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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 Bel Fuse Inc Class A BELFA $2.55B	54	+14	+35%	$104M
77	77 Genasys GNSS $58.7M	54	+8	+17%	$57.3M
78	78 Kodiak AI KDK $319M	48	-10	-17%	$473M
79	79 Airship AI Holdings AISP $72.7M	44	+8	+22%	$8.39M
80	80 Frequency Electronics FEIM $789M	39	+8	+26%	$50.7M
81	81 Ondas Inc ONDS $3.7B	38	-6	-14%	$8.92M
82	82 M-tron Industries MPTI $293M	37	+8	+28%	$30.4M
83	83 Ocean Power Technologies OPTT $6.19M	35	+7	+25%	$671K
84	84 Lightpath Technologies LPTH $574M	32	-4	-11%	$22M
85	85 Palladyne AI PDYN $201M	31	-4	-11%	$4.74M
86	86 DELISTED Emcore Corp EMKR	30	+1	+3%	$1.94M
87	87 Espey Mfg & Electronics Corp ESP $162M	30	+4	+15%	$14.4M
88	88 Coda Octopus Group CODA $112M	29	+1	+4%	$15M
89	89 One Stop Systems OSS $163M	27	-7	-21%	$12.1M
90	90 Mobix Labs MOBX $14.7M	26	+4	+18%	$4.99M
91	91 AgEagle Aerial Systems UAVS $45.8M	25	+4	+19%	$49.7K
92	92 CPI Aerostructures CVU $65.9M	23	+1	+5%	$6.21M
93	93 TechPrecision Corp TPCS $54.7M	21	+2	+11%	$4.15M
94	94 Draganfly DPRO $153M	18	-10	-36%	$177K
95	95 Castellum CTM $55.5M	17	-4	-19%	$266K
96	96 Optex Systems OPXS $69.3M	16	-1	-6%	$4.68M
97	HLSQ 97 Tessera Defense and Homeland Security Inc. HLSQ $2.25M	15	+5	+50%	$9.24M
98	98 Moog Inc Class B MOG.B $11.3B	15	+1	+7%	$38.2M
99	99 Air Industries Group AIRI $12.3M	14	+7	+100%	$1.01M
100	100 DELISTED ENGlobal Corp ENG	11	0	0%	$346K