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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 Kodiak AI KDK $317M	57	+9	+19%	$488M
77	77 Ondas Inc ONDS $3.63B	57	+19	+50%	$38M
78	78 Bel Fuse Inc Class A BELFA $2.52B	56	+2	+4%	$89.9M
79	79 Airship AI Holdings AISP $72.3M	55	+11	+25%	$20.4M
80	80 Taylor Devices TAYD $174M	53	-6	-10%	$47.5M
81	81 Frequency Electronics FEIM $779M	52	+13	+33%	$87.2M
82	82 Palladyne AI PDYN $197M	50	+19	+61%	$31.9M
83	83 Ocean Power Technologies OPTT $5.94M	47	+12	+34%	$8.97M
84	84 Lightpath Technologies LPTH $564M	41	+9	+28%	$57.9M
85	85 One Stop Systems OSS $161M	37	+10	+37%	$17.7M
86	86 DELISTED Emcore Corp EMKR	36	+6	+20%	$7.21M
87	87 Espey Mfg & Electronics Corp ESP $161M	35	+5	+17%	$18.3M
88	88 Coda Octopus Group CODA $113M	30	+1	+3%	$12.9M
89	89 Mobix Labs MOBX $14.6M	28	+2	+8%	$3.64M
90	90 CPI Aerostructures CVU $65.7M	27	+4	+17%	$7.33M
91	91 Merlin Inc MRLN $115M	26	+26	–	$142M
92	92 TAT Technologies TATT $416M	25	+14	+127%	$69.2M
93	93 Unusual Machines UMAC $877M	25	+15	+150%	$9.94M
94	94 Optex Systems OPXS $69.7M	22	+6	+38%	$10.2M
95	95 TechPrecision Corp TPCS $54.8M	21	0	0%	$4.85M
96	96 Castellum CTM $55.4M	20	+3	+18%	$9.53M
97	97 Air Industries Group AIRI $12.3M	18	+4	+29%	$1.08M
98	98 Draganfly DPRO $150M	18	0	0%	$2.68M
99	99 Moog Inc Class B MOG.B $11.3B	18	+3	+20%	$37.6M
100	HLSQ 100 Tessera Defense and Homeland Security Inc. HLSQ $2.26M	17	+2	+13%	$7.32M