← 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	2,415	+191	+9%	$119B
2	2 General Dynamics GD $90.5B	1,576	+139	+10%	$58.3B
3	3 Northrop Grumman NOC $70.4B	1,503	+128	+9%	$69.5B
4	4 L3Harris LHX $44.2B	1,247	+64	+5%	$32.2B
5	5 Palantir PLTR $483B	806	0	0%	$4.35B
6	6 Teledyne Technologies TDY $28.2B	594	+31	+6%	$17.1B
7	7 CACI CACI $13.3B	435	+35	+9%	$5.98B
8	8 Curtiss-Wright CW $18.5B	381	+44	+13%	$5.24B
9	MAXR 9 DELISTED Maxar Technologies Inc. Common Stock MAXR	265	+55	+26%	$3.03B
10	10 Kratos Defense & Security Solutions KTOS $7.38B	246	-1	-0.4%	$1.08B
11	11 Mercury Systems MRCY $4.61B	234	-1	-0.4%	$2.55B
12	12 C3.ai AI $1.88B	219	-6	-3%	$492M
13	13 TTM Technologies TTMI $10.9B	209	-11	-5%	$1.38B
14	14 Viasat VSAT $8.5B	209	+4	+2%	$1.91B
15	15 Planet Labs PL $5.14B	183	+13	+8%	$511M
16	16 Elbit Systems ESLT $32.9B	146	+8	+6%	$1.29B
17	17 Comtech Telecommunications CMTL $38.4M	131	-12	-8%	$235M
18	18 Telos TLS $312M	123	+1	+0.8%	$203M
19	19 Leonardo DRS DRS $9.33B	107	+107	–	$436M
20	20 Cognyte Software CGNT $619M	99	-25	-20%	$135M
21	21 908 Devices MASS $489M	92	+11	+14%	$165M
22	22 Gilat Satellite Networks GILT $617M	80	+8	+11%	$105M
23	23 BlackSky Technology BKSY $722M	72	+11	+18%	$43.5M
24	24 Palladyne AI PDYN $206M	69	+2	+3%	$15.6M
25	25 DELISTED Emcore Corp EMKR	68	-9	-12%	$17.9M