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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	281	+43	+18%	$2.65B
52	52 American Superconductor AMSC $1.3B	274	+42	+18%	$1.94B
53	53 CAE Inc CAE $7.7B	262	-5	-2%	$6.47B
54	54 V2X VVX $2.15B	235	+19	+9%	$1.85B
55	55 Karman Holdings KRMN $4.49B	234	+95	+68%	$5.52B
56	56 Loar Holdings LOAR $5.88B	229	-24	-9%	$6.63B
57	57 nLIGHT LASR $2.05B	226	+47	+26%	$1.27B
58	58 Ducommun DCO $2.58B	203	+25	+14%	$1.27B
59	59 Red Cat Holdings RCAT $748M	188	+39	+26%	$480M
60	60 Redwire RDW $2.23B	175	+6	+4%	$1.11B
61	61 National Presto Industries NPK $1.05B	168	+5	+3%	$476M
62	62 Graham Corp GHM $835M	159	+22	+16%	$487M
63	63 Ondas Inc ONDS $3.7B	156	+52	+50%	$870M
64	64 BlackSky Technology BKSY $755M	153	+23	+18%	$427M
65	65 Kopin KOPN $688M	136	+17	+14%	$178M
66	66 Telos TLS $319M	134	+14	+12%	$307M
67	67 Cognyte Software CGNT $651M	120	0	0%	$451M
68	68 Luxfer Holdings LXFR $465M	119	+2	+2%	$354M
69	69 Voyager Technologies VOYG $1.63B	112	+10	+10%	$620M
70	70 Gilat Satellite Networks GILT $620M	111	+24	+28%	$358M
71	71 Palladyne AI PDYN $201M	109	+27	+33%	$95.2M
72	72 908 Devices MASS $491M	107	+6	+6%	$215M
73	73 Frequency Electronics FEIM $789M	102	+21	+26%	$216M
74	74 ARK Space & Defense Innovation ETF ARKX $717M	97	+12	+14%	$36.1M
75	75 Unusual Machines UMAC $891M	87	+35	+67%	$127M