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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 Kratos Defense & Security Solutions KTOS $7.38B	91	-9	-9%	$123M
52	52 Kopin KOPN $690M	89	-6	-6%	$127M
53	53 Graham Corp GHM $861M	79	-2	-2%	$129M
54	54 Elbit Systems ESLT $32.9B	63	+5	+9%	$200M
55	55 American Superconductor AMSC $1.24B	57	-1	-2%	$12M
56	56 Luxfer Holdings LXFR $466M	49	+8	+20%	$242M
57	57 QuickLogic QUIK $174M	45	-10	-18%	$21.9M
58	58 Energy Focus EFOI $17.2M	41	+32	+356%	$30.1M
59	59 Genasys GNSS $56.9M	40	-3	-7%	$25.5M
60	EMAN 60 DELISTED eMagin Corporation EMAN	37	+6	+19%	$5.17M
61	61 CPI Aerostructures CVU $66.2M	36	0	0%	$56.5M
62	62 Ultralife ULBI $101M	35	0	0%	$18.2M
63	63 Frequency Electronics FEIM $803M	34	-4	-11%	$40.8M
64	64 DELISTED ENGlobal Corp ENG	27	-1	-4%	$3.53M
65	65 Espey Mfg & Electronics Corp ESP $162M	22	-1	-4%	$16.3M
66	66 Gilat Satellite Networks GILT $617M	16	-1	-6%	$17.4M
67	67 Lightpath Technologies LPTH $555M	16	+1	+7%	$1.44M
68	68 Air Industries Group AIRI $12.1M	15	+1	+7%	$5.25M
69	69 Bel Fuse Inc Class A BELFA $2.6B	15	+1	+7%	$16.9M
70	70 Taylor Devices TAYD $176M	14	+2	+17%	$2.85M
71	71 Ocean Power Technologies OPTT $5.92M	12	-4	-25%	$273K
72	72 Moog Inc Class B MOG.B $11.7B	10	0	0%	$5.09M
73	RADA 73 DELISTED Rada Electronic Industries Ltd RADA	6	-1	-14%	$318K
74	74 TAT Technologies TATT $413M	5	-1	-17%	$1.27M
75	75 AgEagle Aerial Systems UAVS $45.2M	3	+2	+200%	$41K