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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 Cognyte Software CGNT $619M	126	+1	+0.8%	$408M
77	77 Palladyne AI PDYN $206M	118	+17	+17%	$66.2M
78	78 908 Devices MASS $489M	112	-6	-5%	$171M
79	79 M-tron Industries MPTI $290M	97	+12	+14%	$139M
80	80 AIRO Group Holdings AIRO $171M	94	+14	+18%	$77.4M
81	81 Bel Fuse Inc Class A BELFA $2.6B	94	+17	+22%	$210M
82	82 Infleqtion Inc INFQ $2.05B	94	+94	–	$603M
83	83 Airship AI Holdings AISP $72.3M	85	-2	-2%	$15.9M
84	84 Comtech Telecommunications CMTL $38.4M	84	+14	+20%	$51.3M
85	85 QuickLogic QUIK $174M	83	+19	+30%	$49.8M
86	86 One Stop Systems OSS $161M	77	+8	+12%	$63.1M
87	87 TAT Technologies TATT $413M	77	-9	-10%	$273M
88	88 Taylor Devices TAYD $176M	72	+20	+38%	$79M
89	89 Draganfly DPRO $153M	70	+9	+15%	$27.3M
90	90 Ocean Power Technologies OPTT $5.92M	66	+12	+22%	$8.87M
91	91 Coda Octopus Group CODA $112M	65	+20	+44%	$30.6M
92	92 DHI Group DHX $213M	65	-3	-4%	$82.5M
93	93 Espey Mfg & Electronics Corp ESP $162M	64	+13	+25%	$51.9M
94	94 Kodiak AI KDK $313M	55	+11	+25%	$389M
95	95 Genasys GNSS $56.9M	53	+4	+8%	$45.8M
96	96 Ultralife ULBI $101M	50	-10	-17%	$34.7M
97	97 AgEagle Aerial Systems UAVS $45.2M	45	+8	+22%	$4.38M
98	98 CPI Aerostructures CVU $66.2M	41	+10	+32%	$9.5M
99	99 Syntec Optics OPTX $278M	40	+22	+122%	$9.86M
100	100 ZenaTech Inc ZENA $219M	37	+1	+3%	$7.31M