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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 V2X VVX $2.14B	218	+11	+5%	$1.6B
52	52 Planet Labs PL $5.14B	214	+23	+12%	$478M
53	53 American Superconductor AMSC $1.24B	189	-3	-2%	$500M
54	54 Ducommun DCO $2.54B	172	+1	+0.6%	$755M
55	55 Loar Holdings LOAR $5.75B	161	-21	-12%	$5.3B
56	56 National Presto Industries NPK $1.04B	161	-2	-1%	$355M
57	57 nLIGHT LASR $2.07B	156	-12	-7%	$328M
58	58 Redwire RDW $2.15B	146	+33	+29%	$545M
59	59 Global X Defense Tech ETF SHLD $6.34B	136	+26	+24%	$524M
60	60 Cognyte Software CGNT $619M	126	+16	+15%	$426M
61	61 Graham Corp GHM $861M	123	-10	-8%	$244M
62	62 Luxfer Holdings LXFR $466M	122	0	0%	$291M
63	63 Red Cat Holdings RCAT $722M	114	+10	+10%	$104M
64	64 BlackSky Technology BKSY $722M	109	+14	+15%	$291M
65	65 Kopin KOPN $690M	109	+8	+8%	$49.1M
66	66 Telos TLS $312M	101	-5	-5%	$104M
67	67 Gilat Satellite Networks GILT $617M	96	+13	+16%	$114M
68	68 Karman Holdings KRMN $3.99B	91	+91	–	$1.1B
69	69 908 Devices MASS $489M	87	+6	+7%	$92.3M
70	70 ARK Space & Defense Innovation ETF ARKX $717M	75	+2	+3%	$18M
71	71 QuickLogic QUIK $174M	75	+4	+6%	$24.6M
72	72 Ondas Inc ONDS $3.58B	72	+15	+26%	$18.7M
73	73 Ultralife ULBI $101M	70	+3	+4%	$31.9M
74	74 DHI Group DHX $213M	67	+6	+10%	$42.2M
75	75 Genasys GNSS $56.9M	66	+5	+8%	$54.5M