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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	VWAV 101 VisionWave Holdings VWAV $9.35M	27	+16	+145%	$3.62M
102	102 Mobix Labs MOBX $14.6M	24	+1	+4%	$2.68M
103	103 Safe Pro Group Inc SPAI $68.6M	24	+2	+9%	$12.2M
104	104 Better Online Solutions BOSC $30.5M	23	+5	+28%	$7.39M
105	105 Mobilicom Ltd MOB $40.7M	22	-3	-12%	$11.2M
106	106 Moog Inc Class B MOG.B $11.3B	22	+5	+29%	$48M
107	107 Themes Transatlantic Defense ETF NATO $89.8M	20	+7	+54%	$7.89M
108	108 Nauticus Robotics KITT $1.59M	19	+6	+46%	$702K
109	109 Syntec Optics OPTX $281M	18	+4	+29%	$1.64M
110	110 Air Industries Group AIRI $12.3M	17	-3	-15%	$789K
111	DFNS 111 T3 Defense Inc DFNS $6.25M	17	-1	-6%	$5.52M
112	112 Energy Focus EFOI $17.9M	17	+2	+13%	$306K
113	113 WisdomTree Europe Defense Fund WDEF $90.8M	17	+9	+113%	$8.14M
114	114 BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF IDEF $4.11B	13	+6	+86%	$18.3M
115	115 PLUS Korea Defense Industry Index ETF KDEF $94.5M	12	+1	+9%	$5.38M
116	116 ParaZero Technologies PRZO $15.4M	10	+4	+67%	$185K
117	117 REX Drone ETF DRNZ $90.3M	9	+9	–	$1.87M
118	HLSQ 118 Tessera Defense and Homeland Security Inc. HLSQ $2.26M	9	-9	-50%	$565K
119	119 Pacer Solactive Whitney Future of Warfare ETF FOWF $14.2M	8	+6	+300%	$4.02M
120	120 Defiance Drone and Modern Warfare ETF JEDI $144M	7	+6	+600%	$4.61M
121	121 Maris-Tech MTEK $4.65M	5	+2	+67%	$92.8K
122	122 DEFSEC Technologies DFSC $4.12M	4	-2	-33%	$269K
123	123 Silynxcom SYNX $5.07M	4	0	0%	$78.5K
124	124 WisdomTree Asia Defense Fund WDAF $17.9M	4	+1	+33%	$7.34M
125	125 Tema International Defense ETF ARMY $6.68M	2	+2	–	$235K