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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 $690M	93	+1	+1%	$80.2M
52	52 Elbit Systems ESLT $32.9B	89	+8	+10%	$231M
53	53 DELISTED Emcore Corp EMKR	83	-10	-11%	$95.5M
54	54 Graham Corp GHM $861M	81	-3	-4%	$133M
55	55 American Superconductor AMSC $1.24B	77	+15	+24%	$36.2M
56	56 Luxfer Holdings LXFR $466M	61	+7	+13%	$271M
57	57 QuickLogic QUIK $174M	47	+2	+4%	$13.7M
58	58 Ultralife ULBI $101M	40	-4	-9%	$16.7M
59	59 Energy Focus EFOI $17.2M	37	-4	-10%	$12.4M
60	60 CPI Aerostructures CVU $66.2M	36	-2	-5%	$39.8M
61	61 Genasys GNSS $56.9M	35	-1	-3%	$25.7M
62	62 Frequency Electronics FEIM $803M	30	-1	-3%	$35.1M
63	63 DELISTED ENGlobal Corp ENG	28	-1	-3%	$4.09M
64	EMAN 64 DELISTED eMagin Corporation EMAN	27	+1	+4%	$4.39M
65	65 Lightpath Technologies LPTH $555M	26	0	0%	$2.35M
66	66 Espey Mfg & Electronics Corp ESP $162M	24	+1	+4%	$15.4M
67	67 Taylor Devices TAYD $176M	20	+3	+18%	$6.94M
68	68 Bel Fuse Inc Class A BELFA $2.6B	16	-1	-6%	$15.7M
69	69 Air Industries Group AIRI $12.1M	15	+3	+25%	$2.1M
70	70 Gilat Satellite Networks GILT $617M	14	-2	-13%	$17.2M
71	71 Moog Inc Class B MOG.B $11.7B	10	+3	+43%	$5.85M
72	72 Ocean Power Technologies OPTT $5.92M	10	+2	+25%	$219K
73	RADA 73 DELISTED Rada Electronic Industries Ltd RADA	6	0	0%	$107K
74	74 TAT Technologies TATT $413M	6	-1	-14%	$1.13M
75	75 Better Online Solutions BOSC $30.5M	5	0	0%	$302K