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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 First Breach Inc FBDT $47.4M	–	–	–	–
102	102 TrueShares Patriot Defense ETF FLDZ $5.83M	–	–	–	–
103	103 Pacer Solactive Whitney Future of Warfare ETF FOWF $14.2M	–	–	–	–
104	104 HawkEye 360 Inc HAWK $1.26B	–	–	–	–
105	HLSQ 105 Tessera Defense and Homeland Security Inc. HLSQ $2.15M	–	–	–	–
106	HONA 106 Honeywell Aerospace HONA $51.7B	–	–	–	–
107	107 BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF IDEF $4.12B	–	–	–	–
108	108 Infleqtion Inc INFQ $2.14B	–	–	–	–
109	109 Defiance Drone and Modern Warfare ETF JEDI $146M	–	–	–	–
110	110 PLUS Korea Defense Industry Index ETF KDEF $95.3M	–	–	–	–
111	111 Kodiak AI KDK $319M	–	–	–	–
112	112 Nauticus Robotics KITT $1.62M	–	–	–	–
113	113 Karman Holdings KRMN $4.49B	–	–	–	–
114	114 nLIGHT LASR $2.04B	–	–	–	–
115	115 DELISTED Terran Orbital Corporation LLAP	–	–	–	–
116	116 Loar Holdings LOAR $5.88B	–	–	–	–
117	LYNX 117 Lyntris LYNX $1.32B	–	–	–	–
118	118 908 Devices MASS $491M	–	–	–	–
119	MAXR 119 DELISTED Maxar Technologies Inc. Common Stock MAXR	–	–	–	–
120	120 Mobilicom Ltd MOB $42.1M	–	–	–	–
121	121 Mobix Labs MOBX $14.7M	–	–	–	–
122	122 M-tron Industries MPTI $293M	–	–	–	–
123	123 Merlin Inc MRLN $112M	–	–	–	–
124	124 Maris-Tech MTEK $4.65M	–	–	–	–
125	MYNA 125 DELISTED Mynaric AG American Depository Shares MYNA	–	–	–	–