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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	101	-3	-3%	$218M
52	52 Ducommun DCO $2.54B	98	-6	-6%	$285M
53	53 Kopin KOPN $690M	98	+3	+3%	$131M
54	54 Graham Corp GHM $861M	84	-4	-5%	$146M
55	55 American Superconductor AMSC $1.24B	66	-6	-8%	$31.2M
56	56 Luxfer Holdings LXFR $466M	60	0	0%	$289M
57	57 QuickLogic QUIK $174M	49	-3	-6%	$23.3M
58	58 Ultralife ULBI $101M	42	+9	+27%	$27.4M
59	59 CPI Aerostructures CVU $66.2M	37	0	0%	$43M
60	60 Genasys GNSS $56.9M	33	-4	-11%	$25.1M
61	61 Lightpath Technologies LPTH $555M	33	+3	+10%	$20.2M
62	62 Frequency Electronics FEIM $803M	32	+5	+19%	$32.5M
63	63 DELISTED ENGlobal Corp ENG	29	-8	-22%	$6.12M
64	EMAN 64 DELISTED eMagin Corporation EMAN	28	+5	+22%	$13.7M
65	65 Energy Focus EFOI $17.2M	27	-3	-10%	$5.25M
66	66 Espey Mfg & Electronics Corp ESP $162M	20	+1	+5%	$12.6M
67	67 Bel Fuse Inc Class A BELFA $2.6B	17	0	0%	$19.7M
68	68 Gilat Satellite Networks GILT $617M	17	+2	+13%	$23.4M
69	69 Ocean Power Technologies OPTT $5.92M	15	0	0%	$575K
70	70 Taylor Devices TAYD $176M	13	-3	-19%	$4.85M
71	71 Air Industries Group AIRI $12.1M	10	-3	-23%	$427K
72	72 Moog Inc Class B MOG.B $11.7B	9	0	0%	$6.92M
73	73 TAT Technologies TATT $413M	9	+3	+50%	$2.59M
74	RADA 74 DELISTED Rada Electronic Industries Ltd RADA	5	+2	+67%	$462K
75	75 AgEagle Aerial Systems UAVS $45.2M	5	+2	+67%	$146K