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Defense & National Security ›

Defense Technology

Next-generation weapons systems, defense electronics and military modernization.

Active institutional funds added a net $8.4 billion in Q2 2026, versus $3.3 billion in Q1 2026 — an inflow 155% larger. 60.4% of companies in this theme saw increased active positions in Q2 2026.

Ecosystem Map

Radar, communications, electronic warfare and sensor systems.

36 companiesExplore

AI-driven command systems, battlefield intelligence and defense analytics.

34 companiesExplore

Precision guided weapons, missile defense and advanced munitions.

13 companiesExplore

Surface vessels, submarines and maritime defense platforms.

12 companiesExplore

Bottleneck Tracker

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Bottleneck details are part of the Pro plan.

Recent Discoveries

Recent discoveries are part of the Pro plan.