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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 Moog Inc Class B MOG.B $11.7B	13	+1	+8%	$15.7M
102	HLSQ 102 Tessera Defense and Homeland Security Inc. HLSQ $2.15M	12	-4	-25%	$10.5M
103	103 TAT Technologies TATT $413M	8	-1	-11%	$2.71M
104	104 Better Online Solutions BOSC $30.5M	7	-1	-13%	$2.53M
105	105 DELISTED VictoryShares Protect America ETF SHLD	0	-3	-100%	$0
106	106 Applied Aerospace & Defense Inc AADX $1.9B	–	–	–	–
107	107 AIRO Group Holdings AIRO $171M	–	–	–	–
108	AMMO 108 VistaShares Defense Supercycle ETF AMMO $912K	–	–	–	–
109	109 Amentum Holdings AMTM $4.43B	–	–	–	–
110	110 Tema International Defense ETF ARMY $6.59M	–	–	–	–
111	111 AEVEX Corp AVEX $981M	–	–	–	–
112	112 Nuburu, Inc. BURU $9.35M	–	–	–	–
113	113 Corgi Drones & Urban Air Mobility ETF BZZ $2.24M	–	–	–	–
114	114 Crane Co CR $11.8B	–	–	–	–
115	115 Castellum CTM $54.8M	–	–	–	–
116	116 DEFSEC Technologies DFSC $4.07M	–	–	–	–
117	117 REX Drone ETF DRNZ $90.1M	–	–	–	–
118	118 Leonardo DRS DRS $9.33B	–	–	–	–
119	119 DUKE Robotics DUKR $14M	–	–	–	–
120	120 U.S. Defense ETF DUTY $2.91M	–	–	–	–
121	121 The Elmet Group ELMT $588M	–	–	–	–
122	122 First Breach Inc FBDT $46.4M	–	–	–	–
123	123 TrueShares Patriot Defense ETF FLDZ $5.7M	–	–	–	–
124	124 Pacer Solactive Whitney Future of Warfare ETF FOWF $14.2M	–	–	–	–
125	125 HawkEye 360 Inc HAWK $1.21B	–	–	–	–