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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	101	-8	-7%	$44.5M
77	77 Airship AI Holdings AISP $72.3M	87	+4	+5%	$19.3M
78	78 TAT Technologies TATT $414M	86	+6	+8%	$329M
79	79 M-tron Industries MPTI $292M	85	0	0%	$86.5M
80	80 AIRO Group Holdings AIRO $170M	80	+17	+27%	$68.5M
81	81 Bel Fuse Inc Class A BELFA $2.52B	77	+13	+20%	$148M
82	82 Comtech Telecommunications CMTL $42.2M	70	+7	+11%	$71.8M
83	83 One Stop Systems OSS $161M	69	+10	+17%	$66.8M
84	84 DHI Group DHX $216M	68	+7	+11%	$44.6M
85	85 QuickLogic QUIK $170M	64	0	0%	$22.1M
86	86 Draganfly DPRO $150M	61	+16	+36%	$16.6M
87	87 Ultralife ULBI $101M	60	-3	-5%	$32.1M
88	88 Merlin Inc MRLN $115M	58	+16	+38%	$195M
89	89 Ocean Power Technologies OPTT $5.94M	54	-3	-5%	$5.44M
90	90 Taylor Devices TAYD $174M	52	+2	+4%	$64.4M
91	91 Espey Mfg & Electronics Corp ESP $161M	51	-1	-2%	$36.9M
92	92 Genasys GNSS $58.7M	49	0	0%	$49.3M
93	93 Coda Octopus Group CODA $113M	45	+9	+25%	$17M
94	94 Kodiak AI KDK $317M	44	+19	+76%	$564M
95	95 Castellum CTM $55.4M	40	-2	-5%	$11.7M
96	96 Optex Systems OPXS $69.7M	39	+1	+3%	$33M
97	97 AgEagle Aerial Systems UAVS $45.6M	37	+2	+6%	$2.67M
98	98 ZenaTech Inc ZENA $223M	36	+2	+6%	$4.98M
99	99 CPI Aerostructures CVU $65.7M	31	+1	+3%	$7.38M
100	100 TechPrecision Corp TPCS $54.8M	27	+4	+17%	$9.87M