← 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	82	+4	+5%	$1.48B
52	52 MACOM Technology Solutions MTSI $22.2B	82	+14	+21%	$659M
53	53 American Superconductor AMSC $1.24B	71	+1	+1%	$9.26M
54	54 DELISTED Emcore Corp EMKR	64	+6	+10%	$103M
55	55 Elbit Systems ESLT $32.9B	63	0	0%	$143M
56	56 QuickLogic QUIK $174M	58	-3	-5%	$49.9M
57	57 Luxfer Holdings LXFR $466M	47	-1	-2%	$347M
58	58 Genasys GNSS $56.9M	45	+7	+18%	$39.1M
59	EMAN 59 DELISTED eMagin Corporation EMAN	39	+4	+11%	$5.04M
60	60 CPI Aerostructures CVU $66.2M	37	-2	-5%	$65.4M
61	61 Frequency Electronics FEIM $803M	34	-1	-3%	$42.7M
62	62 Ultralife ULBI $101M	34	-3	-8%	$15.5M
63	63 DELISTED ENGlobal Corp ENG	29	-8	-22%	$7.17M
64	64 Espey Mfg & Electronics Corp ESP $162M	22	-6	-21%	$16.4M
65	65 Ocean Power Technologies OPTT $5.92M	22	+1	+5%	$886K
66	66 Bel Fuse Inc Class A BELFA $2.6B	18	0	0%	$25.5M
67	67 Gilat Satellite Networks GILT $617M	18	-2	-10%	$28.2M
68	68 Lightpath Technologies LPTH $555M	18	+2	+13%	$870K
69	69 Air Industries Group AIRI $12.1M	16	+2	+14%	$3.2M
70	70 Moog Inc Class B MOG.B $11.7B	13	-2	-13%	$7.57M
71	71 Taylor Devices TAYD $176M	11	-2	-15%	$2.42M
72	RADA 72 DELISTED Rada Electronic Industries Ltd RADA	7	-3	-30%	$714K
73	73 TAT Technologies TATT $413M	7	+1	+17%	$1.02M
74	74 Energy Focus EFOI $17.2M	6	0	0%	$4.08M
75	75 Better Online Solutions BOSC $30.5M	3	-1	-25%	$70K