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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 AgEagle Aerial Systems UAVS $45.6M	16	-9	-36%	$423K
102	102 Nauticus Robotics KITT $1.59M	12	+4	+50%	$296K
103	103 Syntec Optics OPTX $281M	12	+3	+33%	$594K
104	104 Energy Focus EFOI $17.9M	10	0	0%	$60.6K
105	105 ZenaTech Inc ZENA $223M	10	+10	–	$1.46M
106	106 Mobilicom Ltd MOB $40.7M	9	+4	+80%	$2.83M
107	107 Better Online Solutions BOSC $30.5M	8	0	0%	$3.15M
108	DFNS 108 T3 Defense Inc DFNS $6.25M	7	-1	-13%	$1.36M
109	109 DEFSEC Technologies DFSC $4.12M	7	+1	+17%	$93.1K
110	MYNA 110 DELISTED Mynaric AG American Depository Shares MYNA	7	+1	+17%	$113K
111	111 ParaZero Technologies PRZO $15.4M	7	0	0%	$209K
112	112 Maris-Tech MTEK $4.65M	6	+1	+20%	$3.84M
113	113 Safe Pro Group Inc SPAI $68.6M	6	+4	+200%	$615K
114	114 TrueShares Patriot Defense ETF FLDZ $5.7M	2	0	0%	$740K
115	115 Themes Transatlantic Defense ETF NATO $89.8M	2	+2	–	$342K
116	116 Silynxcom SYNX $5.07M	2	+1	+100%	$2.44M
117	AJRD 117 DELISTED Aerojet Rocketdyne Holdings AJRD	1	0	0%	$58
118	118 DELISTED CIRCOR International, Inc CIR	1	0	0%	$56
119	MAXR 119 DELISTED Maxar Technologies Inc. Common Stock MAXR	1	0	0%	$71
120	120 DELISTED ENGlobal Corp ENG	0	-11	-100%	$0
121	121 DELISTED Terran Orbital Corporation LLAP	0	-97	-100%	$0
122	122 Applied Aerospace & Defense Inc AADX $1.95B	–	–	–	–
123	123 AIRO Group Holdings AIRO $170M	–	–	–	–
124	AMMO 124 VistaShares Defense Supercycle ETF AMMO $920K	–	–	–	–
125	125 Tema International Defense ETF ARMY $6.68M	–	–	–	–