← 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	1,370	+21	+2%	$88.5B
2	2 General Dynamics GD $91B	732	+31	+4%	$34B
3	3 Northrop Grumman NOC $70.9B	638	+17	+3%	$22.6B
4	4 L3Harris LHX $44.7B	472	-4	-0.8%	$6.63B
5	5 CACI CACI $13.4B	215	0	0%	$2.05B
6	6 Curtiss-Wright CW $18.4B	206	+17	+9%	$2.47B
7	7 Teledyne Technologies TDY $28.4B	200	+1	+0.5%	$3.07B
8	MANT 8 DELISTED Mantech International Corp MANT	146	-3	-2%	$702M
9	9 TTM Technologies TTMI $10.1B	139	-15	-10%	$453M
10	10 Viasat VSAT $8.16B	139	+6	+5%	$2.7B
11	11 Comtech Telecommunications CMTL $43.1M	133	-2	-1%	$427M
12	12 Mercury Systems MRCY $4.56B	111	+3	+3%	$386M
13	13 Kratos Defense & Security Solutions KTOS $7.52B	100	-1	-1%	$210M
14	14 DELISTED Emcore Corp EMKR	64	-1	-2%	$83.3M
15	15 Elbit Systems ESLT $34.7B	60	+12	+25%	$139M
16	16 Frequency Electronics FEIM $774M	34	+3	+10%	$43.4M
17	17 Ocean Power Technologies OPTT $5.96M	21	-1	-5%	$6.39M
18	18 Gilat Satellite Networks GILT $615M	20	0	0%	$60M
19	19 Lightpath Technologies LPTH $553M	16	+2	+14%	$1.21M
20	RADA 20 DELISTED Rada Electronic Industries Ltd RADA	5	-1	-17%	$76K
21	21 C3.ai AI $1.9B	–	–	–	–
22	22 Airship AI Holdings AISP $70.9M	–	–	–	–
23	23 AEVEX Corp AVEX $1.03B	–	–	–	–
24	24 BigBear.ai BBAI $1.08B	–	–	–	–
25	25 BlackSky Technology BKSY $726M	–	–	–	–