← 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 Kopin KOPN $674M	96	+7	+8%	$109M
52	52 Ducommun DCO $2.53B	95	-7	-7%	$145M
53	53 Graham Corp GHM $821M	81	+2	+3%	$127M
54	54 Elbit Systems ESLT $34.7B	62	-1	-2%	$204M
55	55 American Superconductor AMSC $1.27B	54	-3	-5%	$18.6M
56	56 QuickLogic QUIK $171M	48	+3	+7%	$15.2M
57	57 Energy Focus EFOI $18.3M	47	+6	+15%	$36.1M
58	58 Ultralife ULBI $101M	47	+12	+34%	$21.9M
59	59 Luxfer Holdings LXFR $466M	41	-8	-16%	$221M
60	60 Genasys GNSS $55.6M	37	-3	-8%	$29.2M
61	61 CPI Aerostructures CVU $66.2M	36	0	0%	$62.1M
62	EMAN 62 DELISTED eMagin Corporation EMAN	32	-5	-14%	$3.54M
63	63 Frequency Electronics FEIM $778M	31	-3	-9%	$41.4M
64	64 DELISTED ENGlobal Corp ENG	28	+1	+4%	$3.34M
65	65 Espey Mfg & Electronics Corp ESP $160M	25	+3	+14%	$17M
66	66 Lightpath Technologies LPTH $552M	24	+8	+50%	$3.56M
67	67 Bel Fuse Inc Class A BELFA $2.53B	16	+1	+7%	$15M
68	68 Gilat Satellite Networks GILT $616M	15	-1	-6%	$11.5M
69	69 Air Industries Group AIRI $12.1M	14	-1	-7%	$4.4M
70	70 Taylor Devices TAYD $176M	14	0	0%	$3.91M
71	71 Moog Inc Class B MOG.B $11.3B	9	-1	-10%	$5.72M
72	72 TAT Technologies TATT $422M	6	+1	+20%	$1.26M
73	73 Ocean Power Technologies OPTT $5.93M	5	-7	-58%	$81K
74	74 Better Online Solutions BOSC $30.4M	4	+3	+300%	$50K
75	RADA 75 DELISTED Rada Electronic Industries Ltd RADA	4	-2	-33%	$44K