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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 $14.6M	23	-1	-4%	$8.04M
102	102 TechPrecision Corp TPCS $54.8M	23	+2	+10%	$8.27M
103	103 Safe Pro Group Inc SPAI $68.4M	22	+17	+340%	$12.5M
104	104 Air Industries Group AIRI $12.3M	20	+5	+33%	$766K
105	105 Better Online Solutions BOSC $30.5M	18	+4	+29%	$7.07M
106	DFNS 106 T3 Defense Inc DFNS $6.25M	18	+4	+29%	$4.96M
107	HLSQ 107 Tessera Defense and Homeland Security Inc. HLSQ $2.26M	18	0	0%	$4.41M
108	108 Moog Inc Class B MOG.B $11.3B	17	+3	+21%	$38M
109	109 Energy Focus EFOI $17.9M	15	+1	+7%	$323K
110	110 Syntec Optics OPTX $281M	14	0	0%	$505K
111	111 Nauticus Robotics KITT $1.59M	13	-9	-41%	$780K
112	112 Themes Transatlantic Defense ETF NATO $89.8M	13	+1	+8%	$4.09M
113	113 PLUS Korea Defense Industry Index ETF KDEF $94.5M	11	+3	+38%	$2.61M
114	VWAV 114 VisionWave Holdings VWAV $9.38M	11	+11	–	$3.89M
115	115 WisdomTree Europe Defense Fund WDEF $90.8M	8	+8	–	$7.86M
116	116 BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF IDEF $4.11B	7	+2	+40%	$16.6M
117	117 DEFSEC Technologies DFSC $4.12M	6	+4	+200%	$178K
118	118 ParaZero Technologies PRZO $15.4M	6	-1	-14%	$361K
119	119 Silynxcom SYNX $5.07M	4	-1	-20%	$1.61M
120	120 DELISTED Triumph Group TGI	4	-234	-98%	$15M
121	121 Maris-Tech MTEK $4.67M	3	-5	-63%	$1.33M
122	122 WisdomTree Asia Defense Fund WDAF $17.9M	3	+3	–	$9.11M
123	123 Pacer Solactive Whitney Future of Warfare ETF FOWF $14.2M	2	0	0%	$817K
124	124 WisdomTree Global Defense Fund WDGF $5.1M	2	+2	–	$1.39M
125	AJRD 125 DELISTED Aerojet Rocketdyne Holdings AJRD	1	0	0%	$58