← 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	2,079	+54	+3%	$93B
2	2 General Dynamics GD $91.2B	1,257	+31	+3%	$44.5B
3	3 Northrop Grumman NOC $71B	1,188	+20	+2%	$43.4B
4	4 L3Harris LHX $44.8B	1,144	+10	+0.9%	$33.6B
5	5 Palantir PLTR $482B	628	+209	+50%	$6.68B
6	6 Teledyne Technologies TDY $28.7B	487	+25	+5%	$14.4B
7	7 CACI CACI $13.5B	388	-3	-0.8%	$5.31B
8	8 Curtiss-Wright CW $18.5B	309	-11	-3%	$4B
9	9 Mercury Systems MRCY $4.65B	282	+5	+2%	$3.75B
10	10 Kratos Defense & Security Solutions KTOS $7.65B	248	+14	+6%	$2.94B
11	11 Viasat VSAT $8.47B	235	+35	+18%	$2.93B
12	MAXR 12 DELISTED Maxar Technologies Inc. Common Stock MAXR	228	+31	+16%	$1.97B
13	MANT 13 DELISTED Mantech International Corp MANT	227	+3	+1%	$2.31B
14	14 TTM Technologies TTMI $10.7B	209	+13	+7%	$1.61B
15	15 C3.ai AI $1.96B	202	+43	+27%	$3.06B
16	16 Cognyte Software CGNT $651M	172	+172	–	$1.7B
17	17 Comtech Telecommunications CMTL $43.4M	146	+2	+1%	$511M
18	18 Elbit Systems ESLT $34.8B	123	-4	-3%	$705M
19	19 Telos TLS $319M	115	+8	+7%	$870M
20	RADA 20 DELISTED Rada Electronic Industries Ltd RADA	93	+25	+37%	$287M
21	21 DELISTED Emcore Corp EMKR	84	+14	+20%	$128M
22	22 Gilat Satellite Networks GILT $620M	81	+29	+56%	$92.1M
23	23 908 Devices MASS $491M	72	+2	+3%	$414M
24	24 BlackSky Technology BKSY $755M	61	-6	-9%	$117M
25	25 Palladyne AI PDYN $201M	48	+48	–	$130M