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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	155	+15	+11%	$581M
52	52 nLIGHT LASR $2.05B	139	-3	-2%	$549M
53	53 Comtech Telecommunications CMTL $43.4M	133	+5	+4%	$168M
54	54 Ducommun DCO $2.58B	132	+10	+8%	$662M
55	55 National Presto Industries NPK $1.05B	124	+7	+6%	$332M
56	56 Cognyte Software CGNT $651M	112	+14	+14%	$332M
57	57 Telos TLS $319M	106	+10	+10%	$160M
58	58 DELISTED Terran Orbital Corporation LLAP	102	-6	-6%	$82.3M
59	59 Luxfer Holdings LXFR $465M	102	0	0%	$215M
60	60 American Superconductor AMSC $1.3B	99	+27	+38%	$179M
61	61 Kopin KOPN $688M	91	+13	+17%	$68.5M
62	62 BlackSky Technology BKSY $755M	86	-3	-3%	$54.7M
63	63 Graham Corp GHM $835M	79	+11	+16%	$143M
64	64 908 Devices MASS $491M	79	-4	-5%	$247M
65	65 DHI Group DHX $217M	77	-13	-14%	$86.1M
66	66 Gilat Satellite Networks GILT $620M	76	+4	+6%	$113M
67	67 BigBear.ai BBAI $1.12B	71	-2	-3%	$26.3M
68	68 ARK Space & Defense Innovation ETF ARKX $717M	68	0	0%	$12.4M
69	69 DELISTED Emcore Corp EMKR	58	-3	-5%	$17.8M
70	70 Kodiak AI KDK $319M	56	-2	-3%	$444M
71	71 Redwire RDW $2.23B	56	+1	+2%	$15M
72	72 Genasys GNSS $58.7M	54	-1	-2%	$35.8M
73	73 Ultralife ULBI $102M	54	+4	+8%	$34.2M
74	74 QuickLogic QUIK $171M	52	+19	+58%	$51M
75	75 Ondas Inc ONDS $3.7B	51	+1	+2%	$13.3M