	+18%	$87.9M
63	63 DELISTED Terran Orbital Corporation LLAP	86	+5	+6%	$118M
64	64 908 Devices MASS $482M	85	+1	+1%	$146M
65	65 Kopin KOPN $645M	78	+14	+22%	$68.4M
66	66 American Superconductor AMSC $1.18B	77	+4	+5%	$81.9M
67	67 Gilat Satellite Networks GILT $601M	69	-3	-4%	$114M
68	68 DELISTED Emcore Corp EMKR	64	-4	-6%	$17.8M
69	69 BigBear.ai BBAI $1.03B	63	+18	+40%	$40M
70	70 ARK Space & Defense Innovation ETF ARKX $694M	62	0	0%	$28.5M
71	71 Graham Corp GHM $808M	60	-5	-8%	$97.8M
72	72 Ondas Inc ONDS $3.39B	59	-2	-3%	$7M
73	73 Palladyne AI PDYN $196M	56	-8	-13%	$7.93M
74	74 Redwire RDW $2.02B	56	-5	-8%	$14.2M
75	EMAN 75 DELISTED eMagin Corporation EMAN	49	+11	+29%	$28.1M