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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 $2.58B	98	0	0%	$296M
52	52 Kopin KOPN $688M	98	0	0%	$142M
53	53 DELISTED Emcore Corp EMKR	94	-7	-7%	$172M
54	54 Graham Corp GHM $835M	79	-5	-6%	$155M
55	55 American Superconductor AMSC $1.3B	57	-9	-14%	$27.1M
56	56 Luxfer Holdings LXFR $465M	54	-6	-10%	$283M
57	57 QuickLogic QUIK $171M	43	-6	-12%	$25.5M
58	58 CPI Aerostructures CVU $65.9M	40	+3	+8%	$45M
59	59 Ultralife ULBI $102M	38	-4	-10%	$27.5M
60	60 Genasys GNSS $58.7M	32	-1	-3%	$32M
61	EMAN 61 DELISTED eMagin Corporation EMAN	30	+2	+7%	$12.4M
62	62 Lightpath Technologies LPTH $574M	30	-3	-9%	$19.8M
63	63 Frequency Electronics FEIM $789M	28	-4	-13%	$32M
64	64 DELISTED ENGlobal Corp ENG	27	-2	-7%	$5.83M
65	65 Espey Mfg & Electronics Corp ESP $162M	23	+3	+15%	$11.9M
66	66 Energy Focus EFOI $18.2M	22	-5	-19%	$5.34M
67	67 Gilat Satellite Networks GILT $620M	16	-1	-6%	$27.3M
68	68 Bel Fuse Inc Class A BELFA $2.55B	15	-2	-12%	$25.8M
69	69 Ocean Power Technologies OPTT $6.19M	13	-2	-13%	$644K
70	70 Taylor Devices TAYD $175M	13	0	0%	$5.83M
71	RADA 71 DELISTED Rada Electronic Industries Ltd RADA	12	+7	+140%	$4.6M
72	72 Air Industries Group AIRI $12.3M	11	+1	+10%	$273K
73	73 Moog Inc Class B MOG.B $11.3B	10	+1	+11%	$8.16M
74	74 TAT Technologies TATT $419M	9	0	0%	$2.89M
75	75 AgEagle Aerial Systems UAVS $45.8M	7	+2	+40%	$68K