← 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	2,290	-168	-7%	$82.9B
2	2 General Dynamics GD $90.5B	1,515	-12	-0.8%	$52.2B
3	3 Northrop Grumman NOC $70.4B	1,364	-45	-3%	$54.5B
4	4 L3Harris LHX $44.2B	1,170	-14	-1%	$27.1B
5	5 Palantir PLTR $483B	915	+33	+4%	$13B
6	6 Teledyne Technologies TDY $28.2B	596	-22	-4%	$17.6B
7	7 CACI CACI $13.3B	443	+12	+3%	$6.07B
8	8 Curtiss-Wright CW $18.5B	434	+53	+14%	$6.19B
9	9 C3.ai AI $1.88B	297	-19	-6%	$1.21B
10	10 Kratos Defense & Security Solutions KTOS $7.38B	240	-1	-0.4%	$1.64B
11	11 Mercury Systems MRCY $4.61B	216	-19	-8%	$2.22B
12	12 Viasat VSAT $8.5B	206	-3	-1%	$1.98B
13	13 TTM Technologies TTMI $10.9B	202	+27	+15%	$1.28B
14	14 Planet Labs PL $5.14B	172	-6	-3%	$303M
15	15 Elbit Systems ESLT $32.9B	157	-2	-1%	$1.63B
16	16 Comtech Telecommunications CMTL $38.4M	128	-21	-14%	$178M
17	17 Leonardo DRS DRS $9.33B	126	+9	+8%	$822M
18	18 Cognyte Software CGNT $619M	98	+1	+1%	$221M
19	19 Telos TLS $312M	96	-10	-9%	$95.6M
20	20 BlackSky Technology BKSY $722M	89	+3	+3%	$46M
21	21 908 Devices MASS $489M	83	-2	-2%	$141M
22	22 BigBear.ai BBAI $1.05B	73	+10	+16%	$18.8M
23	23 Gilat Satellite Networks GILT $617M	72	+3	+4%	$123M
24	24 DELISTED Emcore Corp EMKR	61	-3	-5%	$17.4M
25	25 Redwire RDW $2.15B	55	-1	-2%	$13.6M