← 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 COPT Defense Properties CDP $3.75B	306	-3	-1%	$3.42B
52	52 Karman Holdings KRMN $4.41B	285	+51	+22%	$7.05B
53	53 CAE Inc CAE $7.67B	266	+4	+2%	$6.75B
54	54 V2X VVX $2.14B	266	+31	+13%	$1.72B
55	55 Ondas Inc ONDS $3.63B	254	+98	+63%	$1.51B
56	56 nLIGHT LASR $2.04B	250	+24	+11%	$1.68B
57	57 American Superconductor AMSC $1.28B	242	-32	-12%	$964M
58	58 Loar Holdings LOAR $5.88B	241	+12	+5%	$5.78B
59	59 Redwire RDW $2.18B	214	+39	+22%	$1.07B
60	60 Red Cat Holdings RCAT $745M	212	+24	+13%	$363M
61	61 Ducommun DCO $2.54B	206	+3	+1%	$1.27B
62	62 Voyager Technologies VOYG $1.59B	180	+68	+61%	$771M
63	63 BlackSky Technology BKSY $741M	165	+12	+8%	$390M
64	64 National Presto Industries NPK $1.05B	165	-3	-2%	$432M
65	65 Graham Corp GHM $829M	161	+2	+1%	$573M
66	66 Telos TLS $316M	158	+24	+18%	$241M
67	67 Kopin KOPN $672M	144	+8	+6%	$214M
68	68 Luxfer Holdings LXFR $466M	130	+11	+9%	$346M
69	69 Cognyte Software CGNT $648M	125	+5	+4%	$497M
70	70 Frequency Electronics FEIM $779M	122	+20	+20%	$364M
71	71 Gilat Satellite Networks GILT $615M	120	+9	+8%	$403M
72	72 ARK Space & Defense Innovation ETF ARKX $713M	118	+21	+22%	$46.4M
73	73 908 Devices MASS $497M	118	+11	+10%	$137M
74	74 Lightpath Technologies LPTH $564M	109	+23	+27%	$302M
75	75 Unusual Machines UMAC $877M	106	+19	+22%	$161M