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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 Air Industries Group AIRI $12.1M	11	-2	-15%	$1.56M
77	77 One Stop Systems OSS $155M	11	-4	-27%	$5.32M
78	78 TAT Technologies TATT $415M	10	+2	+25%	$2.77M
79	79 AgEagle Aerial Systems UAVS $44.6M	8	0	0%	$73K
80	80 Ocean Power Technologies OPTT $6.15M	7	-11	-61%	$64K
81	81 Better Online Solutions BOSC $30.9M	5	+2	+67%	$458K
82	HLSQ 82 Tessera Defense and Homeland Security Inc. HLSQ $2.14M	5	+5	–	$8.51M
83	83 Applied Aerospace & Defense Inc AADX $1.93B	–	–	–	–
84	84 C3.ai AI $1.91B	–	–	–	–
85	85 AIRO Group Holdings AIRO $167M	–	–	–	–
86	86 Airship AI Holdings AISP $69.6M	–	–	–	–
87	AMMO 87 VistaShares Defense Supercycle ETF AMMO $900K	–	–	–	–
88	88 Amentum Holdings AMTM $4.52B	–	–	–	–
89	89 ARK Space & Defense Innovation ETF ARKX $704M	–	–	–	–
90	90 Tema International Defense ETF ARMY $6.59M	–	–	–	–
91	91 AEVEX Corp AVEX $992M	–	–	–	–
92	92 BigBear.ai BBAI $1.06B	–	–	–	–
93	93 BlackSky Technology BKSY $717M	–	–	–	–
94	94 Nuburu, Inc. BURU $9.35M	–	–	–	–
95	95 Corgi Drones & Urban Air Mobility ETF BZZ $2.24M	–	–	–	–
96	96 Cognyte Software CGNT $637M	–	–	–	–
97	97 Crane Co CR $11.7B	–	–	–	–
98	98 Castellum CTM $54.8M	–	–	–	–
99	DFNS 99 T3 Defense Inc DFNS $6.21M	–	–	–	–
100	100 DEFSEC Technologies DFSC $4.22M	–	–	–	–