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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 Graham Corp GHM $813M	49	-2	-4%	$53.2M
77	77 Nauticus Robotics KITT $1.53M	44	+1	+2%	$157M
78	78 Syntec Optics OPTX $261M	43	+7	+19%	$103M
79	EMAN 79 DELISTED eMagin Corporation EMAN	41	-3	-7%	$5.28M
80	80 Ocean Power Technologies OPTT $6.03M	40	+3	+8%	$2.89M
81	81 Red Cat Holdings RCAT $696M	39	+3	+8%	$9.85M
82	82 Genasys GNSS $55.6M	36	-6	-14%	$49.1M
83	83 Mobix Labs MOBX $13.4M	35	-5	-13%	$67.6M
84	84 Lightpath Technologies LPTH $543M	34	-3	-8%	$9.67M
85	85 Ultralife ULBI $100M	31	-1	-3%	$20M
86	86 Draganfly DPRO $145M	29	-1	-3%	$368K
87	87 Coda Octopus Group CODA $112M	26	+1	+4%	$9.64M
88	88 DELISTED ENGlobal Corp ENG	26	-2	-7%	$2.88M
89	89 One Stop Systems OSS $155M	25	-4	-14%	$20.3M
90	90 QuickLogic QUIK $167M	25	-4	-14%	$22.3M
91	91 Frequency Electronics FEIM $779M	24	-1	-4%	$38.3M
92	92 BigBear.ai BBAI $1.06B	22	-7	-24%	$13M
93	93 Energy Focus EFOI $18.3M	21	+5	+31%	$1.6M
94	94 Espey Mfg & Electronics Corp ESP $158M	19	+1	+6%	$4.23M
95	95 Taylor Devices TAYD $177M	19	+3	+19%	$5.74M
96	96 Air Industries Group AIRI $12.1M	18	0	0%	$3.15M
97	97 Bel Fuse Inc Class A BELFA $2.44B	14	+1	+8%	$15.2M
98	DFNS 98 T3 Defense Inc DFNS $6.22M	14	-1	-7%	$29.2M
99	99 Moog Inc Class B MOG.B $11.3B	14	-1	-7%	$16.7M
100	HLSQ 100 Tessera Defense and Homeland Security Inc. HLSQ $2.14M	10	-1	-9%	$4.51M