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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	21	+2	+11%	$5.94M
77	77 Espey Mfg & Electronics Corp ESP $162M	20	-2	-9%	$7.18M
78	78 Air Industries Group AIRI $12.1M	18	-1	-5%	$3.1M
79	79 Bel Fuse Inc Class A BELFA $2.6B	14	-3	-18%	$9.59M
80	80 Energy Focus EFOI $17.2M	14	-2	-13%	$2.14M
81	81 Ocean Power Technologies OPTT $5.92M	11	0	0%	$240K
82	DFNS 82 T3 Defense Inc DFNS $6.63M	10	+10	–	$17.4M
83	83 Moog Inc Class B MOG.B $11.7B	10	-1	-9%	$9.26M
84	HLSQ 84 Tessera Defense and Homeland Security Inc. HLSQ $2.15M	9	-2	-18%	$39.5M
85	85 Better Online Solutions BOSC $30.5M	7	+1	+17%	$495K
86	86 TAT Technologies TATT $413M	5	0	0%	$1.81M
87	87 Applied Aerospace & Defense Inc AADX $1.9B	–	–	–	–
88	88 C3.ai AI $1.88B	–	–	–	–
89	89 AIRO Group Holdings AIRO $171M	–	–	–	–
90	90 Airship AI Holdings AISP $72.3M	–	–	–	–
91	AMMO 91 VistaShares Defense Supercycle ETF AMMO $912K	–	–	–	–
92	92 Amentum Holdings AMTM $4.43B	–	–	–	–
93	93 ARK Space & Defense Innovation ETF ARKX $717M	–	–	–	–
94	94 Tema International Defense ETF ARMY $6.59M	–	–	–	–
95	95 AEVEX Corp AVEX $981M	–	–	–	–
96	96 BigBear.ai BBAI $1.05B	–	–	–	–
97	97 Nuburu, Inc. BURU $9.35M	–	–	–	–
98	98 Corgi Drones & Urban Air Mobility ETF BZZ $2.24M	–	–	–	–
99	99 Cognyte Software CGNT $619M	–	–	–	–
100	100 Crane Co CR $11.8B	–	–	–	–