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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 TAT Technologies TATT $413M	9	-2	-18%	$2.4M
102	102 Better Online Solutions BOSC $30.5M	8	-1	-11%	$3.21M
103	103 DELISTED VictoryShares Protect America ETF SHLD	3	+1	+50%	$1.14M
104	104 Applied Aerospace & Defense Inc AADX $1.9B	–	–	–	–
105	105 AIRO Group Holdings AIRO $171M	–	–	–	–
106	AMMO 106 VistaShares Defense Supercycle ETF AMMO $912K	–	–	–	–
107	107 Amentum Holdings AMTM $4.43B	–	–	–	–
108	108 Tema International Defense ETF ARMY $6.59M	–	–	–	–
109	109 AEVEX Corp AVEX $981M	–	–	–	–
110	110 BigBear.ai BBAI $1.05B	–	–	–	–
111	111 Nuburu, Inc. BURU $9.35M	–	–	–	–
112	112 Corgi Drones & Urban Air Mobility ETF BZZ $2.24M	–	–	–	–
113	113 Crane Co CR $11.8B	–	–	–	–
114	114 Castellum CTM $54.8M	–	–	–	–
115	115 DEFSEC Technologies DFSC $4.07M	–	–	–	–
116	116 REX Drone ETF DRNZ $90.1M	–	–	–	–
117	117 Leonardo DRS DRS $9.33B	–	–	–	–
118	118 DUKE Robotics DUKR $14M	–	–	–	–
119	119 U.S. Defense ETF DUTY $2.91M	–	–	–	–
120	120 The Elmet Group ELMT $588M	–	–	–	–
121	121 First Breach Inc FBDT $46.4M	–	–	–	–
122	122 TrueShares Patriot Defense ETF FLDZ $5.7M	–	–	–	–
123	123 Pacer Solactive Whitney Future of Warfare ETF FOWF $14.2M	–	–	–	–
124	124 HawkEye 360 Inc HAWK $1.21B	–	–	–	–
125	HONA 125 Honeywell Aerospace HONA $49.7B	–	–	–	–