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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 Tema International Defense ETF ARMY $6.71M	–	–	–	–
127	127 AEVEX Corp AVEX $1.05B	–	–	–	–
128	128 Nuburu, Inc. BURU $9.08M	–	–	–	–
129	129 Corgi Drones & Urban Air Mobility ETF BZZ $2.29M	–	–	–	–
130	130 REX Drone ETF DRNZ $91.3M	–	–	–	–
131	131 DUKE Robotics DUKR $14.7M	–	–	–	–
132	132 U.S. Defense ETF DUTY $2.93M	–	–	–	–
133	133 The Elmet Group ELMT $594M	–	–	–	–
134	EMAN 134 DELISTED eMagin Corporation EMAN	–	–	–	–
135	135 DELISTED ENGlobal Corp ENG	–	–	–	–
136	136 First Breach Inc FBDT $47.4M	–	–	–	–
137	137 HawkEye 360 Inc HAWK $1.26B	–	–	–	–
138	HONA 138 Honeywell Aerospace HONA $51.7B	–	–	–	–
139	139 BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF IDEF $4.13B	–	–	–	–
140	140 Infleqtion Inc INFQ $2.14B	–	–	–	–
141	141 Defiance Drone and Modern Warfare ETF JEDI $146M	–	–	–	–
142	142 DELISTED Kaman Corp KAMN	–	–	–	–
143	143 DELISTED Terran Orbital Corporation LLAP	–	–	–	–
144	LYNX 144 Lyntris LYNX $1.31B	–	–	–	–
145	MANT 145 DELISTED Mantech International Corp MANT	–	–	–	–
146	PAE 146 DELISTED PAE Incorporated Class A Common Stock PAE	–	–	–	–
147	RADA 147 DELISTED Rada Electronic Industries Ltd RADA	–	–	–	–
148	148 Ralliant Corp RAL $7.6B	–	–	–	–
149	149 DELISTED VictoryShares Protect America ETF SHLD	–	–	–	–
150	150 SpaceX SPCX $1.96T	–	–	–	–