← 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	2,294	+106	+5%	$118B
2	2 General Dynamics GD $90.5B	1,474	+59	+4%	$57.3B
3	3 Northrop Grumman NOC $70.4B	1,357	+107	+9%	$57.5B
4	4 L3Harris LHX $44.2B	1,235	+27	+2%	$39.4B
5	5 Palantir PLTR $483B	830	+1	+0.1%	$8.64B
6	6 Teledyne Technologies TDY $28.2B	622	+12	+2%	$19.7B
7	7 CACI CACI $13.3B	403	-6	-1%	$8.39B
8	8 Curtiss-Wright CW $18.5B	352	+12	+4%	$4.75B
9	9 Mercury Systems MRCY $4.61B	254	+2	+0.8%	$3.77B
10	10 Kratos Defense & Security Solutions KTOS $7.38B	239	-3	-1%	$2.17B
11	MANT 11 DELISTED Mantech International Corp MANT	238	+17	+8%	$2.35B
12	12 Viasat VSAT $8.5B	230	+4	+2%	$3B
13	13 C3.ai AI $1.88B	229	-23	-9%	$1.03B
14	MAXR 14 DELISTED Maxar Technologies Inc. Common Stock MAXR	225	+15	+7%	$2.23B
15	15 TTM Technologies TTMI $10.9B	184	-22	-11%	$1.48B
16	16 Cognyte Software CGNT $619M	158	-7	-4%	$690M
17	17 Elbit Systems ESLT $32.9B	142	+16	+13%	$1.09B
18	18 Planet Labs PL $5.14B	137	+22	+19%	$435M
19	19 Telos TLS $312M	134	+9	+7%	$413M
20	20 Comtech Telecommunications CMTL $38.4M	133	-11	-8%	$318M
21	21 DELISTED Emcore Corp EMKR	106	-5	-5%	$96.2M
22	RADA 22 DELISTED Rada Electronic Industries Ltd RADA	99	+21	+27%	$376M
23	23 908 Devices MASS $489M	84	-3	-3%	$384M
24	24 Gilat Satellite Networks GILT $617M	81	-17	-17%	$140M
25	25 BlackSky Technology BKSY $722M	65	+3	+5%	$32.7M