← 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	3,477	+103	+3%	$204B
2	2 Palantir PLTR $483B	3,004	-64	-2%	$198B
3	3 General Dynamics GD $90.5B	2,225	+61	+3%	$80.4B
4	4 Northrop Grumman NOC $70.4B	1,895	+95	+5%	$80.6B
5	5 L3Harris LHX $44.2B	1,745	+117	+7%	$56.6B
6	6 Curtiss-Wright CW $18.5B	908	+69	+8%	$20.9B
7	7 Teledyne Technologies TDY $28.2B	848	+42	+5%	$26.6B
8	8 Kratos Defense & Security Solutions KTOS $7.38B	716	+45	+7%	$11.8B
9	9 CACI CACI $13.3B	668	+19	+3%	$11.3B
10	10 Global X Defense Tech ETF SHLD $6.34B	614	+119	+24%	$5.04B
11	11 TTM Technologies TTMI $10.9B	524	+72	+16%	$9.4B
12	12 Planet Labs PL $5.14B	420	+72	+21%	$6.7B
13	13 Elbit Systems ESLT $32.9B	401	+66	+20%	$9.29B
14	14 Viasat VSAT $8.5B	400	+53	+15%	$5.9B
15	15 Mercury Systems MRCY $4.61B	357	+11	+3%	$4.75B
16	16 Leonardo DRS DRS $9.33B	344	+27	+9%	$3.06B
17	17 BigBear.ai BBAI $1.05B	325	-32	-9%	$654M
18	18 C3.ai AI $1.88B	319	-24	-7%	$715M
19	19 Redwire RDW $2.15B	258	+44	+21%	$1.05B
20	20 Voyager Technologies VOYG $1.58B	217	+37	+21%	$825M
21	21 BlackSky Technology BKSY $722M	184	+19	+12%	$564M
22	22 Telos TLS $312M	160	+2	+1%	$203M
23	23 Gilat Satellite Networks GILT $617M	144	+24	+20%	$510M
24	24 Lightpath Technologies LPTH $555M	134	+25	+23%	$339M
25	25 Frequency Electronics FEIM $803M	129	+7	+6%	$316M