← 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	1,368	-8	-0.6%	$78.7B
2	2 General Dynamics GD $90.5B	765	+26	+4%	$37.6B
3	3 Northrop Grumman NOC $70.4B	628	+5	+0.8%	$22.9B
4	4 L3Harris LHX $44.2B	457	-21	-4%	$5.83B
5	5 Curtiss-Wright CW $18.5B	210	+3	+1%	$2.57B
6	6 Teledyne Technologies TDY $28.2B	201	+12	+6%	$2.97B
7	7 CACI CACI $13.3B	194	-21	-10%	$1.78B
8	8 Comtech Telecommunications CMTL $38.4M	147	+6	+4%	$487M
9	MANT 9 DELISTED Mantech International Corp MANT	131	-7	-5%	$631M
10	10 Viasat VSAT $8.5B	131	-9	-6%	$2.38B
11	11 Mercury Systems MRCY $4.61B	125	+1	+0.8%	$325M
12	12 TTM Technologies TTMI $10.9B	118	-9	-7%	$374M
13	13 Kratos Defense & Security Solutions KTOS $7.38B	97	-5	-5%	$194M
14	14 Elbit Systems ESLT $32.9B	63	+6	+11%	$151M
15	15 DELISTED Emcore Corp EMKR	58	+6	+12%	$105M
16	16 Frequency Electronics FEIM $803M	35	-2	-5%	$43.6M
17	17 Ocean Power Technologies OPTT $5.92M	21	-1	-5%	$1.75M
18	18 Gilat Satellite Networks GILT $617M	20	+2	+11%	$51.1M
19	19 Lightpath Technologies LPTH $555M	16	+2	+14%	$1.44M
20	RADA 20 DELISTED Rada Electronic Industries Ltd RADA	10	+5	+100%	$989K
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	–	–	–	–