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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 Nauticus Robotics KITT $1.59M	43	0	0%	$166M
77	77 Genasys GNSS $56.9M	42	-3	-7%	$41.7M
78	78 Palladyne AI PDYN $206M	41	+10	+32%	$123M
79	79 Mobix Labs MOBX $13.3M	40	-1	-2%	$66.8M
80	80 Lightpath Technologies LPTH $555M	37	+3	+9%	$15.2M
81	81 Ocean Power Technologies OPTT $5.92M	37	-5	-12%	$10.7M
82	82 Syntec Optics OPTX $278M	36	+36	–	$93M
83	83 Red Cat Holdings RCAT $722M	36	+3	+9%	$9.71M
84	84 Ultralife ULBI $101M	32	0	0%	$24.2M
85	85 Draganfly DPRO $153M	30	+3	+11%	$1.33M
86	86 BigBear.ai BBAI $1.05B	29	+4	+16%	$9.2M
87	87 One Stop Systems OSS $161M	29	-5	-15%	$17.8M
88	88 QuickLogic QUIK $174M	29	-2	-6%	$14.5M
89	89 DELISTED ENGlobal Corp ENG	28	-3	-10%	$4.25M
90	90 Coda Octopus Group CODA $112M	25	-1	-4%	$12.6M
91	91 Frequency Electronics FEIM $803M	25	0	0%	$46.2M
92	92 CPI Aerostructures CVU $66.2M	22	-3	-12%	$7.06M
93	93 DELISTED Terran Orbital Corporation LLAP	22	-49	-69%	$301M
94	94 Air Industries Group AIRI $12.1M	18	-1	-5%	$3.72M
95	95 Espey Mfg & Electronics Corp ESP $162M	18	-2	-10%	$4.83M
96	96 Energy Focus EFOI $17.2M	16	-3	-16%	$507K
97	97 Taylor Devices TAYD $176M	16	-1	-6%	$6.18M
98	DFNS 98 T3 Defense Inc DFNS $6.63M	15	-9	-38%	$28.9M
99	99 Moog Inc Class B MOG.B $11.7B	15	+2	+15%	$18.1M
100	100 Bel Fuse Inc Class A BELFA $2.6B	13	-3	-19%	$14.9M