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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 DELISTED Emcore Corp EMKR	102	+19	+23%	$168M
52	52 Kopin KOPN $688M	102	+5	+5%	$102M
53	53 Elbit Systems ESLT $34.8B	99	+9	+10%	$812M
54	54 Graham Corp GHM $835M	88	+4	+5%	$162M
55	55 American Superconductor AMSC $1.3B	69	-1	-1%	$31.5M
56	56 Luxfer Holdings LXFR $465M	61	+2	+3%	$244M
57	57 Genasys GNSS $58.7M	41	+2	+5%	$25.6M
58	58 QuickLogic QUIK $171M	38	-7	-16%	$13.7M
59	59 CPI Aerostructures CVU $65.9M	37	+1	+3%	$54.2M
60	60 Ultralife ULBI $102M	37	-4	-10%	$15.6M
61	61 Energy Focus EFOI $18.2M	31	-2	-6%	$8.39M
62	62 DELISTED ENGlobal Corp ENG	31	0	0%	$8.82M
63	63 Frequency Electronics FEIM $789M	30	0	0%	$39.1M
64	64 Lightpath Technologies LPTH $574M	29	+6	+26%	$7.19M
65	EMAN 65 DELISTED eMagin Corporation EMAN	28	0	0%	$5.39M
66	66 Espey Mfg & Electronics Corp ESP $162M	20	-1	-5%	$15.4M
67	67 Bel Fuse Inc Class A BELFA $2.55B	18	+2	+13%	$24.7M
68	68 Taylor Devices TAYD $175M	18	+1	+6%	$6.1M
69	69 Gilat Satellite Networks GILT $620M	16	+1	+7%	$20.5M
70	70 Ocean Power Technologies OPTT $6.19M	15	+5	+50%	$1.23M
71	71 Air Industries Group AIRI $12.3M	9	-3	-25%	$788K
72	72 Moog Inc Class B MOG.B $11.3B	8	-1	-11%	$6.26M
73	73 Better Online Solutions BOSC $30.3M	6	-2	-25%	$118K
74	74 TAT Technologies TATT $419M	5	-1	-17%	$1.3M
75	RADA 75 DELISTED Rada Electronic Industries Ltd RADA	2	0	0%	$92K