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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 Nauticus Robotics KITT $1.59M	9	-1	-10%	$2.46M
102	MYNA 102 DELISTED Mynaric AG American Depository Shares MYNA	9	+1	+13%	$4.84M
103	103 Airship AI Holdings AISP $72.3M	8	0	0%	$17.1M
104	104 DEFSEC Technologies DFSC $4.07M	8	+3	+60%	$1.81M
105	105 Optex Systems OPXS $69.9M	8	+4	+100%	$2.12M
106	106 Better Online Solutions BOSC $30.5M	7	0	0%	$3.12M
107	DFNS 107 T3 Defense Inc DFNS $6.63M	5	0	0%	$2.37M
108	108 Mobilicom Ltd MOB $43.1M	5	0	0%	$764K
109	109 TAT Technologies TATT $413M	5	0	0%	$3.2M
110	AJRD 110 DELISTED Aerojet Rocketdyne Holdings AJRD	2	-271	-99%	$3.25K
111	111 Maris-Tech MTEK $4.97M	2	+1	+100%	$53.1K
112	112 ParaZero Technologies PRZO $14.9M	2	+2	–	$69K
113	113 Global X Defense Tech ETF SHLD $6.34B	2	+2	–	$2.61M
114	114 TrueShares Patriot Defense ETF FLDZ $5.7M	1	0	0%	$604K
115	MAXR 115 DELISTED Maxar Technologies Inc. Common Stock MAXR	1	-2	-67%	$71
116	116 Applied Aerospace & Defense Inc AADX $1.9B	–	–	–	–
117	117 AIRO Group Holdings AIRO $171M	–	–	–	–
118	AMMO 118 VistaShares Defense Supercycle ETF AMMO $912K	–	–	–	–
119	119 Amentum Holdings AMTM $4.43B	–	–	–	–
120	120 Tema International Defense ETF ARMY $6.59M	–	–	–	–
121	121 AEVEX Corp AVEX $981M	–	–	–	–
122	122 Nuburu, Inc. BURU $9.35M	–	–	–	–
123	123 Corgi Drones & Urban Air Mobility ETF BZZ $2.24M	–	–	–	–
124	124 REX Drone ETF DRNZ $90.1M	–	–	–	–
125	125 DUKE Robotics DUKR $14M	–	–	–	–