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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 Graham Corp GHM $809M	83	-10	-11%	$237M
52	52 MACOM Technology Solutions MTSI $20.8B	69	+15	+28%	$400M
53	53 QuickLogic QUIK $166M	65	+20	+44%	$60.6M
54	54 DELISTED Emcore Corp EMKR	64	-1	-2%	$83.3M
55	55 Elbit Systems ESLT $34.1B	60	+12	+25%	$139M
56	56 Luxfer Holdings LXFR $466M	44	+1	+2%	$430M
57	57 CPI Aerostructures CVU $66.2M	42	+1	+2%	$78.3M
58	58 Frequency Electronics FEIM $762M	34	+3	+10%	$43.4M
59	59 Ultralife ULBI $100M	34	-4	-11%	$22.4M
60	EMAN 60 DELISTED eMagin Corporation EMAN	33	-4	-11%	$5.02M
61	61 DELISTED ENGlobal Corp ENG	30	+1	+3%	$8.37M
62	62 Genasys GNSS $56.5M	30	+2	+7%	$24.1M
63	63 Espey Mfg & Electronics Corp ESP $158M	22	0	0%	$18.7M
64	64 Ocean Power Technologies OPTT $5.77M	21	-1	-5%	$6.39M
65	65 Gilat Satellite Networks GILT $601M	20	0	0%	$60M
66	66 Lightpath Technologies LPTH $527M	16	+2	+14%	$1.21M
67	67 Bel Fuse Inc Class A BELFA $2.46B	14	0	0%	$24.7M
68	68 Taylor Devices TAYD $176M	12	-1	-8%	$2.07M
69	69 Moog Inc Class B MOG.B $11.3B	10	-3	-23%	$6.45M
70	70 Air Industries Group AIRI $12.1M	6	+3	+100%	$1.07M
71	71 Better Online Solutions BOSC $31.8M	6	+2	+50%	$226K
72	72 TAT Technologies TATT $412M	6	+1	+20%	$1.06M
73	RADA 73 DELISTED Rada Electronic Industries Ltd RADA	5	-1	-17%	$76K
74	74 Applied Aerospace & Defense Inc AADX $1.9B	–	–	–	–
75	75 C3.ai AI $1.9B	–	–	–	–