← 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	1,540	+16	+1%	$72.2B
2	2 General Dynamics GD $90.5B	1,023	+44	+4%	$49.1B
3	3 Northrop Grumman NOC $70.4B	890	-2	-0.2%	$33.8B
4	4 L3Harris LHX $44.2B	598	-9	-1%	$11.6B
5	5 Curtiss-Wright CW $18.5B	262	-15	-5%	$3.15B
6	6 CACI CACI $13.3B	247	-2	-0.8%	$2.63B
7	7 Teledyne Technologies TDY $28.2B	244	-6	-2%	$3.77B
8	8 TTM Technologies TTMI $10.9B	237	-6	-2%	$1.69B
9	9 Mercury Systems MRCY $4.61B	193	+10	+5%	$1.85B
10	10 Viasat VSAT $8.5B	193	-3	-2%	$3.51B
11	MANT 11 DELISTED Mantech International Corp MANT	157	-13	-8%	$853M
12	12 Kratos Defense & Security Solutions KTOS $7.38B	130	+2	+2%	$486M
13	13 Elbit Systems ESLT $32.9B	119	+20	+20%	$518M
14	14 Comtech Telecommunications CMTL $38.4M	112	-13	-10%	$287M
15	15 DELISTED Emcore Corp EMKR	104	+2	+2%	$180M
16	16 Lightpath Technologies LPTH $555M	30	+1	+3%	$18.3M
17	17 Frequency Electronics FEIM $803M	27	-3	-10%	$35.4M
18	18 Gilat Satellite Networks GILT $617M	15	-1	-6%	$22.9M
19	19 Ocean Power Technologies OPTT $5.92M	15	0	0%	$931K
20	RADA 20 DELISTED Rada Electronic Industries Ltd RADA	3	+1	+50%	$74K
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	–	–	–	–