← 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 Crane Co CR $11.8B	41	+41	–	$82M
77	77 AgEagle Aerial Systems UAVS $45.2M	39	-4	-9%	$4.01M
78	EMAN 78 DELISTED eMagin Corporation EMAN	38	+6	+19%	$17.9M
79	79 Lightpath Technologies LPTH $555M	35	+8	+30%	$22.6M
80	80 Red Cat Holdings RCAT $722M	35	-2	-5%	$3.97M
81	81 Ocean Power Technologies OPTT $5.92M	34	-1	-3%	$2.15M
82	82 Ultralife ULBI $101M	31	+1	+3%	$17.2M
83	83 Draganfly DPRO $153M	28	-2	-7%	$997K
84	84 QuickLogic QUIK $174M	27	+1	+4%	$16.8M
85	85 One Stop Systems OSS $161M	26	+2	+8%	$14.5M
86	86 Coda Octopus Group CODA $112M	25	-2	-7%	$14.7M
87	87 Frequency Electronics FEIM $803M	25	0	0%	$33.8M
88	88 Taylor Devices TAYD $176M	23	+1	+5%	$10.2M
89	89 CPI Aerostructures CVU $66.2M	22	+5	+29%	$4.76M
90	90 DELISTED ENGlobal Corp ENG	21	-4	-16%	$2.5M
91	91 Espey Mfg & Electronics Corp ESP $162M	20	-1	-5%	$5.71M
92	92 Bel Fuse Inc Class A BELFA $2.6B	19	+3	+19%	$23.6M
93	93 M-tron Industries MPTI $290M	19	-3	-14%	$6.32M
94	94 Energy Focus EFOI $17.2M	18	+3	+20%	$205K
95	95 Castellum CTM $54.8M	14	+1	+8%	$989K
96	96 Syntec Optics OPTX $278M	14	-9	-39%	$12.9M
97	HLSQ 97 Tessera Defense and Homeland Security Inc. HLSQ $2.15M	12	-1	-8%	$1.93M
98	98 Air Industries Group AIRI $12.1M	11	0	0%	$1.22M
99	99 Moog Inc Class B MOG.B $11.7B	11	-3	-21%	$20.3M
100	100 Nauticus Robotics KITT $1.59M	10	+1	+11%	$3.16M