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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	99	-7	-7%	$2.23B
52	52 Ducommun DCO $2.54B	98	+1	+1%	$287M
53	53 Kopin KOPN $690M	97	-2	-2%	$110M
54	54 DELISTED Emcore Corp EMKR	81	-7	-8%	$120M
55	55 Graham Corp GHM $861M	77	-6	-7%	$171M
56	56 American Superconductor AMSC $1.24B	59	-1	-2%	$29.6M
57	57 QuickLogic QUIK $174M	52	-1	-2%	$28.5M
58	58 Luxfer Holdings LXFR $466M	50	+2	+4%	$286M
59	59 CPI Aerostructures CVU $66.2M	42	+2	+5%	$48M
60	60 Ultralife ULBI $101M	38	+4	+12%	$48.5M
61	61 Lightpath Technologies LPTH $555M	35	+2	+6%	$15.9M
62	62 Genasys GNSS $56.9M	32	-2	-6%	$34.7M
63	63 Gilat Satellite Networks GILT $617M	30	+3	+11%	$76.6M
64	EMAN 64 DELISTED eMagin Corporation EMAN	29	-1	-3%	$14.7M
65	65 Energy Focus EFOI $17.2M	28	-1	-3%	$4.79M
66	66 Frequency Electronics FEIM $803M	28	-1	-3%	$30.2M
67	RADA 67 DELISTED Rada Electronic Industries Ltd RADA	25	0	0%	$7.29M
68	68 DELISTED ENGlobal Corp ENG	23	-5	-18%	$3.18M
69	69 Bel Fuse Inc Class A BELFA $2.6B	19	0	0%	$16.3M
70	70 Espey Mfg & Electronics Corp ESP $162M	19	+2	+12%	$10.6M
71	71 Ocean Power Technologies OPTT $5.92M	17	-1	-6%	$1.31M
72	72 Taylor Devices TAYD $176M	16	0	0%	$6.43M
73	73 Air Industries Group AIRI $12.1M	13	-1	-7%	$2.21M
74	74 Coda Octopus Group CODA $112M	13	+6	+86%	$556K
75	75 Moog Inc Class B MOG.B $11.7B	11	+1	+10%	$8.41M