← 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	2,418	+3	+0.1%	$115B
2	2 General Dynamics GD $90.5B	1,544	-32	-2%	$54.3B
3	3 Northrop Grumman NOC $70.4B	1,414	-89	-6%	$57.5B
4	4 L3Harris LHX $44.2B	1,212	-35	-3%	$30.5B
5	5 Palantir PLTR $483B	810	+4	+0.5%	$5.69B
6	6 Teledyne Technologies TDY $28.2B	601	+7	+1%	$19.2B
7	7 CACI CACI $13.3B	421	-14	-3%	$6.06B
8	8 Curtiss-Wright CW $18.5B	387	+6	+2%	$5.58B
9	9 C3.ai AI $1.88B	303	+84	+38%	$1.74B
10	MAXR 10 DELISTED Maxar Technologies Inc. Common Stock MAXR	260	-5	-2%	$3.13B
11	11 Kratos Defense & Security Solutions KTOS $7.38B	244	-2	-0.8%	$1.46B
12	12 Mercury Systems MRCY $4.61B	244	+10	+4%	$2.94B
13	13 Viasat VSAT $8.5B	202	-7	-3%	$2.34B
14	14 TTM Technologies TTMI $10.9B	191	-18	-9%	$1.34B
15	15 Planet Labs PL $5.14B	175	-8	-4%	$456M
16	16 Elbit Systems ESLT $32.9B	150	+4	+3%	$2.32B
17	17 Comtech Telecommunications CMTL $38.4M	137	+6	+5%	$259M
18	18 Telos TLS $312M	124	+1	+0.8%	$94.1M
19	19 Leonardo DRS DRS $9.33B	122	+15	+14%	$562M
20	20 Cognyte Software CGNT $619M	88	-11	-11%	$141M
21	21 908 Devices MASS $489M	84	-8	-9%	$188M
22	22 BlackSky Technology BKSY $722M	73	+1	+1%	$62.9M
23	23 Gilat Satellite Networks GILT $617M	72	-8	-10%	$95.9M
24	24 DELISTED Emcore Corp EMKR	68	0	0%	$31.6M
25	25 Palladyne AI PDYN $206M	64	-5	-7%	$11.9M