← 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	2,701	+162	+6%	$130B
2	2 General Dynamics GD $90.5B	1,802	+31	+2%	$72.7B
3	3 Northrop Grumman NOC $70.4B	1,583	+72	+5%	$62.7B
4	4 Palantir PLTR $483B	1,456	+234	+19%	$40.6B
5	5 L3Harris LHX $44.2B	1,352	+25	+2%	$38.1B
6	6 Teledyne Technologies TDY $28.2B	668	-7	-1%	$18.6B
7	7 CACI CACI $13.3B	566	+30	+6%	$9.8B
8	8 Curtiss-Wright CW $18.5B	562	+23	+4%	$10.2B
9	9 Kratos Defense & Security Solutions KTOS $7.38B	330	+6	+2%	$3.01B
10	10 C3.ai AI $1.88B	317	-22	-6%	$1.44B
11	11 Mercury Systems MRCY $4.61B	244	+12	+5%	$2.33B
12	12 TTM Technologies TTMI $10.9B	238	+31	+15%	$1.83B
13	13 Viasat VSAT $8.5B	220	+15	+7%	$1.32B
14	14 Leonardo DRS DRS $9.33B	212	+40	+23%	$1.92B
15	15 Elbit Systems ESLT $32.9B	184	+15	+9%	$1.47B
16	16 Planet Labs PL $5.14B	164	-4	-2%	$276M
17	17 Cognyte Software CGNT $619M	111	-3	-3%	$260M
18	18 Telos TLS $312M	108	-4	-4%	$164M
19	19 BigBear.ai BBAI $1.05B	97	+4	+4%	$35.7M
20	20 Redwire RDW $2.15B	91	+12	+15%	$62.5M
21	21 Global X Defense Tech ETF SHLD $6.34B	88	+46	+110%	$352M
22	22 908 Devices MASS $489M	86	-4	-4%	$64.8M
23	23 BlackSky Technology BKSY $722M	75	-15	-17%	$67.5M
24	24 Gilat Satellite Networks GILT $617M	74	-2	-3%	$93.4M
25	25 Comtech Telecommunications CMTL $38.4M	68	-32	-32%	$70.8M