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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	MAXR 51 DELISTED Maxar Technologies Inc. Common Stock MAXR	106	+106	–	$2.77B
52	52 Kopin KOPN $666M	99	+1	+1%	$112M
53	53 Ducommun DCO $2.51B	97	-1	-1%	$266M
54	54 DELISTED Emcore Corp EMKR	88	-6	-6%	$139M
55	55 Graham Corp GHM $820M	83	+4	+5%	$161M
56	56 American Superconductor AMSC $1.26B	60	+3	+5%	$19.3M
57	57 QuickLogic QUIK $169M	53	+10	+23%	$31.6M
58	58 Luxfer Holdings LXFR $466M	48	-6	-11%	$334M
59	59 CPI Aerostructures CVU $64.9M	40	0	0%	$42.8M
60	60 Genasys GNSS $57.8M	34	+2	+6%	$37.8M
61	61 Ultralife ULBI $101M	34	-4	-11%	$28M
62	62 Lightpath Technologies LPTH $553M	33	+3	+10%	$15.6M
63	EMAN 63 DELISTED eMagin Corporation EMAN	30	0	0%	$9.2M
64	64 Energy Focus EFOI $17.8M	29	+7	+32%	$4.65M
65	65 Frequency Electronics FEIM $774M	29	+1	+4%	$32.1M
66	66 DELISTED ENGlobal Corp ENG	28	+1	+4%	$3.61M
67	67 Gilat Satellite Networks GILT $615M	27	+11	+69%	$58.5M
68	RADA 68 DELISTED Rada Electronic Industries Ltd RADA	25	+13	+108%	$9.7M
69	69 Bel Fuse Inc Class A BELFA $2.52B	19	+4	+27%	$21.4M
70	70 Ocean Power Technologies OPTT $5.96M	18	+5	+38%	$1.15M
71	71 Espey Mfg & Electronics Corp ESP $161M	17	-6	-26%	$9.65M
72	72 Taylor Devices TAYD $174M	16	+3	+23%	$8.23M
73	73 Air Industries Group AIRI $12.1M	14	+3	+27%	$2.92M
74	74 Moog Inc Class B MOG.B $11.3B	10	0	0%	$8.75M
75	75 TAT Technologies TATT $416M	8	-1	-11%	$2.59M