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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 U.S. Defense ETF DUTY $2.91M	–	–	–	–
127	127 The Elmet Group ELMT $569M	–	–	–	–
128	128 First Breach Inc FBDT $46.9M	–	–	–	–
129	129 Pacer Solactive Whitney Future of Warfare ETF FOWF $14.2M	–	–	–	–
130	130 HawkEye 360 Inc HAWK $1.22B	–	–	–	–
131	HONA 131 Honeywell Aerospace HONA $51.7B	–	–	–	–
132	132 BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF IDEF $4.09B	–	–	–	–
133	133 Infleqtion Inc INFQ $2.06B	–	–	–	–
134	134 Defiance Drone and Modern Warfare ETF JEDI $142M	–	–	–	–
135	135 PLUS Korea Defense Industry Index ETF KDEF $94.3M	–	–	–	–
136	136 Karman Holdings KRMN $4.43B	–	–	–	–
137	137 Loar Holdings LOAR $5.81B	–	–	–	–
138	LYNX 138 Lyntris LYNX $1.32B	–	–	–	–
139	MANT 139 DELISTED Mantech International Corp MANT	–	–	–	–
140	140 Merlin Inc MRLN $113M	–	–	–	–
141	141 Themes Transatlantic Defense ETF NATO $89.9M	–	–	–	–
142	PAE 142 DELISTED PAE Incorporated Class A Common Stock PAE	–	–	–	–
143	RADA 143 DELISTED Rada Electronic Industries Ltd RADA	–	–	–	–
144	144 Ralliant Corp RAL $7.52B	–	–	–	–
145	145 DELISTED VictoryShares Protect America ETF SHLD	–	–	–	–
146	146 Safe Pro Group Inc SPAI $68.6M	–	–	–	–
147	147 SpaceX SPCX $1.93T	–	–	–	–
148	148 Swarmer Inc SWMR $139M	–	–	–	–
149	149 Silynxcom SYNX $5.11M	–	–	–	–
150	150 Truth Social American Security & Defense ETF TSSD $6.83M	–	–	–	–