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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 Pacer Solactive Whitney Future of Warfare ETF FOWF $14.2M	–	–	–	–
102	102 HawkEye 360 Inc HAWK $1.21B	–	–	–	–
103	HLSQ 103 Tessera Defense and Homeland Security Inc. HLSQ $2.15M	–	–	–	–
104	HONA 104 Honeywell Aerospace HONA $49.7B	–	–	–	–
105	105 BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF IDEF $4.11B	–	–	–	–
106	106 Infleqtion Inc INFQ $2.05B	–	–	–	–
107	107 Defiance Drone and Modern Warfare ETF JEDI $143M	–	–	–	–
108	108 PLUS Korea Defense Industry Index ETF KDEF $95M	–	–	–	–
109	109 Kodiak AI KDK $313M	–	–	–	–
110	110 Nauticus Robotics KITT $1.59M	–	–	–	–
111	111 Karman Holdings KRMN $3.99B	–	–	–	–
112	112 nLIGHT LASR $2.07B	–	–	–	–
113	113 DELISTED Terran Orbital Corporation LLAP	–	–	–	–
114	114 Loar Holdings LOAR $5.75B	–	–	–	–
115	LYNX 115 Lyntris LYNX $1.32B	–	–	–	–
116	116 908 Devices MASS $489M	–	–	–	–
117	MAXR 117 DELISTED Maxar Technologies Inc. Common Stock MAXR	–	–	–	–
118	118 Mobilicom Ltd MOB $43.1M	–	–	–	–
119	119 Mobix Labs MOBX $13.3M	–	–	–	–
120	120 M-tron Industries MPTI $290M	–	–	–	–
121	121 Merlin Inc MRLN $111M	–	–	–	–
122	122 Maris-Tech MTEK $4.97M	–	–	–	–
123	MYNA 123 DELISTED Mynaric AG American Depository Shares MYNA	–	–	–	–
124	124 Themes Transatlantic Defense ETF NATO $88.8M	–	–	–	–
125	125 Ondas Inc ONDS $3.58B	–	–	–	–