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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 Leonardo DRS DRS $9.27B	–	–	–	–
102	102 DUKE Robotics DUKR $14.9M	–	–	–	–
103	103 U.S. Defense ETF DUTY $2.91M	–	–	–	–
104	104 The Elmet Group ELMT $567M	–	–	–	–
105	105 First Breach Inc FBDT $45.5M	–	–	–	–
106	106 TrueShares Patriot Defense ETF FLDZ $5.7M	–	–	–	–
107	107 Pacer Solactive Whitney Future of Warfare ETF FOWF $14.2M	–	–	–	–
108	108 HawkEye 360 Inc HAWK $1.22B	–	–	–	–
109	HLSQ 109 Tessera Defense and Homeland Security Inc. HLSQ $2.21M	–	–	–	–
110	HONA 110 Honeywell Aerospace HONA $50B	–	–	–	–
111	111 BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF IDEF $4.04B	–	–	–	–
112	112 Infleqtion Inc INFQ $1.94B	–	–	–	–
113	113 Defiance Drone and Modern Warfare ETF JEDI $138M	–	–	–	–
114	114 PLUS Korea Defense Industry Index ETF KDEF $91.9M	–	–	–	–
115	115 Kodiak AI KDK $307M	–	–	–	–
116	116 Nauticus Robotics KITT $1.56M	–	–	–	–
117	117 Karman Holdings KRMN $3.96B	–	–	–	–
118	118 DELISTED Terran Orbital Corporation LLAP	–	–	–	–
119	119 Loar Holdings LOAR $5.75B	–	–	–	–
120	LYNX 120 Lyntris LYNX $1.32B	–	–	–	–
121	121 908 Devices MASS $482M	–	–	–	–
122	122 Mobilicom Ltd MOB $39.5M	–	–	–	–
123	123 Mobix Labs MOBX $13.5M	–	–	–	–
124	124 M-tron Industries MPTI $289M	–	–	–	–
125	125 Merlin Inc MRLN $112M	–	–	–	–