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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 Lightpath Technologies LPTH $574M	44	-3	-6%	$26.4M
77	77 Ondas Inc ONDS $3.69B	44	+30	+214%	$28.5M
78	78 Ocean Power Technologies OPTT $6.09M	43	+18	+72%	$12.2M
79	79 One Stop Systems OSS $163M	37	+8	+28%	$24.7M
80	80 DELISTED ENGlobal Corp ENG	35	+7	+25%	$15.2M
81	81 QuickLogic QUIK $171M	34	+4	+13%	$19.4M
82	82 CPI Aerostructures CVU $65.9M	30	+5	+20%	$14.8M
83	83 Frequency Electronics FEIM $789M	28	+3	+12%	$65.3M
84	84 Redwire RDW $2.22B	26	+26	–	$93.8M
85	85 Coda Octopus Group CODA $112M	23	+3	+15%	$17.4M
86	DFNS 86 T3 Defense Inc DFNS $6.29M	22	+5	+29%	$27.8M
87	87 Espey Mfg & Electronics Corp ESP $161M	21	-1	-5%	$5.72M
88	88 Bel Fuse Inc Class A BELFA $2.54B	18	+2	+13%	$14M
89	89 Taylor Devices TAYD $174M	18	+1	+6%	$6.66M
90	90 Energy Focus EFOI $18.1M	17	+2	+13%	$1.29M
91	91 Air Industries Group AIRI $12.3M	14	-3	-18%	$3.87M
92	HLSQ 92 Tessera Defense and Homeland Security Inc. HLSQ $2.15M	13	+4	+44%	$44M
93	93 Moog Inc Class B MOG.B $11.3B	12	+1	+9%	$12.4M
94	94 Better Online Solutions BOSC $30.2M	8	+2	+33%	$1.5M
95	95 TAT Technologies TATT $419M	8	+1	+14%	$2.26M
96	96 DELISTED VictoryShares Protect America ETF SHLD	3	0	0%	$2.66M
97	97 Applied Aerospace & Defense Inc AADX $1.96B	–	–	–	–
98	98 AIRO Group Holdings AIRO $173M	–	–	–	–
99	99 Airship AI Holdings AISP $73M	–	–	–	–
100	AMMO 100 VistaShares Defense Supercycle ETF AMMO $920K	–	–	–	–