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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
76	76 AgEagle Aerial Systems UAVS $45.3M	1	+1	–	$53K
77	77 Applied Aerospace & Defense Inc AADX $1.89B	–	–	–	–
78	78 C3.ai AI $1.91B	–	–	–	–
79	79 AIRO Group Holdings AIRO $167M	–	–	–	–
80	80 Airship AI Holdings AISP $70.3M	–	–	–	–
81	AMMO 81 VistaShares Defense Supercycle ETF AMMO $910K	–	–	–	–
82	82 Amentum Holdings AMTM $4.55B	–	–	–	–
83	83 ARK Space & Defense Innovation ETF ARKX $712M	–	–	–	–
84	84 Tema International Defense ETF ARMY $6.66M	–	–	–	–
85	85 AEVEX Corp AVEX $1.03B	–	–	–	–
86	86 BigBear.ai BBAI $1.09B	–	–	–	–
87	87 BlackSky Technology BKSY $722M	–	–	–	–
88	88 Nuburu, Inc. BURU $8.28M	–	–	–	–
89	89 Corgi Drones & Urban Air Mobility ETF BZZ $2.24M	–	–	–	–
90	90 Cognyte Software CGNT $634M	–	–	–	–
91	91 Coda Octopus Group CODA $114M	–	–	–	–
92	92 Crane Co CR $11.8B	–	–	–	–
93	93 Castellum CTM $55.7M	–	–	–	–
94	DFNS 94 T3 Defense Inc DFNS $6.35M	–	–	–	–
95	95 DEFSEC Technologies DFSC $4.22M	–	–	–	–
96	96 Draganfly DPRO $147M	–	–	–	–
97	97 REX Drone ETF DRNZ $89.8M	–	–	–	–
98	98 Leonardo DRS DRS $9.47B	–	–	–	–
99	99 DUKE Robotics DUKR $13.9M	–	–	–	–
100	100 U.S. Defense ETF DUTY $2.9M	–	–	–	–