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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 Lightpath Technologies LPTH $574M	86	+44	+105%	$145M
77	77 M-tron Industries MPTI $293M	85	+15	+21%	$78.7M
78	78 Airship AI Holdings AISP $72.7M	83	+10	+14%	$33.7M
79	79 TAT Technologies TATT $419M	80	+12	+18%	$317M
80	80 Bel Fuse Inc Class A BELFA $2.55B	64	+5	+8%	$107M
81	81 QuickLogic QUIK $171M	64	-3	-4%	$21.1M
82	82 AIRO Group Holdings AIRO $173M	63	+34	+117%	$150M
83	83 Comtech Telecommunications CMTL $43.4M	63	+1	+2%	$33.5M
84	84 Ultralife ULBI $102M	63	0	0%	$38.9M
85	85 DHI Group DHX $217M	61	-3	-5%	$81M
86	86 One Stop Systems OSS $163M	59	+20	+51%	$52.1M
87	87 Ocean Power Technologies OPTT $6.19M	57	+13	+30%	$9.39M
88	88 Espey Mfg & Electronics Corp ESP $162M	52	+3	+6%	$28.8M
89	89 Taylor Devices TAYD $175M	50	0	0%	$51.2M
90	90 Genasys GNSS $58.7M	49	-2	-4%	$68.4M
91	91 Draganfly DPRO $153M	45	+25	+125%	$17.1M
92	92 Castellum CTM $55.5M	42	+9	+27%	$9.27M
93	93 Merlin Inc MRLN $113M	42	-1	-2%	$244M
94	94 Optex Systems OPXS $69.3M	38	+8	+27%	$25.5M
95	95 Coda Octopus Group CODA $112M	36	-1	-3%	$11.8M
96	96 AgEagle Aerial Systems UAVS $45.8M	35	+9	+35%	$4.93M
97	97 ZenaTech Inc ZENA $225M	34	+17	+100%	$5.92M
98	98 CPI Aerostructures CVU $65.9M	30	-3	-9%	$5.05M
99	99 Kodiak AI KDK $319M	25	-35	-58%	$183M
100	100 Mobilicom Ltd MOB $41.8M	25	+11	+79%	$12.2M