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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 Planet Labs PL $5.29B	191	+27	+16%	$544M
52	52 DELISTED Triumph Group TGI	187	+8	+4%	$1.5B
53	53 Loar Holdings LOAR $5.88B	182	+44	+32%	$5.5B
54	54 Ducommun DCO $2.58B	171	+24	+16%	$817M
55	55 nLIGHT LASR $2.05B	168	+6	+4%	$423M
56	56 National Presto Industries NPK $1.05B	163	+13	+9%	$403M
57	57 BigBear.ai BBAI $1.12B	143	+46	+47%	$464M
58	58 Graham Corp GHM $835M	133	+22	+20%	$373M
59	59 Luxfer Holdings LXFR $465M	122	+11	+10%	$320M
60	60 Redwire RDW $2.23B	113	+22	+24%	$799M
61	61 Cognyte Software CGNT $651M	110	-1	-0.9%	$468M
62	62 Global X Defense Tech ETF SHLD $6.45B	110	+22	+25%	$296M
63	63 Telos TLS $319M	106	-2	-2%	$155M
64	64 Red Cat Holdings RCAT $748M	104	+43	+70%	$374M
65	65 Kopin KOPN $688M	101	+18	+22%	$63.2M
66	66 BlackSky Technology BKSY $755M	95	+20	+27%	$167M
67	67 Gilat Satellite Networks GILT $620M	83	+9	+12%	$104M
68	68 908 Devices MASS $491M	81	-5	-6%	$36.9M
69	69 ARK Space & Defense Innovation ETF ARKX $717M	73	+14	+24%	$18.1M
70	70 Comtech Telecommunications CMTL $43.4M	71	+3	+4%	$54.7M
71	71 QuickLogic QUIK $171M	71	+3	+4%	$51.8M
72	72 Ultralife ULBI $102M	67	-7	-9%	$46.7M
73	73 DHI Group DHX $217M	61	-4	-6%	$54M
74	74 Genasys GNSS $58.7M	61	+7	+13%	$59.6M
75	75 M-tron Industries MPTI $293M	59	+22	+59%	$52.6M