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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	126 HawkEye 360 Inc HAWK $1.21B	–	–	–	–
127	HONA 127 Honeywell Aerospace HONA $49.7B	–	–	–	–
128	128 BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF IDEF $4.11B	–	–	–	–
129	129 Infleqtion Inc INFQ $2.05B	–	–	–	–
130	130 Defiance Drone and Modern Warfare ETF JEDI $143M	–	–	–	–
131	131 PLUS Korea Defense Industry Index ETF KDEF $95M	–	–	–	–
132	132 Kodiak AI KDK $313M	–	–	–	–
133	133 Karman Holdings KRMN $3.99B	–	–	–	–
134	134 Loar Holdings LOAR $5.75B	–	–	–	–
135	LYNX 135 Lyntris LYNX $1.32B	–	–	–	–
136	136 M-tron Industries MPTI $290M	–	–	–	–
137	137 Merlin Inc MRLN $111M	–	–	–	–
138	138 Themes Transatlantic Defense ETF NATO $88.8M	–	–	–	–
139	139 Optex Systems OPXS $69.9M	–	–	–	–
140	PAE 140 DELISTED PAE Incorporated Class A Common Stock PAE	–	–	–	–
141	141 ParaZero Technologies PRZO $14.9M	–	–	–	–
142	142 Ralliant Corp RAL $7.73B	–	–	–	–
143	143 Global X Defense Tech ETF SHLD $6.34B	–	–	–	–
144	144 DELISTED VictoryShares Protect America ETF SHLD	–	–	–	–
145	145 Safe Pro Group Inc SPAI $74.3M	–	–	–	–
146	146 SpaceX SPCX $2.01T	–	–	–	–
147	147 Swarmer Inc SWMR $141M	–	–	–	–
148	148 Silynxcom SYNX $5.18M	–	–	–	–
149	149 TechPrecision Corp TPCS $54.7M	–	–	–	–
150	150 Truth Social American Security & Defense ETF TSSD $6.91M	–	–	–	–