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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 DELISTED ENGlobal Corp ENG	28	+7	+33%	$10.9M
77	77 CPI Aerostructures CVU $65.6M	25	-7	-22%	$13.4M
78	78 Frequency Electronics FEIM $778M	25	-4	-14%	$62.9M
79	79 Ocean Power Technologies OPTT $6M	25	+14	+127%	$5.15M
80	80 Espey Mfg & Electronics Corp ESP $161M	22	+2	+10%	$7.17M
81	81 Coda Octopus Group CODA $114M	20	-5	-20%	$11.6M
82	82 Air Industries Group AIRI $12.1M	17	-1	-6%	$2.91M
83	DFNS 83 T3 Defense Inc DFNS $6.11M	17	+7	+70%	$22.5M
84	84 Taylor Devices TAYD $176M	17	-4	-19%	$6.07M
85	85 Bel Fuse Inc Class A BELFA $2.52B	16	+2	+14%	$10.8M
86	86 Energy Focus EFOI $18M	15	+1	+7%	$2.02M
87	87 Ondas Inc ONDS $3.63B	14	+14	–	$14.8M
88	88 Moog Inc Class B MOG.B $11.3B	11	+1	+10%	$11.6M
89	HLSQ 89 Tessera Defense and Homeland Security Inc. HLSQ $2.12M	9	0	0%	$40M
90	90 TAT Technologies TATT $417M	7	+2	+40%	$2.04M
91	91 Better Online Solutions BOSC $30.1M	6	-1	-14%	$683K
92	92 DELISTED VictoryShares Protect America ETF SHLD	3	+3	–	$2.84M
93	93 Applied Aerospace & Defense Inc AADX $1.94B	–	–	–	–
94	94 AIRO Group Holdings AIRO $170M	–	–	–	–
95	95 Airship AI Holdings AISP $71.6M	–	–	–	–
96	AMMO 96 VistaShares Defense Supercycle ETF AMMO $910K	–	–	–	–
97	97 Amentum Holdings AMTM $4.55B	–	–	–	–
98	98 ARK Space & Defense Innovation ETF ARKX $710M	–	–	–	–
99	99 Tema International Defense ETF ARMY $6.68M	–	–	–	–
100	100 AEVEX Corp AVEX $1.04B	–	–	–	–