← 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	1,471	+19	+1%	$69.8B
2	2 General Dynamics GD $90.5B	886	+29	+3%	$37.3B
3	3 Northrop Grumman NOC $70.4B	827	+37	+5%	$32.8B
4	4 L3Harris LHX $44.2B	524	-36	-6%	$9.25B
5	5 Curtiss-Wright CW $18.5B	245	+29	+13%	$2.94B
6	6 CACI CACI $13.3B	233	-13	-5%	$2.07B
7	7 Teledyne Technologies TDY $28.2B	214	-2	-0.9%	$3.04B
8	8 Mercury Systems MRCY $4.61B	171	+5	+3%	$922M
9	MANT 9 DELISTED Mantech International Corp MANT	165	+4	+2%	$906M
10	10 Viasat VSAT $8.5B	155	+3	+2%	$3.36B
11	11 TTM Technologies TTMI $10.9B	154	-3	-2%	$546M
12	12 Comtech Telecommunications CMTL $38.4M	147	+16	+12%	$266M
13	13 Kratos Defense & Security Solutions KTOS $7.38B	106	-3	-3%	$165M
14	14 Elbit Systems ESLT $32.9B	89	+8	+10%	$231M
15	15 DELISTED Emcore Corp EMKR	83	-10	-11%	$95.5M
16	16 Frequency Electronics FEIM $803M	30	-1	-3%	$35.1M
17	17 Lightpath Technologies LPTH $555M	26	0	0%	$2.35M
18	18 Gilat Satellite Networks GILT $617M	14	-2	-13%	$17.2M
19	19 Ocean Power Technologies OPTT $5.92M	10	+2	+25%	$219K
20	RADA 20 DELISTED Rada Electronic Industries Ltd RADA	6	0	0%	$107K
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	–	–	–	–