← 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	2,992	+70	+2%	$160B
2	2 Palantir PLTR $483B	2,614	+416	+19%	$166B
3	3 General Dynamics GD $90.5B	1,901	+69	+4%	$67.2B
4	4 Northrop Grumman NOC $70.4B	1,620	-53	-3%	$60.5B
5	5 L3Harris LHX $44.2B	1,449	+76	+6%	$41.8B
6	6 Teledyne Technologies TDY $28.2B	760	+2	+0.3%	$22.4B
7	7 Curtiss-Wright CW $18.5B	742	+94	+15%	$15.3B
8	8 CACI CACI $13.3B	606	+35	+6%	$10.5B
9	9 Kratos Defense & Security Solutions KTOS $7.38B	496	+99	+25%	$7.76B
10	10 C3.ai AI $1.88B	376	+34	+10%	$1.67B
11	11 TTM Technologies TTMI $10.9B	318	+52	+20%	$4.15B
12	12 Leonardo DRS DRS $9.33B	317	+62	+24%	$3.04B
13	13 Elbit Systems ESLT $32.9B	288	+50	+21%	$4.87B
14	14 Mercury Systems MRCY $4.61B	285	+32	+13%	$3.5B
15	15 BigBear.ai BBAI $1.05B	268	+40	+18%	$851M
16	16 Viasat VSAT $8.5B	261	+6	+2%	$1.98B
17	17 Global X Defense Tech ETF SHLD $6.34B	252	+116	+85%	$1.17B
18	18 Planet Labs PL $5.14B	238	+24	+11%	$989M
19	19 Redwire RDW $2.15B	169	+23	+16%	$2.13B
20	20 BlackSky Technology BKSY $722M	130	+21	+19%	$378M
21	21 Cognyte Software CGNT $619M	120	-6	-5%	$495M
22	22 Telos TLS $312M	120	+19	+19%	$132M
23	23 Voyager Technologies VOYG $1.58B	102	+102	–	$683M
24	24 908 Devices MASS $489M	101	+14	+16%	$174M
25	25 Gilat Satellite Networks GILT $617M	87	-9	-9%	$131M