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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 Better Online Solutions BOSC $30.5M	7	0	0%	$2.29M
102	102 Mobilicom Ltd MOB $40.7M	7	+2	+40%	$1.26M
103	103 DEFSEC Technologies DFSC $4.12M	6	-2	-25%	$968K
104	104 Syntec Optics OPTX $281M	6	-8	-57%	$806K
105	105 ParaZero Technologies PRZO $15.4M	6	+4	+200%	$64.7K
106	106 Airship AI Holdings AISP $72.3M	5	-3	-38%	$575K
107	DFNS 107 T3 Defense Inc DFNS $6.25M	5	0	0%	$242K
108	108 Mobix Labs MOBX $14.6M	5	-6	-55%	$719K
109	109 Maris-Tech MTEK $4.65M	4	+2	+100%	$46.4K
110	110 Global X Defense Tech ETF SHLD $6.42B	3	+1	+50%	$1.32M
111	AJRD 111 DELISTED Aerojet Rocketdyne Holdings AJRD	1	-1	-50%	$58
112	112 DELISTED CIRCOR International, Inc CIR	1	-170	-99%	$56
113	EMAN 113 DELISTED eMagin Corporation EMAN	1	-62	-98%	$104K
114	114 TrueShares Patriot Defense ETF FLDZ $5.7M	1	0	0%	$669K
115	MAXR 115 DELISTED Maxar Technologies Inc. Common Stock MAXR	1	0	0%	$71
116	116 Applied Aerospace & Defense Inc AADX $1.95B	–	–	–	–
117	117 AIRO Group Holdings AIRO $170M	–	–	–	–
118	AMMO 118 VistaShares Defense Supercycle ETF AMMO $920K	–	–	–	–
119	119 Amentum Holdings AMTM $4.55B	–	–	–	–
120	120 Tema International Defense ETF ARMY $6.68M	–	–	–	–
121	121 AEVEX Corp AVEX $1.04B	–	–	–	–
122	122 Nuburu, Inc. BURU $8.66M	–	–	–	–
123	123 Corgi Drones & Urban Air Mobility ETF BZZ $2.24M	–	–	–	–
124	124 REX Drone ETF DRNZ $90.3M	–	–	–	–
125	125 DUKE Robotics DUKR $14.4M	–	–	–	–