← 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	1,457	+89	+7%	$85.1B
2	2 General Dynamics GD $90.5B	846	+81	+11%	$40.4B
3	3 Northrop Grumman NOC $70.4B	674	+46	+7%	$24.7B
4	4 L3Harris LHX $44.2B	471	+14	+3%	$6.2B
5	5 Teledyne Technologies TDY $28.2B	219	+18	+9%	$3.19B
6	6 Curtiss-Wright CW $18.5B	207	-3	-1%	$2.69B
7	7 CACI CACI $13.3B	206	+12	+6%	$1.99B
8	8 Viasat VSAT $8.5B	150	+19	+15%	$2.62B
9	9 Comtech Telecommunications CMTL $38.4M	145	-2	-1%	$412M
10	MANT 10 DELISTED Mantech International Corp MANT	138	+7	+5%	$687M
11	11 TTM Technologies TTMI $10.9B	135	+17	+14%	$418M
12	12 Mercury Systems MRCY $4.61B	124	-1	-0.8%	$415M
13	13 Kratos Defense & Security Solutions KTOS $7.38B	109	+12	+12%	$137M
14	14 DELISTED Emcore Corp EMKR	64	+6	+10%	$103M
15	15 Elbit Systems ESLT $32.9B	63	0	0%	$143M
16	16 Frequency Electronics FEIM $803M	34	-1	-3%	$42.7M
17	17 Ocean Power Technologies OPTT $5.92M	22	+1	+5%	$886K
18	18 Gilat Satellite Networks GILT $617M	18	-2	-10%	$28.2M
19	19 Lightpath Technologies LPTH $555M	18	+2	+13%	$870K
20	RADA 20 DELISTED Rada Electronic Industries Ltd RADA	7	-3	-30%	$714K
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	–	–	–	–