← 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	1,376	+6	+0.4%	$87.8B
2	2 General Dynamics GD $90.5B	739	+7	+1%	$35.3B
3	3 Northrop Grumman NOC $70.4B	623	-15	-2%	$21.3B
4	4 L3Harris LHX $44.2B	478	+6	+1%	$6.78B
5	5 CACI CACI $13.3B	215	0	0%	$1.93B
6	6 Curtiss-Wright CW $18.5B	207	+1	+0.5%	$2.59B
7	7 Teledyne Technologies TDY $28.2B	189	-11	-6%	$3.09B
8	8 Comtech Telecommunications CMTL $38.4M	141	+8	+6%	$489M
9	9 Viasat VSAT $8.5B	140	+1	+0.7%	$2.35B
10	MANT 10 DELISTED Mantech International Corp MANT	138	-8	-5%	$726M
11	11 TTM Technologies TTMI $10.9B	127	-12	-9%	$447M
12	12 Mercury Systems MRCY $4.61B	124	+13	+12%	$326M
13	13 Kratos Defense & Security Solutions KTOS $7.38B	102	+2	+2%	$230M
14	14 Elbit Systems ESLT $32.9B	57	-3	-5%	$124M
15	15 DELISTED Emcore Corp EMKR	52	-12	-19%	$66.2M
16	16 Frequency Electronics FEIM $803M	37	+3	+9%	$49.8M
17	17 Ocean Power Technologies OPTT $5.92M	22	+1	+5%	$2.38M
18	18 Gilat Satellite Networks GILT $617M	18	-2	-10%	$56.1M
19	19 Lightpath Technologies LPTH $555M	14	-2	-13%	$1.25M
20	RADA 20 DELISTED Rada Electronic Industries Ltd RADA	5	0	0%	$70K
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	–	–	–	–