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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 Ocean Power Technologies OPTT $5.92M	16	+9	+129%	$1.33M
77	77 Air Industries Group AIRI $12.1M	15	+4	+36%	$1.48M
78	78 Moog Inc Class B MOG.B $11.7B	12	0	0%	$8.23M
79	79 One Stop Systems OSS $161M	12	+1	+9%	$4.44M
80	80 TAT Technologies TATT $413M	9	-1	-10%	$2.58M
81	HLSQ 81 Tessera Defense and Homeland Security Inc. HLSQ $2.15M	8	+3	+60%	$13M
82	82 AgEagle Aerial Systems UAVS $45.2M	7	-1	-13%	$35K
83	83 Better Online Solutions BOSC $30.5M	4	-1	-20%	$460K
84	84 Applied Aerospace & Defense Inc AADX $1.9B	–	–	–	–
85	85 C3.ai AI $1.88B	–	–	–	–
86	86 AIRO Group Holdings AIRO $171M	–	–	–	–
87	87 Airship AI Holdings AISP $72.3M	–	–	–	–
88	AMMO 88 VistaShares Defense Supercycle ETF AMMO $912K	–	–	–	–
89	89 Amentum Holdings AMTM $4.43B	–	–	–	–
90	90 ARK Space & Defense Innovation ETF ARKX $717M	–	–	–	–
91	91 Tema International Defense ETF ARMY $6.59M	–	–	–	–
92	92 AEVEX Corp AVEX $981M	–	–	–	–
93	93 BigBear.ai BBAI $1.05B	–	–	–	–
94	94 BlackSky Technology BKSY $722M	–	–	–	–
95	95 Nuburu, Inc. BURU $9.35M	–	–	–	–
96	96 Corgi Drones & Urban Air Mobility ETF BZZ $2.24M	–	–	–	–
97	97 Cognyte Software CGNT $619M	–	–	–	–
98	98 Crane Co CR $11.8B	–	–	–	–
99	99 Castellum CTM $54.8M	–	–	–	–
100	DFNS 100 T3 Defense Inc DFNS $6.63M	–	–	–	–