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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 TrueShares Patriot Defense ETF FLDZ $5.7M	–	–	–	–
102	102 Pacer Solactive Whitney Future of Warfare ETF FOWF $14.2M	–	–	–	–
103	103 HawkEye 360 Inc HAWK $1.21B	–	–	–	–
104	HLSQ 104 Tessera Defense and Homeland Security Inc. HLSQ $2.15M	–	–	–	–
105	HONA 105 Honeywell Aerospace HONA $49.7B	–	–	–	–
106	106 BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF IDEF $4.11B	–	–	–	–
107	107 Infleqtion Inc INFQ $2.05B	–	–	–	–
108	108 Defiance Drone and Modern Warfare ETF JEDI $143M	–	–	–	–
109	109 PLUS Korea Defense Industry Index ETF KDEF $95M	–	–	–	–
110	110 Kodiak AI KDK $313M	–	–	–	–
111	111 Nauticus Robotics KITT $1.59M	–	–	–	–
112	112 Karman Holdings KRMN $3.99B	–	–	–	–
113	113 nLIGHT LASR $2.07B	–	–	–	–
114	114 DELISTED Terran Orbital Corporation LLAP	–	–	–	–
115	115 Loar Holdings LOAR $5.75B	–	–	–	–
116	LYNX 116 Lyntris LYNX $1.32B	–	–	–	–
117	117 908 Devices MASS $489M	–	–	–	–
118	MAXR 118 DELISTED Maxar Technologies Inc. Common Stock MAXR	–	–	–	–
119	119 Mobilicom Ltd MOB $43.1M	–	–	–	–
120	120 Mobix Labs MOBX $13.3M	–	–	–	–
121	121 M-tron Industries MPTI $290M	–	–	–	–
122	122 Merlin Inc MRLN $111M	–	–	–	–
123	123 Maris-Tech MTEK $4.97M	–	–	–	–
124	MYNA 124 DELISTED Mynaric AG American Depository Shares MYNA	–	–	–	–
125	125 Themes Transatlantic Defense ETF NATO $88.8M	–	–	–	–