← 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	1,582	+42	+3%	$78B
2	2 General Dynamics GD $90.5B	1,036	+13	+1%	$51.2B
3	3 Northrop Grumman NOC $70.4B	901	+11	+1%	$36.3B
4	4 L3Harris LHX $44.2B	600	+2	+0.3%	$11.2B
5	5 Teledyne Technologies TDY $28.2B	259	+15	+6%	$3.79B
6	6 TTM Technologies TTMI $10.9B	245	+8	+3%	$1.82B
7	7 CACI CACI $13.3B	240	-7	-3%	$2.77B
8	8 Curtiss-Wright CW $18.5B	235	-27	-10%	$3.14B
9	9 Mercury Systems MRCY $4.61B	200	+7	+4%	$1.95B
10	10 Viasat VSAT $8.5B	194	+1	+0.5%	$3.85B
11	MANT 11 DELISTED Mantech International Corp MANT	171	+14	+9%	$1.02B
12	12 Kratos Defense & Security Solutions KTOS $7.38B	139	+9	+7%	$758M
13	13 Comtech Telecommunications CMTL $38.4M	122	+10	+9%	$397M
14	14 Elbit Systems ESLT $32.9B	106	-13	-11%	$596M
15	15 DELISTED Emcore Corp EMKR	101	-3	-3%	$218M
16	16 Lightpath Technologies LPTH $555M	33	+3	+10%	$20.2M
17	17 Frequency Electronics FEIM $803M	32	+5	+19%	$32.5M
18	18 Gilat Satellite Networks GILT $617M	17	+2	+13%	$23.4M
19	19 Ocean Power Technologies OPTT $5.92M	15	0	0%	$575K
20	RADA 20 DELISTED Rada Electronic Industries Ltd RADA	5	+2	+67%	$462K
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	–	–	–	–