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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 Taylor Devices TAYD $176M	19	+1	+6%	$6.25M
77	77 Bel Fuse Inc Class A BELFA $2.6B	17	0	0%	$9.07M
78	78 Energy Focus EFOI $17.2M	16	-8	-33%	$2.02M
79	79 AgEagle Aerial Systems UAVS $45.2M	12	+8	+200%	$455K
80	HLSQ 80 Tessera Defense and Homeland Security Inc. HLSQ $2.15M	11	+1	+10%	$33.8M
81	81 Moog Inc Class B MOG.B $11.7B	11	+1	+10%	$7.71M
82	82 Ocean Power Technologies OPTT $5.92M	11	+3	+38%	$131K
83	83 Better Online Solutions BOSC $30.5M	6	+1	+20%	$579K
84	84 TAT Technologies TATT $413M	5	0	0%	$1.72M
85	85 Applied Aerospace & Defense Inc AADX $1.9B	–	–	–	–
86	86 C3.ai AI $1.88B	–	–	–	–
87	87 AIRO Group Holdings AIRO $171M	–	–	–	–
88	88 Airship AI Holdings AISP $72.3M	–	–	–	–
89	AMMO 89 VistaShares Defense Supercycle ETF AMMO $912K	–	–	–	–
90	90 Amentum Holdings AMTM $4.43B	–	–	–	–
91	91 ARK Space & Defense Innovation ETF ARKX $717M	–	–	–	–
92	92 Tema International Defense ETF ARMY $6.59M	–	–	–	–
93	93 AEVEX Corp AVEX $981M	–	–	–	–
94	94 BigBear.ai BBAI $1.05B	–	–	–	–
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	–	–	–	–