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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 Elbit Systems ESLT $34.8B	126	-3	-2%	$684M
52	52 Parsons PSN $4.71B	116	+7	+6%	$4.08B
53	53 nLIGHT LASR $2.05B	110	+6	+6%	$612M
54	54 DHI Group DHX $217M	98	+2	+2%	$127M
55	55 Graham Corp GHM $835M	90	+10	+13%	$175M
56	56 Luxfer Holdings LXFR $465M	83	-4	-5%	$479M
57	57 American Superconductor AMSC $1.3B	76	-1	-1%	$83.5M
58	58 DELISTED Emcore Corp EMKR	60	+3	+5%	$48.1M
59	59 Kopin KOPN $688M	55	-9	-14%	$8.38M
60	60 Coda Octopus Group CODA $112M	51	0	0%	$17.5M
61	61 Genasys GNSS $58.7M	43	-1	-2%	$53M
62	62 CPI Aerostructures CVU $65.9M	42	-5	-11%	$41.9M
63	PAE 63 DELISTED PAE Incorporated Class A Common Stock PAE	41	+3	+8%	$356M
64	RADA 64 DELISTED Rada Electronic Industries Ltd RADA	37	+5	+16%	$42.3M
65	65 Gilat Satellite Networks GILT $620M	35	+1	+3%	$72.5M
66	66 Ultralife ULBI $102M	32	-3	-9%	$44.4M
67	67 Frequency Electronics FEIM $789M	31	-1	-3%	$56.2M
68	68 Lightpath Technologies LPTH $574M	26	-4	-13%	$2.95M
69	69 QuickLogic QUIK $171M	25	-30	-55%	$8.37M
70	EMAN 70 DELISTED eMagin Corporation EMAN	24	0	0%	$2.25M
71	71 Air Industries Group AIRI $12.3M	21	+4	+24%	$4.96M
72	72 Bel Fuse Inc Class A BELFA $2.55B	21	+3	+17%	$14.5M
73	73 DELISTED ENGlobal Corp ENG	21	0	0%	$2.97M
74	74 One Stop Systems OSS $163M	21	0	0%	$10M
75	75 Energy Focus EFOI $18.2M	19	-4	-17%	$746K