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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 $2.51B	104	-4	-4%	$266M
52	52 DELISTED Emcore Corp EMKR	104	+2	+2%	$180M
53	53 Kopin KOPN $666M	95	-7	-7%	$148M
54	54 Graham Corp GHM $819M	88	0	0%	$167M
55	55 American Superconductor AMSC $1.26B	72	+3	+4%	$30.9M
56	56 Luxfer Holdings LXFR $466M	60	-1	-2%	$273M
57	57 QuickLogic QUIK $169M	52	+14	+37%	$29.6M
58	58 CPI Aerostructures CVU $64.9M	37	0	0%	$35.1M
59	59 DELISTED ENGlobal Corp ENG	37	+6	+19%	$8.75M
60	60 Genasys GNSS $58.7M	37	-4	-10%	$22.6M
61	61 Ultralife ULBI $101M	33	-4	-11%	$17.4M
62	62 Energy Focus EFOI $17.8M	30	-1	-3%	$6.88M
63	63 Lightpath Technologies LPTH $552M	30	+1	+3%	$18.3M
64	64 Frequency Electronics FEIM $774M	27	-3	-10%	$35.4M
65	EMAN 65 DELISTED eMagin Corporation EMAN	23	-5	-18%	$5.54M
66	66 Espey Mfg & Electronics Corp ESP $161M	19	-1	-5%	$12.9M
67	67 Bel Fuse Inc Class A BELFA $2.52B	17	-1	-6%	$21.7M
68	68 Taylor Devices TAYD $174M	16	-2	-11%	$5.44M
69	69 Gilat Satellite Networks GILT $615M	15	-1	-6%	$22.9M
70	70 Ocean Power Technologies OPTT $5.96M	15	0	0%	$931K
71	71 Air Industries Group AIRI $12.1M	13	+4	+44%	$1.06M
72	72 Moog Inc Class B MOG.B $11.3B	9	+1	+13%	$6.3M
73	73 TAT Technologies TATT $416M	6	+1	+20%	$1.53M
74	RADA 74 DELISTED Rada Electronic Industries Ltd RADA	3	+1	+50%	$74K
75	75 AgEagle Aerial Systems UAVS $44.7M	3	+1	+50%	$82K