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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	HLSQ 101 Tessera Defense and Homeland Security Inc. HLSQ $2.08M	11	-1	-8%	$12.8M
102	MYNA 102 DELISTED Mynaric AG American Depository Shares MYNA	10	-8	-44%	$12.4M
103	103 TAT Technologies TATT $416M	8	0	0%	$2.34M
104	104 Better Online Solutions BOSC $30.1M	7	0	0%	$2.46M
105	105 TrueShares Patriot Defense ETF FLDZ $5.7M	1	+1	–	$445K
106	106 Maris-Tech MTEK $4.74M	1	+1	–	$14K
107	PAE 107 DELISTED PAE Incorporated Class A Common Stock PAE	0	-128	-100%	$0
108	108 Applied Aerospace & Defense Inc AADX $1.94B	–	–	–	–
109	109 AIRO Group Holdings AIRO $170M	–	–	–	–
110	AMMO 110 VistaShares Defense Supercycle ETF AMMO $910K	–	–	–	–
111	111 Amentum Holdings AMTM $4.54B	–	–	–	–
112	112 Tema International Defense ETF ARMY $6.68M	–	–	–	–
113	113 AEVEX Corp AVEX $1.03B	–	–	–	–
114	114 Nuburu, Inc. BURU $8.53M	–	–	–	–
115	115 Corgi Drones & Urban Air Mobility ETF BZZ $2.24M	–	–	–	–
116	116 Crane Co CR $11.8B	–	–	–	–
117	117 Castellum CTM $54.9M	–	–	–	–
118	118 DEFSEC Technologies DFSC $4.19M	–	–	–	–
119	119 REX Drone ETF DRNZ $89.8M	–	–	–	–
120	120 Leonardo DRS DRS $9.5B	–	–	–	–
121	121 DUKE Robotics DUKR $16.1M	–	–	–	–
122	122 U.S. Defense ETF DUTY $2.91M	–	–	–	–
123	123 The Elmet Group ELMT $569M	–	–	–	–
124	124 First Breach Inc FBDT $46.9M	–	–	–	–
125	125 Pacer Solactive Whitney Future of Warfare ETF FOWF $14.2M	–	–	–	–