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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 HEICO Corp Class A HEI.A $32.3B	81	-4	-5%	$1.27B
52	52 MACOM Technology Solutions MTSI $20.7B	72	+3	+4%	$451M
53	53 QuickLogic QUIK $171M	66	+1	+2%	$69.5M
54	54 Elbit Systems ESLT $34.8B	57	-3	-5%	$124M
55	55 DELISTED Emcore Corp EMKR	52	-12	-19%	$66.2M
56	56 Luxfer Holdings LXFR $465M	49	+5	+11%	$422M
57	57 CPI Aerostructures CVU $65.9M	42	0	0%	$79.2M
58	58 DELISTED ENGlobal Corp ENG	41	+11	+37%	$16.1M
59	59 Frequency Electronics FEIM $789M	37	+3	+9%	$49.8M
60	EMAN 60 DELISTED eMagin Corporation EMAN	36	+3	+9%	$4.68M
61	61 Ultralife ULBI $102M	34	0	0%	$20M
62	62 Genasys GNSS $58.7M	29	-1	-3%	$24.9M
63	63 Espey Mfg & Electronics Corp ESP $162M	22	0	0%	$17.6M
64	64 Ocean Power Technologies OPTT $6.19M	22	+1	+5%	$2.38M
65	65 Gilat Satellite Networks GILT $620M	18	-2	-10%	$56.1M
66	66 Air Industries Group AIRI $12.3M	17	+11	+183%	$4.92M
67	67 Bel Fuse Inc Class A BELFA $2.55B	17	+3	+21%	$25.8M
68	68 Lightpath Technologies LPTH $574M	14	-2	-13%	$1.25M
69	69 Taylor Devices TAYD $175M	13	+1	+8%	$2.07M
70	70 Moog Inc Class B MOG.B $11.3B	12	+2	+20%	$7.58M
71	RADA 71 DELISTED Rada Electronic Industries Ltd RADA	5	0	0%	$70K
72	72 TAT Technologies TATT $419M	5	-1	-17%	$941K
73	73 Better Online Solutions BOSC $30.3M	3	-3	-50%	$75K
74	74 Applied Aerospace & Defense Inc AADX $1.96B	–	–	–	–
75	75 C3.ai AI $1.96B	–	–	–	–