← 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	2,417	+127	+6%	$96.7B
2	2 General Dynamics GD $90.5B	1,685	+170	+11%	$61.4B
3	3 Northrop Grumman NOC $70.4B	1,519	+155	+11%	$58.4B
4	4 L3Harris LHX $44.2B	1,259	+89	+8%	$33.9B
5	5 Palantir PLTR $483B	1,033	+118	+13%	$14.9B
6	6 Teledyne Technologies TDY $28.2B	647	+51	+9%	$19.4B
7	7 Curtiss-Wright CW $18.5B	479	+45	+10%	$7.03B
8	8 CACI CACI $13.3B	467	+24	+5%	$6.33B
9	9 C3.ai AI $1.88B	314	+17	+6%	$1.55B
10	10 Kratos Defense & Security Solutions KTOS $7.38B	271	+31	+13%	$2.31B
11	11 Mercury Systems MRCY $4.61B	219	+3	+1%	$2.25B
12	12 Viasat VSAT $8.5B	211	+5	+2%	$3.06B
13	13 TTM Technologies TTMI $10.9B	202	0	0%	$1.54B
14	14 Planet Labs PL $5.14B	177	+5	+3%	$297M
15	15 Elbit Systems ESLT $32.9B	171	+14	+9%	$1.69B
16	16 Leonardo DRS DRS $9.33B	161	+35	+28%	$1.43B
17	17 Comtech Telecommunications CMTL $38.4M	133	+5	+4%	$168M
18	18 Cognyte Software CGNT $619M	112	+14	+14%	$332M
19	19 Telos TLS $312M	106	+10	+10%	$160M
20	20 BlackSky Technology BKSY $722M	86	-3	-3%	$54.7M
21	21 908 Devices MASS $489M	79	-4	-5%	$247M
22	22 Gilat Satellite Networks GILT $617M	76	+4	+6%	$113M
23	23 BigBear.ai BBAI $1.05B	71	-2	-3%	$26.3M
24	24 DELISTED Emcore Corp EMKR	58	-3	-5%	$17.8M
25	25 Redwire RDW $2.15B	56	+1	+2%	$15M