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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	109	-25	-19%	$514M
52	52 nLIGHT LASR $2.07B	106	+10	+10%	$495M
53	53 Kopin KOPN $690M	92	+1	+1%	$33.9M
54	54 Luxfer Holdings LXFR $466M	83	+11	+15%	$452M
55	55 Graham Corp GHM $861M	78	-11	-12%	$177M
56	56 American Superconductor AMSC $1.24B	68	+5	+8%	$71.6M
57	57 DHI Group DHX $213M	67	-9	-12%	$51.8M
58	58 DELISTED Emcore Corp EMKR	61	-8	-12%	$72.8M
59	59 QuickLogic QUIK $174M	57	+3	+6%	$15.2M
60	60 CPI Aerostructures CVU $66.2M	42	-3	-7%	$43.8M
61	61 Genasys GNSS $56.9M	37	+1	+3%	$40.6M
62	62 Lightpath Technologies LPTH $555M	34	-6	-15%	$10.3M
63	63 Ultralife ULBI $101M	33	-1	-3%	$33.9M
64	64 Gilat Satellite Networks GILT $617M	29	+1	+4%	$85.3M
65	65 Frequency Electronics FEIM $803M	28	-4	-13%	$41.8M
66	66 Energy Focus EFOI $17.2M	23	-4	-15%	$1M
67	EMAN 67 DELISTED eMagin Corporation EMAN	23	-3	-12%	$9.61M
68	PAE 68 DELISTED PAE Incorporated Class A Common Stock PAE	22	+22	–	$135M
69	RADA 69 DELISTED Rada Electronic Industries Ltd RADA	21	+1	+5%	$7.24M
70	70 Bel Fuse Inc Class A BELFA $2.6B	19	-1	-5%	$12.4M
71	71 DELISTED ENGlobal Corp ENG	19	-4	-17%	$1.96M
72	72 Espey Mfg & Electronics Corp ESP $162M	19	-4	-17%	$10.2M
73	73 Ocean Power Technologies OPTT $5.92M	18	+4	+29%	$287K
74	74 Taylor Devices TAYD $176M	18	0	0%	$8.28M
75	75 Coda Octopus Group CODA $112M	15	-2	-12%	$3.38M