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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 Ducommun DCO $2.54B	93	-1	-1%	$201M
52	52 Elbit Systems ESLT $32.9B	90	+1	+1%	$358M
53	53 Graham Corp GHM $861M	84	+3	+4%	$138M
54	54 DELISTED Emcore Corp EMKR	83	0	0%	$97.6M
55	55 American Superconductor AMSC $1.24B	70	-7	-9%	$28.2M
56	56 Luxfer Holdings LXFR $466M	59	-2	-3%	$259M
57	57 QuickLogic QUIK $174M	45	-2	-4%	$8.38M
58	58 Ultralife ULBI $101M	41	+1	+3%	$13.4M
59	59 Genasys GNSS $56.9M	39	+4	+11%	$27.1M
60	60 CPI Aerostructures CVU $66.2M	36	0	0%	$43.9M
61	61 Energy Focus EFOI $17.2M	33	-4	-11%	$10.2M
62	62 DELISTED ENGlobal Corp ENG	31	+3	+11%	$5.14M
63	63 Frequency Electronics FEIM $803M	30	0	0%	$38.6M
64	EMAN 64 DELISTED eMagin Corporation EMAN	28	+1	+4%	$6.18M
65	65 Lightpath Technologies LPTH $555M	23	-3	-12%	$1.98M
66	66 Espey Mfg & Electronics Corp ESP $162M	21	-3	-13%	$15M
67	67 Taylor Devices TAYD $176M	17	-3	-15%	$6.75M
68	68 Bel Fuse Inc Class A BELFA $2.6B	16	0	0%	$20.6M
69	69 Gilat Satellite Networks GILT $617M	15	+1	+7%	$19.7M
70	70 Air Industries Group AIRI $12.1M	12	-3	-20%	$1.42M
71	71 Ocean Power Technologies OPTT $5.92M	10	0	0%	$675K
72	72 Moog Inc Class B MOG.B $11.7B	9	-1	-10%	$5.6M
73	73 Better Online Solutions BOSC $30.5M	8	+3	+60%	$371K
74	74 TAT Technologies TATT $413M	6	0	0%	$1.16M
75	75 AgEagle Aerial Systems UAVS $45.2M	3	-1	-25%	$88K