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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 $22.2B	57	+3	+6%	$308M
52	52 DELISTED Emcore Corp EMKR	53	+4	+8%	$61.5M
53	53 Saic SAIC $5.51B	52	+52	–	$317M
54	54 Elbit Systems ESLT $32.9B	41	+6	+17%	$75.1M
55	55 Luxfer Holdings LXFR $466M	39	+13	+50%	$298M
56	56 CPI Aerostructures CVU $66.2M	38	-10	-21%	$62.5M
57	57 QuickLogic QUIK $174M	37	-8	-18%	$9.8M
58	58 Ultralife ULBI $101M	34	-1	-3%	$20.9M
59	EMAN 59 DELISTED eMagin Corporation EMAN	33	-2	-6%	$6.45M
60	60 Frequency Electronics FEIM $803M	29	+1	+4%	$47.5M
61	61 DELISTED ENGlobal Corp ENG	25	+1	+4%	$4.61M
62	62 Gilat Satellite Networks GILT $617M	20	+2	+11%	$67.1M
63	63 Espey Mfg & Electronics Corp ESP $162M	19	+1	+6%	$12.9M
64	64 Genasys GNSS $56.9M	19	-3	-14%	$14.4M
65	65 Ocean Power Technologies OPTT $5.92M	19	+2	+12%	$2.74M
66	66 Lightpath Technologies LPTH $555M	13	+1	+8%	$674K
67	67 Bel Fuse Inc Class A BELFA $2.6B	12	-2	-14%	$23M
68	68 Taylor Devices TAYD $176M	12	0	0%	$1.89M
69	69 Moog Inc Class B MOG.B $11.7B	11	+2	+22%	$5.94M
70	RADA 70 DELISTED Rada Electronic Industries Ltd RADA	4	-1	-20%	$78K
71	71 Better Online Solutions BOSC $30.5M	3	0	0%	$19K
72	72 TAT Technologies TATT $413M	3	-2	-40%	$868K
73	73 Air Industries Group AIRI $12.1M	1	-1	-50%	$468K
74	74 Applied Aerospace & Defense Inc AADX $1.9B	–	–	–	–
75	75 C3.ai AI $1.88B	–	–	–	–