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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 $813M	86	+3	+4%	$188M
52	52 HEICO Corp Class A HEI.A $31.8B	86	+4	+5%	$1.55B
53	53 DELISTED Emcore Corp EMKR	68	+4	+6%	$113M
54	54 Elbit Systems ESLT $34.3B	63	0	0%	$1.89B
55	55 QuickLogic QUIK $167M	59	+1	+2%	$33M
56	56 American Superconductor AMSC $1.2B	53	-18	-25%	$5.91M
57	57 Genasys GNSS $55.6M	45	0	0%	$34.1M
58	58 Luxfer Holdings LXFR $466M	42	-5	-11%	$305M
59	59 CPI Aerostructures CVU $66.4M	37	0	0%	$78.3M
60	60 Frequency Electronics FEIM $771M	33	-1	-3%	$53.5M
61	61 Ultralife ULBI $100M	33	-1	-3%	$19.3M
62	EMAN 62 DELISTED eMagin Corporation EMAN	32	-7	-18%	$5.21M
63	63 DELISTED ENGlobal Corp ENG	27	-2	-7%	$5.6M
64	64 Espey Mfg & Electronics Corp ESP $158M	25	+3	+14%	$20.4M
65	65 Gilat Satellite Networks GILT $607M	20	+2	+11%	$31.5M
66	66 Ocean Power Technologies OPTT $5.94M	20	-2	-9%	$454K
67	67 Bel Fuse Inc Class A BELFA $2.44B	16	-2	-11%	$19.8M
68	68 Lightpath Technologies LPTH $541M	16	-2	-11%	$906K
69	69 Air Industries Group AIRI $12.1M	15	-1	-6%	$5.3M
70	70 Moog Inc Class B MOG.B $11.3B	11	-2	-15%	$7.26M
71	RADA 71 DELISTED Rada Electronic Industries Ltd RADA	11	+4	+57%	$1.16M
72	72 Taylor Devices TAYD $177M	11	0	0%	$2.73M
73	73 Energy Focus EFOI $18.3M	7	+1	+17%	$2.83M
74	74 TAT Technologies TATT $415M	6	-1	-14%	$999K
75	75 Better Online Solutions BOSC $30.9M	4	+1	+33%	$52K