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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 Lightpath Technologies LPTH $564M	43	+1	+2%	$21.9M
77	77 AgEagle Aerial Systems UAVS $45.6M	40	-2	-5%	$815K
78	78 Red Cat Holdings RCAT $745M	38	+9	+31%	$14.5M
79	79 Palladyne AI PDYN $197M	36	-2	-5%	$2.76M
80	80 Ocean Power Technologies OPTT $5.94M	35	+6	+21%	$1.29M
81	81 Frequency Electronics FEIM $779M	32	+4	+14%	$51.7M
82	82 Draganfly DPRO $150M	29	+2	+7%	$2.45M
83	83 One Stop Systems OSS $161M	29	+3	+12%	$11.8M
84	84 Coda Octopus Group CODA $113M	28	+3	+12%	$13.5M
85	85 M-tron Industries MPTI $292M	27	+7	+35%	$20.9M
86	86 Bel Fuse Inc Class A BELFA $2.52B	26	+1	+4%	$44.6M
87	87 Espey Mfg & Electronics Corp ESP $161M	23	+2	+10%	$6.11M
88	88 Taylor Devices TAYD $174M	23	-2	-8%	$13.7M
89	89 CPI Aerostructures CVU $65.7M	21	-2	-9%	$3.76M
90	90 TechPrecision Corp TPCS $54.8M	21	0	0%	$6.93M
91	91 Castellum CTM $55.4M	20	+3	+18%	$535K
92	HLSQ 92 Tessera Defense and Homeland Security Inc. HLSQ $2.26M	13	+4	+44%	$2.26M
93	93 Nauticus Robotics KITT $1.59M	12	+3	+33%	$1.07M
94	94 Moog Inc Class B MOG.B $11.3B	12	0	0%	$27.1M
95	95 Energy Focus EFOI $17.9M	11	+1	+10%	$63.1K
96	96 Optex Systems OPXS $69.7M	11	+3	+38%	$3.24M
97	97 DELISTED ENGlobal Corp ENG	10	-11	-52%	$492K
98	98 TAT Technologies TATT $416M	10	+5	+100%	$8.61M
99	99 Air Industries Group AIRI $12.3M	9	0	0%	$750K
100	MYNA 100 DELISTED Mynaric AG American Depository Shares MYNA	8	-1	-11%	$5.43M