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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	116	0	0%	$801M
52	52 DELISTED CIRCOR International, Inc CIR	110	-2	-2%	$537M
53	53 Embraer S.A. ADS EMBJ $12.7B	110	-20	-15%	$273M
54	54 Ducommun DCO $2.54B	99	-6	-6%	$323M
55	55 American Superconductor AMSC $1.24B	89	+12	+16%	$202M
56	56 DHI Group DHX $213M	81	-5	-6%	$90.1M
57	PAE 57 DELISTED PAE Incorporated Class A Common Stock PAE	78	-4	-5%	$647M
58	58 Graham Corp GHM $861M	76	-4	-5%	$99.2M
59	59 Luxfer Holdings LXFR $466M	76	-1	-1%	$319M
60	60 Gilat Satellite Networks GILT $617M	65	-7	-10%	$101M
61	61 Genasys GNSS $56.9M	62	+6	+11%	$115M
62	62 BlackSky Technology BKSY $722M	55	+11	+25%	$230M
63	RADA 63 DELISTED Rada Electronic Industries Ltd RADA	55	+5	+10%	$84M
64	64 DELISTED Emcore Corp EMKR	53	-7	-12%	$52.2M
65	65 Kopin KOPN $690M	52	-1	-2%	$22M
66	66 Ultralife ULBI $101M	44	-2	-4%	$32.9M
67	67 Lightpath Technologies LPTH $555M	41	-6	-13%	$15.3M
68	EMAN 68 DELISTED eMagin Corporation EMAN	33	+8	+32%	$8.58M
69	69 CPI Aerostructures CVU $66.2M	32	-2	-6%	$9.26M
70	70 AgEagle Aerial Systems UAVS $45.2M	32	+20	+167%	$4.79M
71	71 Frequency Electronics FEIM $803M	29	0	0%	$58.5M
72	72 QuickLogic QUIK $174M	26	-1	-4%	$8.97M
73	73 Coda Octopus Group CODA $112M	25	-8	-24%	$8.96M
74	74 One Stop Systems OSS $161M	23	+4	+21%	$9.27M
75	75 DELISTED ENGlobal Corp ENG	21	+2	+11%	$2.97M