← 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	2,539	+45	+2%	$110B
2	2 General Dynamics GD $90.5B	1,771	+17	+1%	$68.5B
3	3 Northrop Grumman NOC $70.4B	1,511	-6	-0.4%	$52.3B
4	4 L3Harris LHX $44.2B	1,327	+41	+3%	$36.1B
5	5 Palantir PLTR $483B	1,222	+88	+8%	$22.6B
6	6 Teledyne Technologies TDY $28.2B	675	+17	+3%	$16.7B
7	7 Curtiss-Wright CW $18.5B	539	+38	+8%	$8.6B
8	8 CACI CACI $13.3B	536	+39	+8%	$8.44B
9	9 C3.ai AI $1.88B	339	+29	+9%	$1.61B
10	10 Kratos Defense & Security Solutions KTOS $7.38B	324	+13	+4%	$2.57B
11	11 Mercury Systems MRCY $4.61B	232	+10	+5%	$1.75B
12	12 TTM Technologies TTMI $10.9B	207	0	0%	$1.95B
13	13 Viasat VSAT $8.5B	205	-4	-2%	$1.45B
14	14 Leonardo DRS DRS $9.33B	172	-5	-3%	$1.77B
15	15 Elbit Systems ESLT $32.9B	169	-5	-3%	$1.27B
16	16 Planet Labs PL $5.14B	168	+3	+2%	$215M
17	17 Cognyte Software CGNT $619M	114	+3	+3%	$306M
18	18 Telos TLS $312M	112	-4	-3%	$182M
19	19 Comtech Telecommunications CMTL $38.4M	100	-11	-10%	$46.6M
20	20 BigBear.ai BBAI $1.05B	93	-5	-5%	$31.7M
21	21 BlackSky Technology BKSY $722M	90	+3	+3%	$39.2M
22	22 908 Devices MASS $489M	90	+15	+20%	$100M
23	23 Redwire RDW $2.15B	79	+7	+10%	$60.9M
24	24 Gilat Satellite Networks GILT $617M	76	+10	+15%	$81M
25	25 Global X Defense Tech ETF SHLD $6.34B	42	+27	+180%	$170M