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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 Red Cat Holdings RCAT $722M	44	+8	+22%	$17.6M
77	77 Global X Defense Tech ETF SHLD $6.34B	42	+27	+180%	$170M
78	78 Bel Fuse Inc Class A BELFA $2.6B	40	+8	+25%	$78.8M
79	79 Airship AI Holdings AISP $72.3M	36	+11	+44%	$4.88M
80	80 Lightpath Technologies LPTH $555M	36	0	0%	$20.6M
81	81 Palladyne AI PDYN $206M	35	+3	+9%	$4.71M
82	82 One Stop Systems OSS $161M	34	+9	+36%	$13.2M
83	83 Frequency Electronics FEIM $803M	31	+3	+11%	$40.5M
84	84 DELISTED Emcore Corp EMKR	29	-23	-44%	$1.03M
85	85 M-tron Industries MPTI $290M	29	-5	-15%	$24.1M
86	86 Coda Octopus Group CODA $112M	28	+1	+4%	$12.7M
87	87 Draganfly DPRO $153M	28	-1	-3%	$1.62M
88	88 Ocean Power Technologies OPTT $5.92M	28	+2	+8%	$763K
89	89 Espey Mfg & Electronics Corp ESP $162M	26	-2	-7%	$9.19M
90	90 Nauticus Robotics KITT $1.59M	23	+11	+92%	$313K
91	91 CPI Aerostructures CVU $66.2M	22	0	0%	$4.25M
92	92 Mobix Labs MOBX $13.3M	22	-1	-4%	$1.62M
93	93 Castellum CTM $54.8M	21	0	0%	$966K
94	94 AgEagle Aerial Systems UAVS $45.2M	21	-6	-22%	$211K
95	95 TechPrecision Corp TPCS $54.7M	19	-1	-5%	$4.42M
96	96 Optex Systems OPXS $69.9M	17	+6	+55%	$3.98M
97	97 Moog Inc Class B MOG.B $11.7B	14	+2	+17%	$33M
98	98 Energy Focus EFOI $17.2M	11	+1	+10%	$87.4K
99	99 DELISTED ENGlobal Corp ENG	11	+1	+10%	$364K
100	100 Syntec Optics OPTX $278M	11	-4	-27%	$685K