← 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	1,492	-3	-0.2%	$81B
2	2 General Dynamics GD $90.5B	832	+3	+0.4%	$40.4B
3	3 Northrop Grumman NOC $70.4B	700	-5	-0.7%	$25.2B
4	4 L3Harris LHX $44.2B	544	+58	+12%	$7.91B
5	5 CACI CACI $13.3B	219	+11	+5%	$1.83B
6	6 Teledyne Technologies TDY $28.2B	209	-7	-3%	$3.23B
7	7 Curtiss-Wright CW $18.5B	204	-13	-6%	$2.7B
8	8 TTM Technologies TTMI $10.9B	169	+34	+25%	$734M
9	9 Viasat VSAT $8.5B	138	-7	-5%	$2.56B
10	10 Comtech Telecommunications CMTL $38.4M	134	+1	+0.8%	$396M
11	MANT 11 DELISTED Mantech International Corp MANT	134	+3	+2%	$659M
12	12 Mercury Systems MRCY $4.61B	131	+2	+2%	$448M
13	13 Kratos Defense & Security Solutions KTOS $7.38B	100	-1	-1%	$178M
14	14 DELISTED Emcore Corp EMKR	90	+22	+32%	$117M
15	15 Elbit Systems ESLT $32.9B	58	-5	-8%	$174M
16	16 Frequency Electronics FEIM $803M	38	+5	+15%	$44.2M
17	17 Gilat Satellite Networks GILT $617M	17	-3	-15%	$27.4M
18	18 Ocean Power Technologies OPTT $5.92M	16	-4	-20%	$375K
19	19 Lightpath Technologies LPTH $555M	15	-1	-6%	$1.64M
20	RADA 20 DELISTED Rada Electronic Industries Ltd RADA	7	-4	-36%	$439K
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	–	–	–	–