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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	164	+9	+6%	$1.13B
52	52 National Presto Industries NPK $1.05B	142	+18	+15%	$353M
53	53 nLIGHT LASR $2B	138	-1	-0.7%	$522M
54	54 American Superconductor AMSC $1.26B	128	+29	+29%	$312M
55	55 Ducommun DCO $2.52B	128	-4	-3%	$598M
56	56 Kopin KOPN $665M	122	+31	+34%	$73.7M
57	57 Telos TLS $317M	116	+10	+9%	$180M
58	58 Cognyte Software CGNT $641M	111	-1	-0.9%	$353M
59	59 Comtech Telecommunications CMTL $42.5M	111	-22	-17%	$65.8M
60	60 DELISTED Terran Orbital Corporation LLAP	109	+7	+7%	$87.9M
61	61 Luxfer Holdings LXFR $466M	105	+3	+3%	$254M
62	62 BigBear.ai BBAI $1.08B	98	+27	+38%	$33.3M
63	63 Graham Corp GHM $819M	92	+13	+16%	$217M
64	64 BlackSky Technology BKSY $731M	87	+1	+1%	$51.6M
65	65 DHI Group DHX $216M	85	+8	+10%	$85.7M
66	66 908 Devices MASS $492M	75	-4	-5%	$156M
67	67 QuickLogic QUIK $169M	72	+20	+38%	$71.7M
68	68 Redwire RDW $2.16B	72	+16	+29%	$27M
69	69 ARK Space & Defense Innovation ETF ARKX $709M	67	-1	-1%	$13.9M
70	70 Gilat Satellite Networks GILT $615M	66	-10	-13%	$92.5M
71	71 Ultralife ULBI $101M	62	+8	+15%	$45.4M
72	72 Kodiak AI KDK $321M	53	-3	-5%	$449M
73	73 DELISTED Emcore Corp EMKR	52	-6	-10%	$12.8M
74	74 Genasys GNSS $59.2M	47	-7	-13%	$39.4M
75	75 Ondas Inc ONDS $3.62B	44	-7	-14%	$7.37M