← 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	2,025	+171	+9%	$84.6B
2	2 General Dynamics GD $91B	1,226	+97	+9%	$36.7B
3	3 Northrop Grumman NOC $70.8B	1,168	+27	+2%	$41.8B
4	4 L3Harris LHX $44.7B	1,134	+92	+9%	$31.8B
5	5 Teledyne Technologies TDY $28.4B	462	+22	+5%	$12.7B
6	6 Palantir PLTR $479B	419	+254	+154%	$7.71B
7	7 CACI CACI $13.4B	391	+14	+4%	$5.47B
8	8 Curtiss-Wright CW $18.3B	320	+5	+2%	$3.91B
9	9 Mercury Systems MRCY $4.58B	277	0	0%	$4.73B
10	10 Kratos Defense & Security Solutions KTOS $7.52B	234	+20	+9%	$3.02B
11	MANT 11 DELISTED Mantech International Corp MANT	224	-2	-0.9%	$2.41B
12	12 Viasat VSAT $8.12B	200	-13	-6%	$2.01B
13	MAXR 13 DELISTED Maxar Technologies Inc. Common Stock MAXR	197	+19	+11%	$1.76B
14	14 TTM Technologies TTMI $10.1B	196	+6	+3%	$1.51B
15	15 C3.ai AI $1.91B	159	+159	–	$5.95B
16	16 Comtech Telecommunications CMTL $42.5M	144	-7	-5%	$418M
17	17 Elbit Systems ESLT $34.7B	127	+4	+3%	$340M
18	18 Telos TLS $317M	107	+107	–	$593M
19	19 DELISTED Emcore Corp EMKR	70	+17	+32%	$95.7M
20	20 908 Devices MASS $491M	70	+70	–	$457M
21	RADA 21 DELISTED Rada Electronic Industries Ltd RADA	68	+13	+24%	$131M
22	22 BlackSky Technology BKSY $731M	67	+12	+22%	$273M
23	23 Gilat Satellite Networks GILT $615M	52	-13	-20%	$63.2M
24	24 Lightpath Technologies LPTH $552M	47	+6	+15%	$33.1M
25	25 Frequency Electronics FEIM $775M	25	-4	-14%	$62.9M