← 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	51 DELISTED CIRCOR International, Inc CIR	113	-18	-14%	$229M
52	52 Ducommun DCO $2.47B	108	-20	-16%	$240M
53	53 nLIGHT LASR $1.93B	107	-3	-3%	$322M
54	54 DHI Group DHX $211M	87	-11	-11%	$90.8M
55	55 Graham Corp GHM $801M	76	-14	-16%	$102M
56	56 American Superconductor AMSC $1.18B	75	-1	-1%	$60M
57	57 Luxfer Holdings LXFR $466M	75	-8	-10%	$371M
58	58 Gilat Satellite Networks GILT $602M	72	+37	+106%	$124M
59	59 DELISTED Emcore Corp EMKR	55	-5	-8%	$36.6M
60	PAE 60 DELISTED PAE Incorporated Class A Common Stock PAE	49	+8	+20%	$460M
61	RADA 61 DELISTED Rada Electronic Industries Ltd RADA	48	+11	+30%	$57.3M
62	62 Kopin KOPN $645M	47	-8	-15%	$6.26M
63	63 Coda Octopus Group CODA $111M	41	-10	-20%	$11.6M
64	64 Genasys GNSS $56.5M	40	-3	-7%	$53M
65	65 Ultralife ULBI $100M	35	+3	+9%	$29M
66	66 BlackSky Technology BKSY $697M	33	+21	+175%	$171M
67	67 CPI Aerostructures CVU $66.2M	33	-9	-21%	$10.8M
68	68 Lightpath Technologies LPTH $525M	29	+3	+12%	$4.7M
69	69 Frequency Electronics FEIM $762M	26	-5	-16%	$51.4M
70	70 One Stop Systems OSS $148M	26	+5	+24%	$7.62M
71	71 QuickLogic QUIK $166M	25	0	0%	$4.61M
72	72 Energy Focus EFOI $18.3M	24	+5	+26%	$641K
73	73 Air Industries Group AIRI $12.1M	20	-1	-5%	$2.74M
74	EMAN 74 DELISTED eMagin Corporation EMAN	20	-4	-17%	$1.15M
75	75 Espey Mfg & Electronics Corp ESP $158M	20	+2	+11%	$7.63M