← All themes

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 $2.21M	9	-3	-25%	$2.77M
102	102 Mobix Labs MOBX $13.5M	9	0	0%	$7.73M
103	103 Airship AI Holdings AISP $68.5M	8	+4	+100%	$23.1M
104	MYNA 104 DELISTED Mynaric AG American Depository Shares MYNA	8	+1	+14%	$6.54M
105	105 Better Online Solutions BOSC $31.8M	7	0	0%	$2.92M
106	DFNS 106 T3 Defense Inc DFNS $6.15M	5	-2	-29%	$2.42M
107	107 DEFSEC Technologies DFSC $4.22M	5	-1	-17%	$1.95M
108	108 Mobilicom Ltd MOB $39.5M	5	-3	-38%	$969K
109	109 TAT Technologies TATT $412M	5	-2	-29%	$2.9M
110	110 Optex Systems OPXS $69.1M	4	+1	+33%	$1.52M
111	MAXR 111 DELISTED Maxar Technologies Inc. Common Stock MAXR	3	-257	-99%	$4.28M
112	112 TrueShares Patriot Defense ETF FLDZ $5.7M	1	0	0%	$642K
113	113 Maris-Tech MTEK $4.76M	1	0	0%	$19.3K
114	114 Applied Aerospace & Defense Inc AADX $1.9B	–	–	–	–
115	115 AIRO Group Holdings AIRO $162M	–	–	–	–
116	AMMO 116 VistaShares Defense Supercycle ETF AMMO $900K	–	–	–	–
117	117 Amentum Holdings AMTM $4.52B	–	–	–	–
118	118 Tema International Defense ETF ARMY $6.59M	–	–	–	–
119	119 AEVEX Corp AVEX $970M	–	–	–	–
120	120 Nuburu, Inc. BURU $9.73M	–	–	–	–
121	121 Corgi Drones & Urban Air Mobility ETF BZZ $2.24M	–	–	–	–
122	122 REX Drone ETF DRNZ $87.3M	–	–	–	–
123	123 DUKE Robotics DUKR $14.9M	–	–	–	–
124	124 U.S. Defense ETF DUTY $2.91M	–	–	–	–
125	125 The Elmet Group ELMT $567M	–	–	–	–