← 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	2,494	+77	+3%	$109B
2	2 General Dynamics GD $90.5B	1,754	+69	+4%	$66.3B
3	3 Northrop Grumman NOC $70.4B	1,517	-2	-0.1%	$58.9B
4	4 L3Harris LHX $44.2B	1,286	+27	+2%	$33.9B
5	5 Palantir PLTR $483B	1,134	+101	+10%	$20.3B
6	6 Teledyne Technologies TDY $28.2B	658	+11	+2%	$18.8B
7	7 Curtiss-Wright CW $18.5B	501	+22	+5%	$8.08B
8	8 CACI CACI $13.3B	497	+30	+6%	$7.45B
9	9 Kratos Defense & Security Solutions KTOS $7.38B	311	+40	+15%	$2.37B
10	10 C3.ai AI $1.88B	310	-4	-1%	$1.36B
11	11 Mercury Systems MRCY $4.61B	222	+3	+1%	$1.84B
12	12 Viasat VSAT $8.5B	209	-2	-0.9%	$1.95B
13	13 TTM Technologies TTMI $10.9B	207	+5	+2%	$1.55B
14	14 Leonardo DRS DRS $9.33B	177	+16	+10%	$1.5B
15	15 Elbit Systems ESLT $32.9B	174	+3	+2%	$1.5B
16	16 Planet Labs PL $5.14B	165	-12	-7%	$300M
17	17 Telos TLS $312M	116	+10	+9%	$180M
18	18 Cognyte Software CGNT $619M	111	-1	-0.9%	$353M
19	19 Comtech Telecommunications CMTL $38.4M	111	-22	-17%	$65.8M
20	20 BigBear.ai BBAI $1.05B	98	+27	+38%	$33.3M
21	21 BlackSky Technology BKSY $722M	87	+1	+1%	$51.6M
22	22 908 Devices MASS $489M	75	-4	-5%	$156M
23	23 Redwire RDW $2.15B	72	+16	+29%	$27M
24	24 Gilat Satellite Networks GILT $617M	66	-10	-13%	$92.5M
25	25 DELISTED Emcore Corp EMKR	52	-6	-10%	$12.8M