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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 Ondas Inc ONDS $3.58B	44	-7	-14%	$46.4M
77	77 Airship AI Holdings AISP $72.3M	43	+11	+34%	$210M
78	78 Ocean Power Technologies OPTT $5.92M	42	+4	+11%	$9.93M
79	79 Ultralife ULBI $101M	42	-9	-18%	$35.1M
80	80 Lightpath Technologies LPTH $555M	37	-4	-10%	$11.7M
81	81 Redwire RDW $2.15B	35	0	0%	$85.7M
82	82 DELISTED ENGlobal Corp ENG	33	-1	-3%	$10.9M
83	83 Mobix Labs MOBX $13.3M	32	+32	–	$54.1M
84	84 QuickLogic QUIK $174M	32	-1	-3%	$13.3M
85	85 Nauticus Robotics KITT $1.59M	30	+30	–	$145M
86	86 One Stop Systems OSS $161M	30	-3	-9%	$22.4M
87	87 Palladyne AI PDYN $206M	27	-55	-67%	$86.1M
88	88 Red Cat Holdings RCAT $722M	26	+16	+160%	$12.3M
89	89 Frequency Electronics FEIM $803M	25	-4	-14%	$55.8M
90	90 Coda Octopus Group CODA $112M	24	-1	-4%	$17M
91	91 CPI Aerostructures CVU $66.2M	23	-5	-18%	$7.55M
92	DFNS 92 T3 Defense Inc DFNS $6.63M	21	-1	-5%	$28.4M
93	93 Espey Mfg & Electronics Corp ESP $162M	20	-1	-5%	$5.03M
94	94 Draganfly DPRO $153M	19	+19	–	$3.45M
95	95 Energy Focus EFOI $17.2M	18	+1	+6%	$1.33M
96	96 Air Industries Group AIRI $12.1M	16	+1	+7%	$2.42M
97	HLSQ 97 Tessera Defense and Homeland Security Inc. HLSQ $2.15M	16	+3	+23%	$21.3M
98	98 Taylor Devices TAYD $176M	16	-2	-11%	$6.82M
99	99 Bel Fuse Inc Class A BELFA $2.6B	15	-2	-12%	$10.6M
100	100 Moog Inc Class B MOG.B $11.7B	12	0	0%	$14.6M