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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 Optex Systems OPXS $69.7M	36	-3	-8%	$35.1M
102	102 Swarmer Inc SWMR $143M	33	+33	–	$10.8M
103	103 WisdomTree Europe Defense Fund WDEF $90.7M	31	+14	+82%	$22.8M
104	104 Safe Pro Group Inc SPAI $71.7M	30	+6	+25%	$10.4M
105	105 Merlin Inc MRLN $112M	29	-29	-50%	$27.3M
106	DFNS 106 T3 Defense Inc DFNS $6.29M	28	+11	+65%	$1.91M
107	107 Themes Transatlantic Defense ETF NATO $90.3M	28	+8	+40%	$27.8M
108	108 Castellum CTM $55.9M	27	-13	-33%	$4.56M
109	109 TechPrecision Corp TPCS $54.7M	27	0	0%	$5.57M
110	VWAV 110 VisionWave Holdings VWAV $9.5M	27	0	0%	$2.64M
111	111 REX Drone ETF DRNZ $91.1M	26	+17	+189%	$15.9M
112	112 Defiance Drone and Modern Warfare ETF JEDI $146M	26	+19	+271%	$16.7M
113	113 Mobix Labs MOBX $14.7M	26	+2	+8%	$3.65M
114	114 Mobilicom Ltd MOB $42.1M	24	+2	+9%	$11.3M
115	115 Moog Inc Class B MOG.B $11.3B	23	+1	+5%	$56.1M
116	116 PLUS Korea Defense Industry Index ETF KDEF $95.3M	21	+9	+75%	$22M
117	117 Better Online Solutions BOSC $30.2M	20	-3	-13%	$4.2M
118	118 Nauticus Robotics KITT $1.62M	19	0	0%	$707K
119	119 Air Industries Group AIRI $12.3M	18	+1	+6%	$944K
120	120 Energy Focus EFOI $18.1M	14	-3	-18%	$222K
121	121 ParaZero Technologies PRZO $15.8M	14	+4	+40%	$1.04M
122	HLSQ 122 Tessera Defense and Homeland Security Inc. HLSQ $2.15M	11	+2	+22%	$1.19M
123	123 Pacer Solactive Whitney Future of Warfare ETF FOWF $14.2M	9	+1	+13%	$8.17M
124	124 Maris-Tech MTEK $4.65M	8	+3	+60%	$67.5K
125	125 Tema International Defense ETF ARMY $6.69M	7	+5	+250%	$1.77M