← 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 $252B	2,922	+91	+3%	$145B
2	2 Palantir PLTR $482B	2,198	+177	+9%	$100B
3	3 General Dynamics GD $91.2B	1,832	-17	-0.9%	$63.2B
4	4 Northrop Grumman NOC $71B	1,673	+27	+2%	$61.7B
5	5 L3Harris LHX $44.8B	1,373	-30	-2%	$34.6B
6	6 Teledyne Technologies TDY $28.7B	758	+32	+4%	$21.8B
7	7 Curtiss-Wright CW $18.5B	648	+24	+4%	$10B
8	8 CACI CACI $13.5B	571	-18	-3%	$8.05B
9	9 Kratos Defense & Security Solutions KTOS $7.65B	397	+47	+13%	$4.59B
10	10 C3.ai AI $1.96B	342	-33	-9%	$1.35B
11	11 TTM Technologies TTMI $10.7B	266	+13	+5%	$2.08B
12	12 Leonardo DRS DRS $9.47B	255	+6	+2%	$2.26B
13	13 Viasat VSAT $8.47B	255	+16	+7%	$1.38B
14	14 Mercury Systems MRCY $4.65B	253	+10	+4%	$2.72B
15	15 Elbit Systems ESLT $34.8B	238	+45	+23%	$3.36B
16	16 BigBear.ai BBAI $1.12B	228	+85	+59%	$247M
17	17 Planet Labs PL $5.29B	214	+23	+12%	$478M
18	18 Redwire RDW $2.23B	146	+33	+29%	$545M
19	19 Global X Defense Tech ETF SHLD $6.45B	136	+26	+24%	$524M
20	20 Cognyte Software CGNT $651M	126	+16	+15%	$426M
21	21 BlackSky Technology BKSY $755M	109	+14	+15%	$291M
22	22 Telos TLS $319M	101	-5	-5%	$104M
23	23 Gilat Satellite Networks GILT $620M	96	+13	+16%	$114M
24	24 908 Devices MASS $491M	87	+6	+7%	$92.3M
25	25 Palladyne AI PDYN $201M	64	+14	+28%	$25.7M