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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 Palladyne AI PDYN $197M	64	+14	+28%	$25.7M
77	77 Comtech Telecommunications CMTL $42.2M	63	-8	-11%	$20M
78	78 Kodiak AI KDK $317M	57	0	0%	$516M
79	79 Bel Fuse Inc Class A BELFA $2.52B	56	0	0%	$69M
80	80 M-tron Industries MPTI $292M	56	-3	-5%	$45.2M
81	81 Airship AI Holdings AISP $72.3M	55	0	0%	$15.6M
82	82 Frequency Electronics FEIM $781M	55	+3	+6%	$75.7M
83	83 Taylor Devices TAYD $174M	51	-2	-4%	$36.3M
84	84 Ocean Power Technologies OPTT $5.94M	43	-4	-9%	$6.46M
85	85 Lightpath Technologies LPTH $564M	40	-1	-2%	$31.6M
86	86 Merlin Inc MRLN $115M	35	+9	+35%	$212M
87	87 TAT Technologies TATT $414M	35	+10	+40%	$83M
88	88 Espey Mfg & Electronics Corp ESP $161M	34	-1	-3%	$15.4M
89	89 Coda Octopus Group CODA $113M	33	+3	+10%	$9.79M
90	90 CPI Aerostructures CVU $65.7M	33	+6	+22%	$7.51M
91	91 One Stop Systems OSS $161M	33	-4	-11%	$12.3M
92	92 Unusual Machines UMAC $878M	31	+6	+24%	$7.38M
93	93 Castellum CTM $55.4M	25	+5	+25%	$3.31M
94	94 Mobix Labs MOBX $14.6M	25	-3	-11%	$3.34M
95	95 Optex Systems OPXS $69.7M	25	+3	+14%	$8.59M
96	96 TechPrecision Corp TPCS $54.8M	21	0	0%	$3.54M
97	HLSQ 97 Tessera Defense and Homeland Security Inc. HLSQ $2.26M	20	+3	+18%	$7.44M
98	98 Nauticus Robotics KITT $1.59M	19	+7	+58%	$481K
99	99 Air Industries Group AIRI $12.3M	17	-1	-6%	$895K
100	100 AgEagle Aerial Systems UAVS $45.6M	17	+1	+6%	$132K