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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 REX Drone ETF DRNZ $90.1M	–	–	–	–
102	102 Leonardo DRS DRS $9.33B	–	–	–	–
103	103 DUKE Robotics DUKR $14M	–	–	–	–
104	104 U.S. Defense ETF DUTY $2.91M	–	–	–	–
105	105 The Elmet Group ELMT $588M	–	–	–	–
106	106 First Breach Inc FBDT $46.4M	–	–	–	–
107	107 TrueShares Patriot Defense ETF FLDZ $5.7M	–	–	–	–
108	108 Pacer Solactive Whitney Future of Warfare ETF FOWF $14.2M	–	–	–	–
109	109 HawkEye 360 Inc HAWK $1.21B	–	–	–	–
110	HLSQ 110 Tessera Defense and Homeland Security Inc. HLSQ $2.15M	–	–	–	–
111	HONA 111 Honeywell Aerospace HONA $49.7B	–	–	–	–
112	112 BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF IDEF $4.11B	–	–	–	–
113	113 Infleqtion Inc INFQ $2.05B	–	–	–	–
114	114 Defiance Drone and Modern Warfare ETF JEDI $143M	–	–	–	–
115	115 PLUS Korea Defense Industry Index ETF KDEF $95M	–	–	–	–
116	116 Kodiak AI KDK $313M	–	–	–	–
117	117 Nauticus Robotics KITT $1.59M	–	–	–	–
118	118 Karman Holdings KRMN $3.99B	–	–	–	–
119	119 DELISTED Terran Orbital Corporation LLAP	–	–	–	–
120	120 Loar Holdings LOAR $5.75B	–	–	–	–
121	LYNX 121 Lyntris LYNX $1.32B	–	–	–	–
122	122 908 Devices MASS $489M	–	–	–	–
123	123 Mobilicom Ltd MOB $43.1M	–	–	–	–
124	124 Mobix Labs MOBX $13.3M	–	–	–	–
125	125 M-tron Industries MPTI $290M	–	–	–	–