← 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 American Superconductor AMSC $1.3B	172	+17	+11%	$643M
52	52 Planet Labs PL $5.29B	164	-4	-2%	$276M
53	53 nLIGHT LASR $2.05B	162	+18	+13%	$429M
54	54 National Presto Industries NPK $1.05B	150	-2	-1%	$300M
55	55 Ducommun DCO $2.58B	147	+12	+9%	$759M
56	56 Loar Holdings LOAR $5.88B	138	+21	+18%	$5B
57	57 Cognyte Software CGNT $651M	111	-3	-3%	$260M
58	58 Graham Corp GHM $835M	111	+7	+7%	$247M
59	59 Luxfer Holdings LXFR $465M	111	-2	-2%	$319M
60	60 Telos TLS $319M	108	-4	-4%	$164M
61	61 BigBear.ai BBAI $1.12B	97	+4	+4%	$35.7M
62	62 DELISTED Terran Orbital Corporation LLAP	97	0	0%	$14M
63	63 Redwire RDW $2.23B	91	+12	+15%	$62.5M
64	64 Global X Defense Tech ETF SHLD $6.45B	88	+46	+110%	$352M
65	65 908 Devices MASS $491M	86	-4	-4%	$64.8M
66	66 Kopin KOPN $688M	83	-3	-3%	$30.8M
67	67 BlackSky Technology BKSY $755M	75	-15	-17%	$67.5M
68	68 Gilat Satellite Networks GILT $620M	74	-2	-3%	$93.4M
69	69 Ultralife ULBI $102M	74	+2	+3%	$54.7M
70	70 Comtech Telecommunications CMTL $43.4M	68	-32	-32%	$70.8M
71	71 QuickLogic QUIK $171M	68	-5	-7%	$33M
72	72 DHI Group DHX $217M	65	-19	-23%	$59.2M
73	73 Red Cat Holdings RCAT $748M	61	+17	+39%	$34.6M
74	74 ARK Space & Defense Innovation ETF ARKX $717M	59	-5	-8%	$11.8M
75	75 Taylor Devices TAYD $175M	59	+8	+16%	$57.6M