← All themes

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 Airship AI Holdings AISP $71.3M	50	+7	+16%	$217M
77	77 Genasys GNSS $59.2M	45	-7	-13%	$61.7M
78	78 Redwire RDW $2.16B	44	+9	+26%	$36.9M
79	79 Nauticus Robotics KITT $1.63M	43	+13	+43%	$169M
80	80 Ocean Power Technologies OPTT $6M	42	0	0%	$11.9M
81	81 Mobix Labs MOBX $13.7M	41	+9	+28%	$64.7M
82	82 Lightpath Technologies LPTH $552M	34	-3	-8%	$17M
83	83 One Stop Systems OSS $158M	34	+4	+13%	$24.8M
84	84 Red Cat Holdings RCAT $733M	33	+7	+27%	$12.3M
85	85 Ultralife ULBI $101M	32	-10	-24%	$28.3M
86	86 DELISTED ENGlobal Corp ENG	31	-2	-6%	$5.94M
87	87 Palladyne AI PDYN $197M	31	+4	+15%	$176M
88	88 QuickLogic QUIK $169M	31	-1	-3%	$13.1M
89	89 Draganfly DPRO $148M	27	+8	+42%	$1.03M
90	90 Coda Octopus Group CODA $112M	26	+2	+8%	$15M
91	91 BigBear.ai BBAI $1.08B	25	+25	–	$84.3M
92	92 CPI Aerostructures CVU $64.9M	25	+2	+9%	$7.6M
93	93 Frequency Electronics FEIM $775M	25	0	0%	$53.1M
94	DFNS 94 T3 Defense Inc DFNS $6.1M	24	+3	+14%	$29.3M
95	95 Espey Mfg & Electronics Corp ESP $161M	20	0	0%	$5M
96	96 Air Industries Group AIRI $12.1M	19	+3	+19%	$4.26M
97	97 Energy Focus EFOI $18M	19	+1	+6%	$4.43M
98	MYNA 98 DELISTED Mynaric AG American Depository Shares MYNA	18	+18	–	$20.7M
99	99 Taylor Devices TAYD $174M	17	+1	+6%	$6.71M
100	100 Bel Fuse Inc Class A BELFA $2.51B	16	+1	+7%	$10.8M