← All themes Defense Modernization

Defense Tech & C4ISR

Defense technology covers the software, sensors, and networks that connect a modern force — command, control, communications, computing, intelligence, surveillance, and reconnaissance. Budgets are shifting from platforms towards the systems that link them.

53 stocks

#	Name	Funds holding	Growth	Growth %	Fund value
1	1 RTX Corp RTX $251B	3,461	-16	-0.5%	$205B
2	2 Palantir PLTR $483B	2,856	-148	-5%	$169B
3	3 General Dynamics GD $90.5B	2,218	-7	-0.3%	$82.8B
4	4 Northrop Grumman NOC $70.4B	1,816	-79	-4%	$60.4B
5	5 L3Harris LHX $44.2B	1,698	-47	-3%	$47.5B
6	6 Curtiss-Wright CW $18.5B	950	+42	+5%	$24B
7	7 Teledyne Technologies TDY $28.2B	891	+43	+5%	$30B
8	8 TTM Technologies TTMI $10.9B	641	+117	+22%	$18.1B
9	9 Kratos Defense & Security Solutions KTOS $7.38B	631	-85	-12%	$7.69B
10	10 CACI CACI $13.3B	616	-52	-8%	$10.3B
11	11 Global X Defense Tech ETF SHLD $6.34B	610	-4	-0.7%	$4.7B
12	12 Viasat VSAT $8.5B	488	+88	+22%	$12.7B
13	13 Planet Labs PL $5.14B	484	+64	+15%	$8.46B
14	14 Mercury Systems MRCY $4.61B	393	+36	+10%	$8.02B
15	15 Elbit Systems ESLT $32.9B	388	-13	-3%	$7.28B
16	16 Leonardo DRS DRS $9.33B	380	+36	+10%	$3.03B
17	17 BigBear.ai BBAI $1.05B	328	+3	+0.9%	$691M
18	18 Redwire RDW $2.15B	324	+66	+26%	$1.74B
19	19 C3.ai AI $1.88B	321	+2	+0.6%	$884M
20	20 Infleqtion Inc INFQ $2.05B	260	+166	+177%	$1.22B
21	21 Voyager Technologies VOYG $1.58B	242	+25	+12%	$1.41B
22	22 BlackSky Technology BKSY $722M	228	+44	+24%	$841M
23	23 Lightpath Technologies LPTH $555M	163	+29	+22%	$820M
24	24 Telos TLS $312M	159	-1	-0.6%	$233M
25	25 AEVEX Corp AVEX $981M	147	+147	–	$655M