← 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	1,452	+33	+2%	$69.6B
2	2 General Dynamics GD $90.5B	857	-27	-3%	$35B
3	3 Northrop Grumman NOC $70.4B	790	+8	+1%	$29.5B
4	4 L3Harris LHX $44.2B	560	+11	+2%	$8.46B
5	5 CACI CACI $13.3B	246	+21	+9%	$2.44B
6	6 Curtiss-Wright CW $18.5B	216	+20	+10%	$2.73B
7	7 Teledyne Technologies TDY $28.2B	216	+7	+3%	$2.7B
8	8 Mercury Systems MRCY $4.61B	166	+19	+13%	$635M
9	MANT 9 DELISTED Mantech International Corp MANT	161	+3	+2%	$743M
10	10 TTM Technologies TTMI $10.9B	157	+13	+9%	$477M
11	11 Viasat VSAT $8.5B	152	+12	+9%	$3.44B
12	12 Comtech Telecommunications CMTL $38.4M	131	+7	+6%	$317M
13	13 Kratos Defense & Security Solutions KTOS $7.38B	109	+11	+11%	$191M
14	14 DELISTED Emcore Corp EMKR	93	-8	-8%	$90M
15	15 Elbit Systems ESLT $32.9B	81	+19	+31%	$1.5B
16	16 Frequency Electronics FEIM $803M	31	0	0%	$37M
17	17 Lightpath Technologies LPTH $555M	26	+2	+8%	$3.92M
18	18 Gilat Satellite Networks GILT $617M	16	+1	+7%	$27.2M
19	19 Ocean Power Technologies OPTT $5.92M	8	+3	+60%	$205K
20	RADA 20 DELISTED Rada Electronic Industries Ltd RADA	6	+2	+50%	$117K
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	–	–	–	–