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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 Kopin KOPN $666M	95	-1	-1%	$139M
52	52 DELISTED Emcore Corp EMKR	90	+22	+32%	$117M
53	53 Graham Corp GHM $813M	81	-5	-6%	$155M
54	54 American Superconductor AMSC $1.21B	58	+5	+9%	$14.5M
55	55 Elbit Systems ESLT $34.5B	58	-5	-8%	$174M
56	56 QuickLogic QUIK $168M	55	-4	-7%	$23.4M
57	57 Genasys GNSS $55.6M	43	-2	-4%	$30M
58	58 Luxfer Holdings LXFR $466M	41	-1	-2%	$294M
59	59 Frequency Electronics FEIM $779M	38	+5	+15%	$44.2M
60	60 CPI Aerostructures CVU $66.4M	36	-1	-3%	$64.2M
61	61 Ultralife ULBI $100M	35	+2	+6%	$15.3M
62	EMAN 62 DELISTED eMagin Corporation EMAN	31	-1	-3%	$5.59M
63	63 DELISTED ENGlobal Corp ENG	28	+1	+4%	$4.52M
64	64 Espey Mfg & Electronics Corp ESP $158M	23	-2	-8%	$17.7M
65	65 Gilat Satellite Networks GILT $612M	17	-3	-15%	$27.4M
66	66 Ocean Power Technologies OPTT $6.03M	16	-4	-20%	$375K
67	67 Lightpath Technologies LPTH $546M	15	-1	-6%	$1.64M
68	68 Air Industries Group AIRI $12.1M	14	-1	-7%	$5.37M
69	69 Bel Fuse Inc Class A BELFA $2.44B	14	-2	-13%	$21.5M
70	70 Taylor Devices TAYD $177M	12	+1	+9%	$2.91M
71	71 Moog Inc Class B MOG.B $11.3B	10	-1	-9%	$6.66M
72	72 Energy Focus EFOI $18.3M	9	+2	+29%	$3.75M
73	RADA 73 DELISTED Rada Electronic Industries Ltd RADA	7	-4	-36%	$439K
74	74 TAT Technologies TATT $416M	6	0	0%	$1.2M
75	75 Better Online Solutions BOSC $31.3M	4	0	0%	$64K