← 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	2,078	-1	-0%	$103B
2	2 General Dynamics GD $90.5B	1,288	+31	+2%	$45.3B
3	3 Northrop Grumman NOC $70.4B	1,227	+39	+3%	$47.6B
4	4 L3Harris LHX $44.2B	1,154	+10	+0.9%	$35.4B
5	5 Palantir PLTR $483B	766	+138	+22%	$11.5B
6	6 Teledyne Technologies TDY $28.2B	581	+94	+19%	$17.1B
7	7 CACI CACI $13.3B	392	+4	+1%	$5.36B
8	8 Curtiss-Wright CW $18.5B	310	+1	+0.3%	$3.98B
9	9 Mercury Systems MRCY $4.61B	254	-28	-10%	$3.48B
10	10 Kratos Defense & Security Solutions KTOS $7.38B	244	-4	-2%	$3.04B
11	11 C3.ai AI $1.88B	240	+38	+19%	$2.63B
12	12 Viasat VSAT $8.5B	229	-6	-3%	$3.17B
13	MAXR 13 DELISTED Maxar Technologies Inc. Common Stock MAXR	217	-11	-5%	$2.22B
14	MANT 14 DELISTED Mantech International Corp MANT	206	-21	-9%	$2.35B
15	15 TTM Technologies TTMI $10.9B	202	-7	-3%	$1.59B
16	16 Cognyte Software CGNT $619M	176	+4	+2%	$1.46B
17	17 Comtech Telecommunications CMTL $38.4M	147	+1	+0.7%	$481M
18	18 Telos TLS $312M	132	+17	+15%	$1.15B
19	19 Elbit Systems ESLT $32.9B	117	-6	-5%	$719M
20	20 DELISTED Emcore Corp EMKR	111	+27	+32%	$257M
21	21 Palladyne AI PDYN $206M	82	+34	+71%	$243M
22	22 Gilat Satellite Networks GILT $617M	80	-1	-1%	$79.3M
23	RADA 23 DELISTED Rada Electronic Industries Ltd RADA	80	-13	-14%	$294M
24	24 908 Devices MASS $489M	74	+2	+3%	$452M
25	25 BlackSky Technology BKSY $722M	73	+12	+20%	$201M