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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 Planet Labs PL $5.29B	50	+50	–	$195M
77	EMAN 77 DELISTED eMagin Corporation EMAN	47	-10	-18%	$52.3M
78	78 DELISTED Terran Orbital Corporation LLAP	46	+46	–	$191M
79	79 Lightpath Technologies LPTH $574M	41	-3	-7%	$15.1M
80	80 Ocean Power Technologies OPTT $6.19M	38	-5	-12%	$10.8M
81	81 Redwire RDW $2.23B	35	+9	+35%	$97.3M
82	82 DELISTED ENGlobal Corp ENG	34	-1	-3%	$13.6M
83	83 One Stop Systems OSS $163M	33	-4	-11%	$25.1M
84	84 QuickLogic QUIK $171M	33	-1	-3%	$20M
85	85 Airship AI Holdings AISP $72.7M	32	+32	–	$160M
86	86 Frequency Electronics FEIM $789M	29	+1	+4%	$53.1M
87	87 CPI Aerostructures CVU $65.9M	28	-2	-7%	$10.5M
88	88 Coda Octopus Group CODA $112M	25	+2	+9%	$16.6M
89	DFNS 89 T3 Defense Inc DFNS $6.2M	22	0	0%	$28.5M
90	90 Espey Mfg & Electronics Corp ESP $162M	21	0	0%	$5.3M
91	91 Taylor Devices TAYD $175M	18	0	0%	$6.79M
92	92 Bel Fuse Inc Class A BELFA $2.55B	17	-1	-6%	$10.8M
93	93 Energy Focus EFOI $18.2M	17	0	0%	$1.19M
94	94 Air Industries Group AIRI $12.3M	15	+1	+7%	$3.64M
95	HLSQ 95 Tessera Defense and Homeland Security Inc. HLSQ $2.25M	13	0	0%	$33.3M
96	96 Moog Inc Class B MOG.B $11.3B	12	0	0%	$16M
97	97 TAT Technologies TATT $419M	11	+3	+38%	$2.81M
98	98 Red Cat Holdings RCAT $748M	10	+10	–	$1.71M
99	99 Better Online Solutions BOSC $30.3M	9	+1	+13%	$2.58M
100	100 DELISTED VictoryShares Protect America ETF SHLD	2	-1	-33%	$2.48M