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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 Taylor Devices TAYD $176M	39	+16	+70%	$39.1M
77	77 Lightpath Technologies LPTH $555M	36	-7	-16%	$22.3M
78	78 Red Cat Holdings RCAT $722M	36	-2	-5%	$11.2M
79	79 M-tron Industries MPTI $290M	34	+7	+26%	$20M
80	80 Bel Fuse Inc Class A BELFA $2.6B	32	+6	+23%	$57.2M
81	81 Palladyne AI PDYN $206M	32	-4	-11%	$4.35M
82	82 Draganfly DPRO $153M	29	0	0%	$251K
83	83 Espey Mfg & Electronics Corp ESP $162M	28	+5	+22%	$10.3M
84	84 Frequency Electronics FEIM $803M	28	-4	-13%	$51.3M
85	85 Coda Octopus Group CODA $112M	27	-1	-4%	$12.5M
86	86 AgEagle Aerial Systems UAVS $45.2M	27	-13	-33%	$549K
87	87 Ocean Power Technologies OPTT $5.92M	26	-9	-26%	$941K
88	88 Airship AI Holdings AISP $72.3M	25	+20	+400%	$7.19M
89	89 One Stop Systems OSS $161M	25	-4	-14%	$17.7M
90	90 Mobix Labs MOBX $13.3M	23	+18	+360%	$2.19M
91	91 CPI Aerostructures CVU $66.2M	22	+1	+5%	$3.86M
92	92 Castellum CTM $54.8M	21	+1	+5%	$2.55M
93	93 TechPrecision Corp TPCS $54.7M	20	-1	-5%	$4.62M
94	94 Syntec Optics OPTX $278M	15	+9	+150%	$1.18M
95	95 Global X Defense Tech ETF SHLD $6.34B	15	+12	+400%	$12.9M
96	96 Nauticus Robotics KITT $1.59M	12	0	0%	$347K
97	97 Moog Inc Class B MOG.B $11.7B	12	0	0%	$29.7M
98	98 Optex Systems OPXS $69.9M	11	0	0%	$3.78M
99	99 Energy Focus EFOI $17.2M	10	-1	-9%	$51.9K
100	100 DELISTED ENGlobal Corp ENG	10	0	0%	$501K