← 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 Ducommun DCO $2.58B	92	-3	-3%	$135M
52	52 Kopin KOPN $688M	92	-4	-4%	$60.6M
53	53 Graham Corp GHM $835M	84	+3	+4%	$153M
54	54 Elbit Systems ESLT $34.8B	81	+19	+31%	$1.5B
55	55 American Superconductor AMSC $1.3B	62	+8	+15%	$24.3M
56	56 Luxfer Holdings LXFR $465M	54	+13	+32%	$236M
57	57 QuickLogic QUIK $171M	45	-3	-6%	$17.4M
58	58 Ultralife ULBI $102M	44	-3	-6%	$17.3M
59	59 Energy Focus EFOI $18.2M	41	-6	-13%	$13.9M
60	60 CPI Aerostructures CVU $65.9M	38	+2	+6%	$46.3M
61	61 Genasys GNSS $58.7M	36	-1	-3%	$23.1M
62	62 Frequency Electronics FEIM $789M	31	0	0%	$37M
63	63 DELISTED ENGlobal Corp ENG	29	+1	+4%	$3.53M
64	EMAN 64 DELISTED eMagin Corporation EMAN	26	-6	-19%	$4.06M
65	65 Lightpath Technologies LPTH $574M	26	+2	+8%	$3.92M
66	66 Espey Mfg & Electronics Corp ESP $162M	23	-2	-8%	$14.8M
67	67 Bel Fuse Inc Class A BELFA $2.55B	17	+1	+6%	$13.5M
68	68 Taylor Devices TAYD $175M	17	+3	+21%	$3.59M
69	69 Gilat Satellite Networks GILT $620M	16	+1	+7%	$27.2M
70	70 Air Industries Group AIRI $12.3M	12	-2	-14%	$3.15M
71	71 Ocean Power Technologies OPTT $6.19M	8	+3	+60%	$205K
72	72 Moog Inc Class B MOG.B $11.3B	7	-2	-22%	$4.02M
73	73 TAT Technologies TATT $419M	7	+1	+17%	$1.3M
74	RADA 74 DELISTED Rada Electronic Industries Ltd RADA	6	+2	+50%	$117K
75	75 Better Online Solutions BOSC $30.3M	5	+1	+25%	$59K