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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 Syntec Optics OPTX $278M	41	-2	-5%	$109M
77	77 Genasys GNSS $56.9M	38	+2	+6%	$40.9M
78	EMAN 78 DELISTED eMagin Corporation EMAN	35	-6	-15%	$4.31M
79	79 Ocean Power Technologies OPTT $5.92M	35	-5	-13%	$3.57M
80	80 Red Cat Holdings RCAT $722M	35	-4	-10%	$8.44M
81	81 Draganfly DPRO $153M	30	+1	+3%	$491K
82	82 Ultralife ULBI $101M	30	-1	-3%	$19.9M
83	83 Lightpath Technologies LPTH $555M	29	-5	-15%	$8.2M
84	84 Coda Octopus Group CODA $112M	27	+1	+4%	$10.4M
85	85 DELISTED ENGlobal Corp ENG	27	+1	+4%	$3.79M
86	86 One Stop Systems OSS $161M	27	+2	+8%	$17M
87	87 Frequency Electronics FEIM $803M	26	+2	+8%	$29.9M
88	88 QuickLogic QUIK $174M	25	0	0%	$18.2M
89	89 Espey Mfg & Electronics Corp ESP $162M	21	+2	+11%	$4.08M
90	90 Air Industries Group AIRI $12.1M	20	+2	+11%	$2.92M
91	91 BigBear.ai BBAI $1.05B	19	-3	-14%	$2.92M
92	92 Taylor Devices TAYD $176M	19	0	0%	$6.8M
93	93 Bel Fuse Inc Class A BELFA $2.6B	16	+2	+14%	$19.7M
94	94 Energy Focus EFOI $17.2M	15	-6	-29%	$249K
95	HLSQ 95 Tessera Defense and Homeland Security Inc. HLSQ $2.15M	14	+4	+40%	$2.1M
96	DFNS 96 T3 Defense Inc DFNS $6.63M	13	-1	-7%	$23.4M
97	97 Moog Inc Class B MOG.B $11.7B	13	-1	-7%	$14.2M
98	98 Mobix Labs MOBX $13.3M	11	-24	-69%	$7.43M
99	99 Nauticus Robotics KITT $1.59M	9	-35	-80%	$3.08M
100	MYNA 100 DELISTED Mynaric AG American Depository Shares MYNA	9	0	0%	$4.55M