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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
101	101 Coda Octopus Group CODA $112M	62	-3	-5%	$27.9M
102	102 Draganfly DPRO $153M	62	-8	-11%	$22.3M
103	103 Merlin Inc MRLN $111M	62	+33	+114%	$88.9M
104	104 Syntec Optics OPTX $278M	60	+20	+50%	$36.6M
105	105 AgEagle Aerial Systems UAVS $45.2M	55	+10	+22%	$5.64M
106	106 Ultralife ULBI $101M	52	+2	+4%	$33.8M
107	107 Defiance Drone and Modern Warfare ETF JEDI $143M	51	+25	+96%	$36.3M
108	108 REX Drone ETF DRNZ $90.1M	44	+18	+69%	$27.6M
109	109 Genasys GNSS $56.9M	43	-10	-19%	$30.8M
110	110 Optex Systems OPXS $69.9M	38	+2	+6%	$39.1M
111	111 WisdomTree Europe Defense Fund WDEF $88.1M	38	+7	+23%	$34.7M
112	112 CPI Aerostructures CVU $66.2M	37	-4	-10%	$14.1M
113	113 Castellum CTM $54.8M	35	+8	+30%	$5.69M
114	DFNS 114 T3 Defense Inc DFNS $6.63M	28	0	0%	$1.18M
115	115 Mobilicom Ltd MOB $43.1M	28	+4	+17%	$12M
116	116 Themes Transatlantic Defense ETF NATO $88.8M	28	0	0%	$27.9M
117	117 TechPrecision Corp TPCS $54.7M	27	0	0%	$9.53M
118	118 Mobix Labs MOBX $13.3M	26	0	0%	$3.01M
119	VWAV 119 VisionWave Holdings VWAV $9.52M	26	-1	-4%	$5.4M
120	120 Safe Pro Group Inc SPAI $74.3M	25	-5	-17%	$9.05M
121	121 PLUS Korea Defense Industry Index ETF KDEF $95M	22	+1	+5%	$20.3M
122	122 Moog Inc Class B MOG.B	22	-1	-4%	$69M
123	123 Better Online Solutions BOSC $30.5M	21	+1	+5%	$6.33M
124	124 Air Industries Group AIRI $12.1M	18	0	0%	$859K
125	125 Energy Focus EFOI $17.2M	16	+2	+14%	$661K