← 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 $252B	1,419	+28	+2%	$68.5B
2	2 General Dynamics GD $91.3B	884	+29	+3%	$37.3B
3	3 Northrop Grumman NOC $71.5B	782	+58	+8%	$28.1B
4	4 L3Harris LHX $44.8B	549	+9	+2%	$9.4B
5	5 CACI CACI $13.6B	225	+14	+7%	$2.1B
6	6 Teledyne Technologies TDY $28.4B	209	+5	+2%	$2.68B
7	7 Curtiss-Wright CW $18.4B	196	+1	+0.5%	$2.39B
8	MANT 8 DELISTED Mantech International Corp MANT	158	+19	+14%	$688M
9	9 Mercury Systems MRCY $4.56B	147	+1	+0.7%	$573M
10	10 TTM Technologies TTMI $10.1B	144	-2	-1%	$469M
11	11 Viasat VSAT $8.25B	140	-2	-1%	$2.82B
12	12 Comtech Telecommunications CMTL $41.6M	124	-4	-3%	$269M
13	13 DELISTED Emcore Corp EMKR	101	+3	+3%	$126M
14	14 Kratos Defense & Security Solutions KTOS $7.5B	98	+7	+8%	$163M
15	15 Elbit Systems ESLT $34.7B	62	-1	-2%	$204M
16	16 Frequency Electronics FEIM $783M	31	-3	-9%	$41.4M
17	17 Lightpath Technologies LPTH $552M	24	+8	+50%	$3.56M
18	18 Gilat Satellite Networks GILT $617M	15	-1	-6%	$11.5M
19	19 Ocean Power Technologies OPTT $5.91M	5	-7	-58%	$81K
20	RADA 20 DELISTED Rada Electronic Industries Ltd RADA	4	-2	-33%	$44K
21	21 C3.ai AI $1.91B	–	–	–	–
22	22 Airship AI Holdings AISP $70.3M	–	–	–	–
23	23 AEVEX Corp AVEX $1.03B	–	–	–	–
24	24 BigBear.ai BBAI $1.09B	–	–	–	–
25	25 BlackSky Technology BKSY $721M	–	–	–	–