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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 Ultralife ULBI $100M	50	+18	+56%	$45.6M
77	77 Lightpath Technologies LPTH $543M	42	+6	+17%	$24.9M
78	78 AgEagle Aerial Systems UAVS $44.4M	42	+2	+5%	$1.44M
79	79 Palladyne AI PDYN $194M	38	-18	-32%	$2.95M
80	80 QuickLogic QUIK $167M	33	+2	+6%	$27.9M
81	81 Ocean Power Technologies OPTT $6.15M	29	-3	-9%	$1.51M
82	82 Red Cat Holdings RCAT $698M	29	-6	-17%	$3.63M
83	83 Frequency Electronics FEIM $771M	28	0	0%	$33.2M
84	84 Draganfly DPRO $144M	27	-3	-10%	$628K
85	85 One Stop Systems OSS $155M	26	0	0%	$10.3M
86	86 Bel Fuse Inc Class A BELFA $2.44B	25	0	0%	$31.3M
87	87 Coda Octopus Group CODA $112M	25	0	0%	$14.2M
88	88 Taylor Devices TAYD $177M	25	+2	+9%	$12.8M
89	89 CPI Aerostructures CVU $66.4M	23	+3	+15%	$4.8M
90	90 DELISTED ENGlobal Corp ENG	21	-2	-9%	$965K
91	91 Espey Mfg & Electronics Corp ESP $158M	21	-1	-5%	$5.03M
92	92 TechPrecision Corp TPCS $54.5M	21	+3	+17%	$10.1M
93	93 M-tron Industries MPTI $292M	20	+1	+5%	$10.5M
94	94 Castellum CTM $54.7M	17	0	0%	$262K
95	95 Syntec Optics OPTX $258M	14	0	0%	$10.8M
96	96 Moog Inc Class B MOG.B $11.3B	12	0	0%	$21.2M
97	97 Mobix Labs MOBX $13.4M	11	+2	+22%	$7.47M
98	98 Energy Focus EFOI $18.3M	10	+1	+11%	$117K
99	99 Air Industries Group AIRI $12.1M	9	-2	-18%	$715K
100	HLSQ 100 Tessera Defense and Homeland Security Inc. HLSQ $2.14M	9	0	0%	$2.62M