← All themes

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	118	+16	+16%	$298M
52	52 Parsons PSN $4.57B	109	+7	+7%	$3.28B
53	53 nLIGHT LASR $2.07B	104	-2	-2%	$480M
54	54 DHI Group DHX $213M	96	+1	+1%	$162M
55	55 Luxfer Holdings LXFR $466M	87	-1	-1%	$408M
56	56 Graham Corp GHM $861M	80	+7	+10%	$157M
57	57 American Superconductor AMSC $1.24B	77	-2	-3%	$80.2M
58	58 Kopin KOPN $690M	64	-24	-27%	$16.2M
59	59 DELISTED Emcore Corp EMKR	57	-4	-7%	$47.2M
60	60 QuickLogic QUIK $174M	55	-6	-10%	$7.8M
61	61 Coda Octopus Group CODA $112M	51	+6	+13%	$18.1M
62	62 CPI Aerostructures CVU $66.2M	47	+8	+21%	$51.6M
63	63 Genasys GNSS $56.9M	44	+8	+22%	$55.5M
64	PAE 64 DELISTED PAE Incorporated Class A Common Stock PAE	38	0	0%	$218M
65	65 Ultralife ULBI $101M	35	0	0%	$45.3M
66	66 Gilat Satellite Networks GILT $617M	34	-1	-3%	$73.8M
67	67 Frequency Electronics FEIM $803M	32	+3	+10%	$49.7M
68	RADA 68 DELISTED Rada Electronic Industries Ltd RADA	32	+7	+28%	$37.5M
69	69 Lightpath Technologies LPTH $555M	30	-1	-3%	$2.89M
70	EMAN 70 DELISTED eMagin Corporation EMAN	24	-2	-8%	$2.56M
71	71 Energy Focus EFOI $17.2M	23	+2	+10%	$741K
72	72 Espey Mfg & Electronics Corp ESP $162M	23	+2	+10%	$9.61M
73	73 DELISTED ENGlobal Corp ENG	21	+4	+24%	$2.9M
74	74 One Stop Systems OSS $161M	21	+9	+75%	$12.6M
75	75 Bel Fuse Inc Class A BELFA $2.6B	18	0	0%	$9.57M