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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 $2.47B	105	+4	+4%	$384M
52	52 nLIGHT LASR $1.93B	96	-7	-7%	$474M
53	53 Kopin KOPN $645M	91	-9	-9%	$87.8M
54	54 Graham Corp GHM $808M	89	+1	+1%	$222M
55	55 DHI Group DHX $211M	76	-17	-18%	$72.5M
56	56 Luxfer Holdings LXFR $466M	72	+9	+14%	$584M
57	57 DELISTED Emcore Corp EMKR	69	-3	-4%	$84.2M
58	58 American Superconductor AMSC $1.18B	63	+3	+5%	$35.2M
59	59 QuickLogic QUIK $166M	54	0	0%	$22.3M
60	60 CPI Aerostructures CVU $66.2M	45	0	0%	$40.4M
61	61 Lightpath Technologies LPTH $527M	40	+4	+11%	$13.9M
62	62 Genasys GNSS $56.5M	36	+5	+16%	$49.3M
63	63 Ultralife ULBI $100M	34	-4	-11%	$43.3M
64	64 Frequency Electronics FEIM $762M	32	+5	+19%	$40.4M
65	65 Gilat Satellite Networks GILT $601M	28	0	0%	$76M
66	66 Energy Focus EFOI $18.3M	27	0	0%	$4.01M
67	EMAN 67 DELISTED eMagin Corporation EMAN	26	0	0%	$14.7M
68	68 DELISTED ENGlobal Corp ENG	23	+1	+5%	$3.89M
69	69 Espey Mfg & Electronics Corp ESP $158M	23	+5	+28%	$12.3M
70	70 Bel Fuse Inc Class A BELFA $2.46B	20	+3	+18%	$19.9M
71	RADA 71 DELISTED Rada Electronic Industries Ltd RADA	20	0	0%	$3.65M
72	72 Taylor Devices TAYD $176M	18	+2	+13%	$7.79M
73	73 Coda Octopus Group CODA $111M	17	+3	+21%	$3.42M
74	74 Ocean Power Technologies OPTT $5.77M	14	-1	-7%	$835K
75	75 One Stop Systems OSS $149M	13	+2	+18%	$8.29M