← 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	2,188	+142	+7%	$102B
2	2 General Dynamics GD $90.5B	1,415	+112	+9%	$49.7B
3	3 Northrop Grumman NOC $70.4B	1,250	+51	+4%	$50.5B
4	4 L3Harris LHX $44.2B	1,208	+62	+5%	$33B
5	5 Palantir PLTR $483B	829	+24	+3%	$12.1B
6	6 Teledyne Technologies TDY $28.2B	610	+34	+6%	$17.9B
7	7 CACI CACI $13.3B	409	+24	+6%	$5.47B
8	8 Curtiss-Wright CW $18.5B	340	+40	+13%	$4.32B
9	9 C3.ai AI $1.88B	252	+10	+4%	$1.54B
10	10 Mercury Systems MRCY $4.61B	252	+1	+0.4%	$3.14B
11	11 Kratos Defense & Security Solutions KTOS $7.38B	242	-1	-0.4%	$2.06B
12	12 Viasat VSAT $8.5B	226	+2	+0.9%	$2.77B
13	MANT 13 DELISTED Mantech International Corp MANT	221	+16	+8%	$1.96B
14	MAXR 14 DELISTED Maxar Technologies Inc. Common Stock MAXR	210	+6	+3%	$1.62B
15	15 TTM Technologies TTMI $10.9B	206	+5	+2%	$1.54B
16	16 Cognyte Software CGNT $619M	165	-11	-6%	$947M
17	17 Comtech Telecommunications CMTL $38.4M	144	+3	+2%	$466M
18	18 Elbit Systems ESLT $32.9B	126	+5	+4%	$867M
19	19 Telos TLS $312M	125	-1	-0.8%	$617M
20	20 Planet Labs PL $5.14B	115	+37	+47%	$479M
21	21 DELISTED Emcore Corp EMKR	111	+7	+7%	$187M
22	22 Gilat Satellite Networks GILT $617M	98	+8	+9%	$77.3M
23	23 908 Devices MASS $489M	87	+1	+1%	$490M
24	RADA 24 DELISTED Rada Electronic Industries Ltd RADA	78	-4	-5%	$239M
25	25 BlackSky Technology BKSY $722M	62	+7	+13%	$96.2M