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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 $2.07B	106	0	0%	$593M
52	MAXR 52 DELISTED Maxar Technologies Inc. Common Stock MAXR	102	-1	-1%	$352M
53	53 Parsons PSN $4.57B	102	+102	–	$3.65B
54	54 DHI Group DHX $213M	95	+20	+27%	$145M
55	55 Kopin KOPN $690M	88	-7	-7%	$33.5M
56	56 Luxfer Holdings LXFR $466M	88	+9	+11%	$667M
57	57 American Superconductor AMSC $1.24B	79	-3	-4%	$92.8M
58	58 Graham Corp GHM $861M	73	-3	-4%	$160M
59	59 DELISTED Emcore Corp EMKR	61	-9	-13%	$50.6M
60	60 QuickLogic QUIK $174M	61	+3	+5%	$13.5M
61	61 Coda Octopus Group CODA $112M	45	+26	+137%	$25.3M
62	62 CPI Aerostructures CVU $66.2M	39	0	0%	$52.8M
63	PAE 63 DELISTED PAE Incorporated Class A Common Stock PAE	38	+6	+19%	$205M
64	64 Genasys GNSS $56.9M	36	0	0%	$52.3M
65	65 Gilat Satellite Networks GILT $617M	35	+2	+6%	$192M
66	66 Ultralife ULBI $101M	35	-5	-13%	$41.8M
67	67 Lightpath Technologies LPTH $555M	31	-4	-11%	$3.57M
68	68 Frequency Electronics FEIM $803M	29	+1	+4%	$46.1M
69	EMAN 69 DELISTED eMagin Corporation EMAN	26	+1	+4%	$4.14M
70	RADA 70 DELISTED Rada Electronic Industries Ltd RADA	25	+2	+9%	$13.8M
71	71 Energy Focus EFOI $17.2M	21	-1	-5%	$675K
72	72 Espey Mfg & Electronics Corp ESP $162M	21	0	0%	$10.1M
73	73 Bel Fuse Inc Class A BELFA $2.6B	18	-1	-5%	$13.5M
74	74 Taylor Devices TAYD $176M	18	0	0%	$7.34M
75	75 DELISTED ENGlobal Corp ENG	17	-1	-6%	$2.45M