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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
76	76 AEVEX Corp AVEX $981M	147	+147	–	$655M
77	77 Frequency Electronics FEIM $803M	144	+15	+12%	$498M
78	78 Luxfer Holdings LXFR $466M	138	-3	-2%	$446M
79	79 Cognyte Software CGNT $619M	134	+8	+6%	$446M
80	80 Gilat Satellite Networks GILT $617M	127	-17	-12%	$388M
81	81 Palladyne AI PDYN $206M	120	+2	+2%	$76.5M
82	82 M-tron Industries MPTI $290M	118	+21	+22%	$288M
83	83 908 Devices MASS $489M	111	-1	-0.9%	$244M
84	84 Bel Fuse Inc Class A BELFA $2.6B	109	+15	+16%	$394M
85	85 One Stop Systems OSS $161M	108	+31	+40%	$193M
86	86 HawkEye 360 Inc HAWK $1.21B	101	+101	–	$742M
87	87 QuickLogic QUIK $174M	96	+13	+16%	$146M
88	88 AIRO Group Holdings AIRO $171M	95	+1	+1%	$84M
89	89 Applied Aerospace & Defense Inc AADX $1.9B	92	+92	–	$907M
90	90 TAT Technologies TATT $413M	91	+14	+18%	$365M
91	91 The Elmet Group ELMT $588M	83	+83	–	$230M
92	92 Airship AI Holdings AISP $72.3M	79	-6	-7%	$11.9M
93	93 DHI Group DHX $213M	78	+13	+20%	$104M
94	94 Espey Mfg & Electronics Corp ESP $162M	78	+14	+22%	$72.4M
95	95 Ocean Power Technologies OPTT $5.92M	78	+12	+18%	$8.65M
96	96 Comtech Telecommunications CMTL $38.4M	77	-7	-8%	$27.6M
97	97 Kodiak AI KDK $313M	75	+20	+36%	$430M
98	98 Swarmer Inc SWMR $141M	72	+39	+118%	$45.4M
99	99 ZenaTech Inc ZENA $219M	69	+32	+86%	$12M
100	100 Taylor Devices TAYD $176M	66	-6	-8%	$87.7M