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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 Genasys GNSS $58.7M	39	+1	+3%	$52.3M
77	77 Red Cat Holdings RCAT $748M	37	+2	+6%	$3.56M
78	78 Ocean Power Technologies OPTT $6.19M	35	0	0%	$1.94M
79	EMAN 79 DELISTED eMagin Corporation EMAN	32	-3	-9%	$6.79M
80	80 Draganfly DPRO $153M	30	0	0%	$445K
81	81 Ultralife ULBI $102M	30	0	0%	$12.5M
82	82 Coda Octopus Group CODA $112M	27	0	0%	$13.1M
83	83 Lightpath Technologies LPTH $574M	27	-2	-7%	$9.1M
84	84 QuickLogic QUIK $171M	26	+1	+4%	$14.5M
85	85 DELISTED ENGlobal Corp ENG	25	-2	-7%	$2.2M
86	86 Frequency Electronics FEIM $789M	25	-1	-4%	$30.8M
87	87 One Stop Systems OSS $163M	24	-3	-11%	$16.6M
88	88 Syntec Optics OPTX $279M	23	-18	-44%	$24.4M
89	89 M-tron Industries MPTI $293M	22	+22	–	$5.23M
90	90 Taylor Devices TAYD $175M	22	+3	+16%	$8.78M
91	91 Espey Mfg & Electronics Corp ESP $162M	21	0	0%	$2.88M
92	92 CPI Aerostructures CVU $65.9M	17	+16	+1,600%	$3.13M
93	93 Bel Fuse Inc Class A BELFA $2.55B	16	0	0%	$17.5M
94	94 BigBear.ai BBAI $1.12B	15	-4	-21%	$993K
95	95 Energy Focus EFOI $18.2M	15	0	0%	$113K
96	96 Moog Inc Class B MOG.B $11.3B	14	+1	+8%	$18.2M
97	97 Castellum CTM $55.5M	13	+13	–	$1.02M
98	HLSQ 98 Tessera Defense and Homeland Security Inc. HLSQ $2.25M	13	-1	-7%	$1.15M
99	99 Mobix Labs MOBX $14.7M	12	+1	+9%	$7.94M
100	100 Air Industries Group AIRI $12.3M	11	-9	-45%	$1.34M