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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 The Elmet Group ELMT $568M	–	–	–	–
102	102 First Breach Inc FBDT $47.9M	–	–	–	–
103	103 TrueShares Patriot Defense ETF FLDZ $5.7M	–	–	–	–
104	104 Pacer Solactive Whitney Future of Warfare ETF FOWF $14.2M	–	–	–	–
105	105 HawkEye 360 Inc HAWK $1.23B	–	–	–	–
106	HLSQ 106 Tessera Defense and Homeland Security Inc. HLSQ $2.06M	–	–	–	–
107	HONA 107 Honeywell Aerospace HONA $51B	–	–	–	–
108	108 BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF IDEF $4.09B	–	–	–	–
109	109 Infleqtion Inc INFQ $2.09B	–	–	–	–
110	110 Defiance Drone and Modern Warfare ETF JEDI $142M	–	–	–	–
111	111 PLUS Korea Defense Industry Index ETF KDEF $94.5M	–	–	–	–
112	112 Kodiak AI KDK $321M	–	–	–	–
113	113 Nauticus Robotics KITT $1.57M	–	–	–	–
114	114 Karman Holdings KRMN $4.32B	–	–	–	–
115	115 nLIGHT LASR $1.96B	–	–	–	–
116	116 DELISTED Terran Orbital Corporation LLAP	–	–	–	–
117	117 Loar Holdings LOAR $5.79B	–	–	–	–
118	LYNX 118 Lyntris LYNX $1.32B	–	–	–	–
119	119 908 Devices MASS $492M	–	–	–	–
120	MAXR 120 DELISTED Maxar Technologies Inc. Common Stock MAXR	–	–	–	–
121	121 Mobilicom Ltd MOB $41.6M	–	–	–	–
122	122 Mobix Labs MOBX $13.8M	–	–	–	–
123	123 M-tron Industries MPTI $291M	–	–	–	–
124	124 Merlin Inc MRLN $114M	–	–	–	–
125	125 Maris-Tech MTEK $4.86M	–	–	–	–