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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 American Superconductor AMSC $1.24B	77	-4	-5%	$23.4M
52	52 DELISTED Emcore Corp EMKR	65	+12	+23%	$96.4M
53	53 MACOM Technology Solutions MTSI $22.2B	54	-3	-5%	$311M
54	54 Elbit Systems ESLT $32.9B	48	+7	+17%	$97.5M
55	55 QuickLogic QUIK $174M	45	+8	+22%	$34M
56	56 Luxfer Holdings LXFR $466M	43	+4	+10%	$448M
57	57 CPI Aerostructures CVU $66.2M	41	+3	+8%	$86.8M
58	58 Ultralife ULBI $101M	38	+4	+12%	$18.2M
59	EMAN 59 DELISTED eMagin Corporation EMAN	37	+4	+12%	$6.75M
60	60 Frequency Electronics FEIM $803M	31	+2	+7%	$46.9M
61	61 DELISTED ENGlobal Corp ENG	29	+4	+16%	$7.01M
62	62 Genasys GNSS $56.9M	28	+9	+47%	$20.5M
63	63 Espey Mfg & Electronics Corp ESP $162M	22	+3	+16%	$19.1M
64	64 Ocean Power Technologies OPTT $5.92M	22	+3	+16%	$2.56M
65	65 Gilat Satellite Networks GILT $617M	20	0	0%	$63.2M
66	66 Bel Fuse Inc Class A BELFA $2.6B	14	+2	+17%	$25.2M
67	67 Lightpath Technologies LPTH $555M	14	+1	+8%	$746K
68	68 Moog Inc Class B MOG.B $11.7B	13	+2	+18%	$7.26M
69	69 Taylor Devices TAYD $176M	13	+1	+8%	$1.7M
70	RADA 70 DELISTED Rada Electronic Industries Ltd RADA	6	+2	+50%	$96K
71	71 TAT Technologies TATT $413M	5	+2	+67%	$937K
72	72 Better Online Solutions BOSC $30.5M	4	+1	+33%	$309K
73	73 Air Industries Group AIRI $12.1M	3	+2	+200%	$710K
74	74 Applied Aerospace & Defense Inc AADX $1.9B	–	–	–	–
75	75 C3.ai AI $1.88B	–	–	–	–