← 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	2,831	+130	+5%	$125B
2	2 Palantir PLTR $483B	2,021	+565	+39%	$85.9B
3	3 General Dynamics GD $90.5B	1,849	+47	+3%	$61.8B
4	4 Northrop Grumman NOC $70.4B	1,646	+63	+4%	$55.9B
5	5 L3Harris LHX $44.2B	1,403	+51	+4%	$34.4B
6	6 Teledyne Technologies TDY $28.2B	726	+58	+9%	$20.2B
7	7 Curtiss-Wright CW $18.5B	624	+62	+11%	$11.3B
8	8 CACI CACI $13.3B	589	+23	+4%	$8.15B
9	9 C3.ai AI $1.88B	375	+58	+18%	$2.3B
10	10 Kratos Defense & Security Solutions KTOS $7.38B	350	+20	+6%	$3.48B
11	11 TTM Technologies TTMI $10.9B	253	+15	+6%	$2.52B
12	12 Leonardo DRS DRS $9.33B	249	+37	+17%	$2.21B
13	13 Mercury Systems MRCY $4.61B	243	-1	-0.4%	$2.66B
14	14 Viasat VSAT $8.5B	239	+19	+9%	$1.04B
15	15 Elbit Systems ESLT $32.9B	193	+9	+5%	$1.95B
16	16 Planet Labs PL $5.14B	191	+27	+16%	$544M
17	17 BigBear.ai BBAI $1.05B	143	+46	+47%	$464M
18	18 Redwire RDW $2.15B	113	+22	+24%	$799M
19	19 Cognyte Software CGNT $619M	110	-1	-0.9%	$468M
20	20 Global X Defense Tech ETF SHLD $6.34B	110	+22	+25%	$296M
21	21 Telos TLS $312M	106	-2	-2%	$155M
22	22 BlackSky Technology BKSY $722M	95	+20	+27%	$167M
23	23 Gilat Satellite Networks GILT $617M	83	+9	+12%	$104M
24	24 908 Devices MASS $489M	81	-5	-6%	$36.9M
25	25 Comtech Telecommunications CMTL $38.4M	71	+3	+4%	$54.7M