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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 Castellum CTM $55M	–	–	–	–
102	102 DEFSEC Technologies DFSC $4.17M	–	–	–	–
103	103 Draganfly DPRO $148M	–	–	–	–
104	104 REX Drone ETF DRNZ $89.8M	–	–	–	–
105	105 Leonardo DRS DRS $9.46B	–	–	–	–
106	106 DUKE Robotics DUKR $15.6M	–	–	–	–
107	107 U.S. Defense ETF DUTY $2.91M	–	–	–	–
108	108 The Elmet Group ELMT $573M	–	–	–	–
109	109 First Breach Inc FBDT $46.9M	–	–	–	–
110	110 TrueShares Patriot Defense ETF FLDZ $5.7M	–	–	–	–
111	111 Pacer Solactive Whitney Future of Warfare ETF FOWF $14.2M	–	–	–	–
112	112 HawkEye 360 Inc HAWK $1.22B	–	–	–	–
113	HONA 113 Honeywell Aerospace HONA $51.5B	–	–	–	–
114	114 BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF IDEF $4.09B	–	–	–	–
115	115 Infleqtion Inc INFQ $2.06B	–	–	–	–
116	116 Defiance Drone and Modern Warfare ETF JEDI $142M	–	–	–	–
117	117 PLUS Korea Defense Industry Index ETF KDEF $94M	–	–	–	–
118	118 Kodiak AI KDK $323M	–	–	–	–
119	119 Nauticus Robotics KITT $1.58M	–	–	–	–
120	120 Karman Holdings KRMN $4.38B	–	–	–	–
121	121 DELISTED Terran Orbital Corporation LLAP	–	–	–	–
122	122 Loar Holdings LOAR $5.81B	–	–	–	–
123	LYNX 123 Lyntris LYNX $1.31B	–	–	–	–
124	124 908 Devices MASS $490M	–	–	–	–
125	125 Mobilicom Ltd MOB $41.6M	–	–	–	–