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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
51	51 MACOM Technology Solutions MTSI $20.1B	54	+54	–	$256M
52	52 DELISTED Emcore Corp EMKR	49	+49	–	$33.4M
53	53 CPI Aerostructures CVU $64.9M	48	+48	–	$57.2M
54	54 QuickLogic QUIK $169M	45	+45	–	$11.1M
55	EMAN 55 DELISTED eMagin Corporation EMAN	35	+35	–	$7.82M
56	56 Elbit Systems ESLT $34.7B	35	+35	–	$50.6M
57	57 Ultralife ULBI $101M	35	+35	–	$16.9M
58	58 Frequency Electronics FEIM $774M	28	+28	–	$42.8M
59	59 Luxfer Holdings LXFR $466M	26	+26	–	$215M
60	60 DELISTED ENGlobal Corp ENG	24	+24	–	$4.46M
61	61 Genasys GNSS $58.7M	22	+22	–	$10.2M
62	62 Espey Mfg & Electronics Corp ESP $161M	18	+18	–	$12M
63	63 Gilat Satellite Networks GILT $615M	18	+18	–	$78.5M
64	64 Ocean Power Technologies OPTT $5.96M	17	+17	–	$2.6M
65	65 Bel Fuse Inc Class A BELFA $2.52B	14	+14	–	$17.8M
66	66 Lightpath Technologies LPTH $552M	12	+12	–	$489K
67	67 Taylor Devices TAYD $174M	12	+12	–	$1.76M
68	68 Moog Inc Class B MOG.B $11.3B	9	+9	–	$5.01M
69	RADA 69 DELISTED Rada Electronic Industries Ltd RADA	5	+5	–	$75K
70	70 TAT Technologies TATT $416M	5	+5	–	$733K
71	71 Better Online Solutions BOSC $30.1M	3	+3	–	$7K
72	72 Air Industries Group AIRI $12.1M	2	+2	–	$416K
73	73 Applied Aerospace & Defense Inc AADX $1.93B	–	–	–	–
74	74 C3.ai AI $1.9B	–	–	–	–
75	75 AIRO Group Holdings AIRO $170M	–	–	–	–