← 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	3,102	+110	+4%	$177B
2	2 Palantir PLTR $483B	2,839	+225	+9%	$229B
3	3 General Dynamics GD $90.5B	2,028	+127	+7%	$78.9B
4	4 Northrop Grumman NOC $70.4B	1,718	+98	+6%	$72B
5	5 L3Harris LHX $44.2B	1,549	+100	+7%	$50.4B
6	6 Teledyne Technologies TDY $28.2B	792	+32	+4%	$25.4B
7	7 Curtiss-Wright CW $18.5B	791	+49	+7%	$16.4B
8	8 Kratos Defense & Security Solutions KTOS $7.38B	629	+133	+27%	$14B
9	9 CACI CACI $13.3B	613	+7	+1%	$10.7B
10	10 Global X Defense Tech ETF SHLD $6.34B	421	+169	+67%	$2.6B
11	11 TTM Technologies TTMI $10.9B	376	+58	+18%	$5.9B
12	12 C3.ai AI $1.88B	329	-47	-13%	$1.19B
13	13 Elbit Systems ESLT $32.9B	326	+38	+13%	$5.68B
14	14 Mercury Systems MRCY $4.61B	326	+41	+14%	$5.02B
15	15 Leonardo DRS DRS $9.33B	319	+2	+0.6%	$3.04B
16	16 BigBear.ai BBAI $1.05B	316	+48	+18%	$940M
17	17 Viasat VSAT $8.5B	299	+38	+15%	$3.81B
18	18 Planet Labs PL $5.14B	281	+43	+18%	$2.65B
19	19 Redwire RDW $2.15B	175	+6	+4%	$1.11B
20	20 BlackSky Technology BKSY $722M	153	+23	+18%	$427M
21	21 Telos TLS $312M	134	+14	+12%	$307M
22	22 Cognyte Software CGNT $619M	120	0	0%	$451M
23	23 Voyager Technologies VOYG $1.58B	112	+10	+10%	$620M
24	24 Gilat Satellite Networks GILT $617M	111	+24	+28%	$358M
25	25 Palladyne AI PDYN $206M	109	+27	+33%	$95.2M