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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 $1.94B	116	+9	+8%	$708M
52	52 DELISTED CIRCOR International, Inc CIR	112	-1	-0.9%	$500M
53	53 Ducommun DCO $2.54B	105	-3	-3%	$346M
54	54 DHI Group DHX $215M	86	-1	-1%	$84.3M
55	PAE 55 DELISTED PAE Incorporated Class A Common Stock PAE	82	+33	+67%	$746M
56	56 Graham Corp GHM $808M	80	+4	+5%	$98M
57	57 American Superconductor AMSC $1.2B	77	+2	+3%	$94.1M
58	58 Luxfer Holdings LXFR $466M	77	+2	+3%	$362M
59	59 Gilat Satellite Networks GILT $608M	72	0	0%	$117M
60	60 DELISTED Emcore Corp EMKR	60	+5	+9%	$52M
61	61 Genasys GNSS $55.6M	56	+16	+40%	$95.1M
62	62 Kopin KOPN $663M	53	+6	+13%	$21M
63	RADA 63 DELISTED Rada Electronic Industries Ltd RADA	50	+2	+4%	$101M
64	64 Lightpath Technologies LPTH $546M	47	+18	+62%	$22.2M
65	65 Ultralife ULBI $100M	46	+11	+31%	$40.2M
66	66 BlackSky Technology BKSY $717M	44	+11	+33%	$207M
67	67 CPI Aerostructures CVU $66.4M	34	+1	+3%	$11.4M
68	68 Coda Octopus Group CODA $112M	33	-8	-20%	$8.45M
69	69 Frequency Electronics FEIM $771M	29	+3	+12%	$51.9M
70	70 QuickLogic QUIK $167M	27	+2	+8%	$8.75M
71	EMAN 71 DELISTED eMagin Corporation EMAN	25	+5	+25%	$4.05M
72	72 Espey Mfg & Electronics Corp ESP $158M	22	+2	+10%	$6.79M
73	73 Air Industries Group AIRI $12.1M	19	-1	-5%	$2.94M
74	74 DELISTED ENGlobal Corp ENG	19	+2	+12%	$3.37M
75	75 One Stop Systems OSS $155M	19	-7	-27%	$8.46M