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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
126	HONA 126 Honeywell Aerospace HONA $52B	–	–	–	–
127	127 BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF IDEF $4.11B	–	–	–	–
128	128 Infleqtion Inc INFQ $2.1B	–	–	–	–
129	129 Defiance Drone and Modern Warfare ETF JEDI $145M	–	–	–	–
130	130 PLUS Korea Defense Industry Index ETF KDEF $94.8M	–	–	–	–
131	131 Kodiak AI KDK $321M	–	–	–	–
132	132 Karman Holdings KRMN $4.48B	–	–	–	–
133	133 Loar Holdings LOAR $5.9B	–	–	–	–
134	LYNX 134 Lyntris LYNX $1.31B	–	–	–	–
135	135 Mobilicom Ltd MOB $41.6M	–	–	–	–
136	136 M-tron Industries MPTI $292M	–	–	–	–
137	137 Merlin Inc MRLN $114M	–	–	–	–
138	138 Themes Transatlantic Defense ETF NATO $90.1M	–	–	–	–
139	139 Optex Systems OPXS $69.7M	–	–	–	–
140	PAE 140 DELISTED PAE Incorporated Class A Common Stock PAE	–	–	–	–
141	141 ParaZero Technologies PRZO $15.9M	–	–	–	–
142	142 Ralliant Corp RAL $7.61B	–	–	–	–
143	143 DELISTED VictoryShares Protect America ETF SHLD	–	–	–	–
144	144 Global X Defense Tech ETF SHLD $6.43B	–	–	–	–
145	145 Safe Pro Group Inc SPAI $70.9M	–	–	–	–
146	146 SpaceX SPCX $1.95T	–	–	–	–
147	147 Swarmer Inc SWMR $145M	–	–	–	–
148	148 Silynxcom SYNX $5.07M	–	–	–	–
149	149 TechPrecision Corp TPCS $54.8M	–	–	–	–
150	150 Truth Social American Security & Defense ETF TSSD $6.87M	–	–	–	–