← 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	1,349	+69	+5%	$86.2B
2	2 General Dynamics GD $90.5B	701	+45	+7%	$29.7B
3	3 Northrop Grumman NOC $70.4B	621	+49	+9%	$21.5B
4	4 L3Harris LHX $44.2B	476	+45	+10%	$6.47B
5	5 CACI CACI $13.3B	215	+17	+9%	$2.03B
6	6 Teledyne Technologies TDY $28.2B	199	+16	+9%	$2.86B
7	7 Curtiss-Wright CW $18.5B	189	+25	+15%	$2.41B
8	8 TTM Technologies TTMI $10.9B	154	+24	+18%	$449M
9	MANT 9 DELISTED Mantech International Corp MANT	149	0	0%	$713M
10	10 Comtech Telecommunications CMTL $38.4M	135	+3	+2%	$432M
11	11 Viasat VSAT $8.5B	133	+3	+2%	$2.38B
12	12 Mercury Systems MRCY $4.61B	108	+7	+7%	$321M
13	13 Kratos Defense & Security Solutions KTOS $7.38B	101	-5	-5%	$218M
14	14 DELISTED Emcore Corp EMKR	65	+12	+23%	$96.4M
15	15 Elbit Systems ESLT $32.9B	48	+7	+17%	$97.5M
16	16 Frequency Electronics FEIM $803M	31	+2	+7%	$46.9M
17	17 Ocean Power Technologies OPTT $5.92M	22	+3	+16%	$2.56M
18	18 Gilat Satellite Networks GILT $617M	20	0	0%	$63.2M
19	19 Lightpath Technologies LPTH $555M	14	+1	+8%	$746K
20	RADA 20 DELISTED Rada Electronic Industries Ltd RADA	6	+2	+50%	$96K
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	–	–	–	–