← 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	2,458	+40	+2%	$114B
2	2 General Dynamics GD $91B	1,527	-17	-1%	$51.1B
3	3 Northrop Grumman NOC $70.9B	1,409	-5	-0.4%	$56.5B
4	4 L3Harris LHX $44.7B	1,184	-28	-2%	$30.5B
5	5 Palantir PLTR $478B	882	+72	+9%	$11.3B
6	6 Teledyne Technologies TDY $28.4B	618	+17	+3%	$17.2B
7	7 CACI CACI $13.4B	431	+10	+2%	$6.82B
8	8 Curtiss-Wright CW $18.4B	381	-6	-2%	$5.77B
9	9 C3.ai AI $1.9B	316	+13	+4%	$1.65B
10	10 Kratos Defense & Security Solutions KTOS $7.53B	241	-3	-1%	$1.55B
11	11 Mercury Systems MRCY $4.56B	235	-9	-4%	$1.95B
12	12 Viasat VSAT $8.17B	209	+7	+3%	$4.23B
13	13 Planet Labs PL $5.1B	178	+3	+2%	$376M
14	14 TTM Technologies TTMI $10.1B	175	-16	-8%	$1.43B
15	15 Elbit Systems ESLT $34.7B	159	+9	+6%	$1.72B
16	16 Comtech Telecommunications CMTL $42.8M	149	+12	+9%	$189M
17	17 Leonardo DRS DRS $9.48B	117	-5	-4%	$851M
18	18 Telos TLS $316M	106	-18	-15%	$106M
19	19 Cognyte Software CGNT $640M	97	+9	+10%	$268M
20	20 BlackSky Technology BKSY $726M	86	+13	+18%	$87.9M
21	21 908 Devices MASS $491M	85	+1	+1%	$146M
22	22 Gilat Satellite Networks GILT $615M	69	-3	-4%	$114M
23	23 DELISTED Emcore Corp EMKR	64	-4	-6%	$17.8M
24	24 BigBear.ai BBAI $1.08B	63	+18	+40%	$40M
25	25 Palladyne AI PDYN $197M	56	-8	-13%	$7.93M