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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 Mobix Labs MOBX $14.7M	9	-3	-25%	$7.72M
102	102 Mobilicom Ltd MOB $42.1M	8	+2	+33%	$948K
103	103 Better Online Solutions BOSC $30.2M	7	0	0%	$2.13M
104	DFNS 104 T3 Defense Inc DFNS $6.29M	7	+1	+17%	$2.3M
105	MYNA 105 DELISTED Mynaric AG American Depository Shares MYNA	7	0	0%	$6.47M
106	106 TAT Technologies TATT $419M	7	0	0%	$2.33M
107	107 DEFSEC Technologies DFSC $3.97M	6	0	0%	$1.65M
108	108 Airship AI Holdings AISP $73M	4	-45	-92%	$21.3M
109	109 Optex Systems OPXS $69.7M	3	+3	–	$1.37M
110	110 TrueShares Patriot Defense ETF FLDZ $5.83M	1	0	0%	$482K
111	111 Maris-Tech MTEK $4.65M	1	-1	-50%	$6.72K
112	RADA 112 DELISTED Rada Electronic Industries Ltd RADA	0	-2	-100%	$0
113	113 Applied Aerospace & Defense Inc AADX $1.96B	–	–	–	–
114	114 AIRO Group Holdings AIRO $173M	–	–	–	–
115	AMMO 115 VistaShares Defense Supercycle ETF AMMO $920K	–	–	–	–
116	116 Amentum Holdings AMTM $4.67B	–	–	–	–
117	117 Tema International Defense ETF ARMY $6.69M	–	–	–	–
118	118 AEVEX Corp AVEX $1.05B	–	–	–	–
119	119 Nuburu, Inc. BURU $9.07M	–	–	–	–
120	120 Corgi Drones & Urban Air Mobility ETF BZZ $2.29M	–	–	–	–
121	121 REX Drone ETF DRNZ $91.1M	–	–	–	–
122	122 DUKE Robotics DUKR $14.4M	–	–	–	–
123	123 U.S. Defense ETF DUTY $2.93M	–	–	–	–
124	124 The Elmet Group ELMT $594M	–	–	–	–
125	125 First Breach Inc FBDT $47.4M	–	–	–	–