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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 Loar Holdings LOAR $5.75B	253	+92	+57%	$7.09B
52	52 Global X Defense Tech ETF SHLD $6.34B	252	+116	+85%	$1.17B
53	53 Planet Labs PL $5.14B	238	+24	+11%	$989M
54	54 DELISTED Triumph Group TGI	238	+15	+7%	$2.47B
55	55 American Superconductor AMSC $1.24B	232	+43	+23%	$1.2B
56	56 V2X VVX $2.14B	216	-2	-0.9%	$1.55B
57	57 nLIGHT LASR $2.07B	179	+23	+15%	$831M
58	58 Ducommun DCO $2.54B	178	+6	+3%	$1.09B
59	59 Redwire RDW $2.15B	169	+23	+16%	$2.13B
60	60 National Presto Industries NPK $1.04B	163	+2	+1%	$408M
61	61 Red Cat Holdings RCAT $722M	149	+35	+31%	$203M
62	62 Karman Holdings KRMN $3.99B	139	+48	+53%	$1.81B
63	63 Graham Corp GHM $861M	137	+14	+11%	$426M
64	64 BlackSky Technology BKSY $722M	130	+21	+19%	$378M
65	65 Cognyte Software CGNT $619M	120	-6	-5%	$495M
66	66 Telos TLS $312M	120	+19	+19%	$132M
67	67 Kopin KOPN $690M	119	+10	+9%	$95.4M
68	68 Luxfer Holdings LXFR $466M	117	-5	-4%	$304M
69	69 Ondas Inc ONDS $3.58B	104	+32	+44%	$100M
70	70 Voyager Technologies VOYG $1.58B	102	+102	–	$683M
71	71 908 Devices MASS $489M	101	+14	+16%	$174M
72	72 Gilat Satellite Networks GILT $617M	87	-9	-9%	$131M
73	73 ARK Space & Defense Innovation ETF ARKX $717M	85	+10	+13%	$22.6M
74	74 Palladyne AI PDYN $206M	82	+18	+28%	$64.7M
75	75 Frequency Electronics FEIM $803M	81	+26	+47%	$124M