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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 nLIGHT LASR $1.96B	106	0	0%	$646M
52	MAXR 52 DELISTED Maxar Technologies Inc. Common Stock MAXR	103	-6	-6%	$179M
53	53 Kopin KOPN $670M	95	+3	+3%	$46.5M
54	54 American Superconductor AMSC $1.26B	82	+14	+21%	$120M
55	55 Luxfer Holdings LXFR $466M	79	-4	-5%	$647M
56	56 Graham Corp GHM $825M	76	-2	-3%	$154M
57	57 DHI Group DHX $216M	75	+8	+12%	$83M
58	58 DELISTED Emcore Corp EMKR	70	+9	+15%	$61.3M
59	59 QuickLogic QUIK $170M	58	+1	+2%	$10.2M
60	60 Ultralife ULBI $101M	40	+7	+21%	$53.1M
61	61 CPI Aerostructures CVU $66.2M	39	-3	-7%	$41.9M
62	62 Genasys GNSS $55.6M	36	-1	-3%	$44.9M
63	63 Lightpath Technologies LPTH $548M	35	+1	+3%	$10.3M
64	64 Gilat Satellite Networks GILT $616M	33	+4	+14%	$78M
65	PAE 65 DELISTED PAE Incorporated Class A Common Stock PAE	32	+10	+45%	$201M
66	66 Frequency Electronics FEIM $774M	28	0	0%	$47.2M
67	EMAN 67 DELISTED eMagin Corporation EMAN	25	+2	+9%	$6.85M
68	RADA 68 DELISTED Rada Electronic Industries Ltd RADA	23	+2	+10%	$7.3M
69	69 Energy Focus EFOI $17.8M	22	-1	-4%	$1.94M
70	70 Espey Mfg & Electronics Corp ESP $160M	21	+2	+11%	$10.2M
71	71 Bel Fuse Inc Class A BELFA $2.52B	19	0	0%	$19.2M
72	72 Coda Octopus Group CODA $112M	19	+4	+27%	$8.04M
73	73 DELISTED ENGlobal Corp ENG	18	-1	-5%	$1.55M
74	74 Taylor Devices TAYD $174M	18	0	0%	$8.25M
75	75 Moog Inc Class B MOG.B $11.3B	12	+2	+20%	$7.59M