← All themes

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 $31.4B	78	-3	-4%	$1.26B
52	52 American Superconductor AMSC $1.24B	70	-12	-15%	$15.5M
53	53 MACOM Technology Solutions MTSI $22.2B	68	-4	-6%	$458M
54	54 Elbit Systems ESLT $32.9B	63	+6	+11%	$151M
55	55 QuickLogic QUIK $174M	61	-5	-8%	$43.1M
56	56 DELISTED Emcore Corp EMKR	58	+6	+12%	$105M
57	57 Luxfer Holdings LXFR $466M	48	-1	-2%	$381M
58	58 CPI Aerostructures CVU $66.2M	39	-3	-7%	$61.8M
59	59 Genasys GNSS $56.9M	38	+9	+31%	$36.5M
60	60 DELISTED ENGlobal Corp ENG	37	-4	-10%	$9.61M
61	61 Ultralife ULBI $101M	37	+3	+9%	$16.5M
62	EMAN 62 DELISTED eMagin Corporation EMAN	35	-1	-3%	$5.15M
63	63 Frequency Electronics FEIM $803M	35	-2	-5%	$43.6M
64	64 Espey Mfg & Electronics Corp ESP $162M	28	+6	+27%	$14M
65	65 Ocean Power Technologies OPTT $5.92M	21	-1	-5%	$1.75M
66	66 Gilat Satellite Networks GILT $617M	20	+2	+11%	$51.1M
67	67 Bel Fuse Inc Class A BELFA $2.6B	18	+1	+6%	$25M
68	68 Lightpath Technologies LPTH $555M	16	+2	+14%	$1.44M
69	69 Moog Inc Class B MOG.B $11.7B	15	+3	+25%	$7.36M
70	70 Air Industries Group AIRI $12.1M	14	-3	-18%	$2.99M
71	71 Taylor Devices TAYD $176M	13	0	0%	$2.27M
72	RADA 72 DELISTED Rada Electronic Industries Ltd RADA	10	+5	+100%	$989K
73	73 Energy Focus EFOI $17.2M	6	+6	–	$6.4M
74	74 TAT Technologies TATT $413M	6	+1	+20%	$989K
75	75 Better Online Solutions BOSC $30.5M	4	+1	+33%	$109K