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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 Espey Mfg & Electronics Corp ESP $162M	18	-5	-22%	$9.15M
77	77 Taylor Devices TAYD $175M	18	0	0%	$6.73M
78	78 BlackSky Technology BKSY $755M	12	+12	–	$78.1M
79	79 Moog Inc Class B MOG.B $11.3B	12	0	0%	$12.7M
80	80 Ocean Power Technologies OPTT $6.19M	8	-5	-38%	$201K
81	81 AgEagle Aerial Systems UAVS $45.8M	8	+3	+60%	$67K
82	HLSQ 82 Tessera Defense and Homeland Security Inc. HLSQ $2.25M	7	-6	-46%	$50M
83	83 TAT Technologies TATT $419M	6	-2	-25%	$2.21M
84	84 Better Online Solutions BOSC $30.3M	5	+2	+67%	$368K
85	85 Applied Aerospace & Defense Inc AADX $1.96B	–	–	–	–
86	86 C3.ai AI $1.96B	–	–	–	–
87	87 AIRO Group Holdings AIRO $173M	–	–	–	–
88	88 Airship AI Holdings AISP $72.7M	–	–	–	–
89	AMMO 89 VistaShares Defense Supercycle ETF AMMO $929K	–	–	–	–
90	90 Amentum Holdings AMTM $4.67B	–	–	–	–
91	91 ARK Space & Defense Innovation ETF ARKX $717M	–	–	–	–
92	92 Tema International Defense ETF ARMY $6.71M	–	–	–	–
93	93 AEVEX Corp AVEX $1.05B	–	–	–	–
94	94 BigBear.ai BBAI $1.12B	–	–	–	–
95	95 Nuburu, Inc. BURU $9.08M	–	–	–	–
96	96 Corgi Drones & Urban Air Mobility ETF BZZ $2.29M	–	–	–	–
97	97 Cognyte Software CGNT $651M	–	–	–	–
98	98 Crane Co CR $11.9B	–	–	–	–
99	99 Castellum CTM $55.5M	–	–	–	–
100	DFNS 100 T3 Defense Inc DFNS $6.2M	–	–	–	–