← 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	1,280	+45	+4%	$81.7B
2	2 General Dynamics GD $90.5B	656	+22	+3%	$27.2B
3	3 Northrop Grumman NOC $70.4B	572	+25	+5%	$18.9B
4	4 L3Harris LHX $44.2B	431	+22	+5%	$5.32B
5	5 CACI CACI $13.3B	198	+6	+3%	$1.86B
6	6 Teledyne Technologies TDY $28.2B	183	+2	+1%	$2.58B
7	7 Curtiss-Wright CW $18.5B	164	+12	+8%	$1.79B
8	MANT 8 DELISTED Mantech International Corp MANT	149	-2	-1%	$692M
9	9 Comtech Telecommunications CMTL $38.4M	132	+3	+2%	$342M
10	10 TTM Technologies TTMI $10.9B	130	+3	+2%	$461M
11	11 Viasat VSAT $8.5B	130	+3	+2%	$2.42B
12	12 Kratos Defense & Security Solutions KTOS $7.38B	106	+23	+28%	$233M
13	13 Mercury Systems MRCY $4.61B	101	0	0%	$293M
14	14 DELISTED Emcore Corp EMKR	53	+4	+8%	$61.5M
15	15 Elbit Systems ESLT $32.9B	41	+6	+17%	$75.1M
16	16 Frequency Electronics FEIM $803M	29	+1	+4%	$47.5M
17	17 Gilat Satellite Networks GILT $617M	20	+2	+11%	$67.1M
18	18 Ocean Power Technologies OPTT $5.92M	19	+2	+12%	$2.74M
19	19 Lightpath Technologies LPTH $555M	13	+1	+8%	$674K
20	RADA 20 DELISTED Rada Electronic Industries Ltd RADA	4	-1	-20%	$78K
21	21 C3.ai AI $1.88B	–	–	–	–
22	22 Airship AI Holdings AISP $72.3M	–	–	–	–
23	23 AEVEX Corp AVEX $981M	–	–	–	–
24	24 BigBear.ai BBAI $1.05B	–	–	–	–
25	25 BlackSky Technology BKSY $722M	–	–	–	–