← 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 $252B	1,854	-1	-0.1%	$66.9B
2	2 Northrop Grumman NOC $71.5B	1,141	+4	+0.4%	$43.5B
3	3 General Dynamics GD $91.2B	1,129	-26	-2%	$34.3B
4	4 L3Harris LHX $44.8B	1,042	-58	-5%	$29.1B
5	5 Teledyne Technologies TDY $28.5B	440	-5	-1%	$9.88B
6	6 CACI CACI $13.5B	377	-23	-6%	$4.67B
7	7 Curtiss-Wright CW $18.5B	315	+4	+1%	$3.1B
8	8 Mercury Systems MRCY $4.56B	277	-13	-4%	$4.18B
9	MANT 9 DELISTED Mantech International Corp MANT	226	-1	-0.4%	$1.84B
10	10 Kratos Defense & Security Solutions KTOS $7.49B	214	-17	-7%	$2.14B
11	11 Viasat VSAT $8.22B	213	+14	+7%	$1.95B
12	12 TTM Technologies TTMI $10.3B	190	+8	+4%	$1.3B
13	MAXR 13 DELISTED Maxar Technologies Inc. Common Stock MAXR	178	+27	+18%	$1.08B
14	14 Palantir PLTR $478B	165	+165	–	$1.67B
15	15 Comtech Telecommunications CMTL $43.7M	151	-3	-2%	$279M
16	16 Elbit Systems ESLT $34.9B	123	+1	+0.8%	$505M
17	17 Gilat Satellite Networks GILT $615M	65	-7	-10%	$101M
18	18 BlackSky Technology BKSY $720M	55	+11	+25%	$230M
19	RADA 19 DELISTED Rada Electronic Industries Ltd RADA	55	+5	+10%	$84M
20	20 DELISTED Emcore Corp EMKR	53	-7	-12%	$52.2M
21	21 Lightpath Technologies LPTH $552M	41	-6	-13%	$15.3M
22	22 Frequency Electronics FEIM $781M	29	0	0%	$58.5M
23	23 Coda Octopus Group CODA $113M	25	-8	-24%	$8.96M
24	24 Ocean Power Technologies OPTT $6.04M	11	0	0%	$240K
25	HLSQ 25 Tessera Defense and Homeland Security Inc. HLSQ $2.08M	9	-2	-18%	$39.5M