← 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	1,391	-101	-7%	$65B
2	2 General Dynamics GD $90.5B	855	+23	+3%	$38.3B
3	3 Northrop Grumman NOC $70.4B	724	+24	+3%	$25.2B
4	4 L3Harris LHX $44.2B	540	-4	-0.7%	$7.61B
5	5 CACI CACI $13.3B	211	-8	-4%	$1.66B
6	6 Teledyne Technologies TDY $28.2B	204	-5	-2%	$2.71B
7	7 Curtiss-Wright CW $18.5B	195	-9	-4%	$2.29B
8	8 Mercury Systems MRCY $4.61B	146	+15	+11%	$493M
9	9 TTM Technologies TTMI $10.9B	146	-23	-14%	$440M
10	10 Viasat VSAT $8.5B	142	+4	+3%	$2.89B
11	MANT 11 DELISTED Mantech International Corp MANT	139	+5	+4%	$580M
12	12 Comtech Telecommunications CMTL $38.4M	128	-6	-4%	$278M
13	13 DELISTED Emcore Corp EMKR	98	+8	+9%	$137M
14	14 Kratos Defense & Security Solutions KTOS $7.38B	91	-9	-9%	$123M
15	15 Elbit Systems ESLT $32.9B	63	+5	+9%	$200M
16	16 Frequency Electronics FEIM $803M	34	-4	-11%	$40.8M
17	17 Gilat Satellite Networks GILT $617M	16	-1	-6%	$17.4M
18	18 Lightpath Technologies LPTH $555M	16	+1	+7%	$1.44M
19	19 Ocean Power Technologies OPTT $5.92M	12	-4	-25%	$273K
20	RADA 20 DELISTED Rada Electronic Industries Ltd RADA	6	-1	-14%	$318K
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	–	–	–	–