← 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	1,474	+3	+0.2%	$67.6B
2	2 General Dynamics GD $90.5B	874	-12	-1%	$41.6B
3	3 Northrop Grumman NOC $70.4B	805	-22	-3%	$30.9B
4	4 L3Harris LHX $44.2B	543	+19	+4%	$9.77B
5	5 Curtiss-Wright CW $18.5B	255	+10	+4%	$3.12B
6	6 CACI CACI $13.3B	226	-7	-3%	$2.26B
7	7 Teledyne Technologies TDY $28.2B	225	+11	+5%	$3.31B
8	8 TTM Technologies TTMI $10.9B	196	+42	+27%	$875M
9	MANT 9 DELISTED Mantech International Corp MANT	174	+9	+5%	$932M
10	10 Viasat VSAT $8.5B	166	+11	+7%	$3.46B
11	11 Mercury Systems MRCY $4.61B	162	-9	-5%	$928M
12	12 Comtech Telecommunications CMTL $38.4M	126	-21	-14%	$252M
13	13 Kratos Defense & Security Solutions KTOS $7.38B	117	+11	+10%	$284M
14	14 Elbit Systems ESLT $32.9B	90	+1	+1%	$358M
15	15 DELISTED Emcore Corp EMKR	83	0	0%	$97.6M
16	16 Frequency Electronics FEIM $803M	30	0	0%	$38.6M
17	17 Lightpath Technologies LPTH $555M	23	-3	-12%	$1.98M
18	18 Gilat Satellite Networks GILT $617M	15	+1	+7%	$19.7M
19	19 Ocean Power Technologies OPTT $5.92M	10	0	0%	$675K
20	RADA 20 DELISTED Rada Electronic Industries Ltd RADA	2	-4	-67%	$67K
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	–	–	–	–