← 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	2,224	-65	-3%	$96.4B
2	2 General Dynamics GD $90.5B	1,437	-40	-3%	$50B
3	3 Northrop Grumman NOC $70.4B	1,375	-5	-0.4%	$61.1B
4	4 L3Harris LHX $44.2B	1,183	-18	-1%	$32.8B
5	5 Palantir PLTR $483B	806	0	0%	$5.45B
6	6 Teledyne Technologies TDY $28.2B	563	-28	-5%	$14.6B
7	7 CACI CACI $13.3B	400	+7	+2%	$5.4B
8	8 Curtiss-Wright CW $18.5B	337	+1	+0.3%	$4.59B
9	9 Kratos Defense & Security Solutions KTOS $7.38B	247	-8	-3%	$1.08B
10	10 Mercury Systems MRCY $4.61B	235	-17	-7%	$2.33B
11	11 C3.ai AI $1.88B	225	+11	+5%	$578M
12	12 TTM Technologies TTMI $10.9B	220	+20	+10%	$1.31B
13	MAXR 13 DELISTED Maxar Technologies Inc. Common Stock MAXR	210	-8	-4%	$1.09B
14	14 Viasat VSAT $8.5B	205	+2	+1%	$1.91B
15	15 Planet Labs PL $5.14B	170	+8	+5%	$632M
16	16 Comtech Telecommunications CMTL $38.4M	143	+5	+4%	$202M
17	17 Elbit Systems ESLT $32.9B	138	-7	-5%	$1.6B
18	18 Cognyte Software CGNT $619M	124	-19	-13%	$230M
19	19 Telos TLS $312M	122	-11	-8%	$361M
20	RADA 20 DELISTED Rada Electronic Industries Ltd RADA	87	-13	-13%	$294M
21	21 908 Devices MASS $489M	81	+4	+5%	$360M
22	22 DELISTED Emcore Corp EMKR	77	-11	-13%	$34.4M
23	23 Gilat Satellite Networks GILT $617M	72	-5	-6%	$91.4M
24	24 Palladyne AI PDYN $206M	67	+7	+12%	$61.5M
25	25 BlackSky Technology BKSY $722M	61	+6	+11%	$24.6M