AllI · Rare-earth magnets & motorsII · Batteries & energy densityIII · EO/IR & thermal sensorsIV · RF, EW & detectionV · Autonomy computeVI · Airframes & primesVII · Comms, datalinks & PNTVIII · NDAA-compliant supply chainIX · Interceptors & effectorsX · Private giants & exposure vehicles
| Ticker | Name | Tier ↓ | Quote | Mkt cap | 6M | Chokepoints |
|---|---|---|---|---|---|---|
| ANDURIL | Anduril Industries | core | private | — | via XOVR, VCX | rf-ew-detection · airframes-primes · interceptors-effectors · private-giants |
| AVAV | AV (AeroVironment) | core | $146.71-0.2% | $8.7B | -29.1% | rf-ew-detection · airframes-primes · ndaa-compliant-supply · interceptors-effectors |
| RCAT | Red Cat Holdings, Inc. | core | $7.96-1.5% | $1.7B | -49.8% | airframes-primes · ndaa-compliant-supply |
| KTOS | Kratos Defense & Security Solutions | watch | $46.69-0.6% | $13.0B | -46.7% | rf-ew-detection · airframes-primes · interceptors-effectors |
| ONDS | Ondas Holdings Inc. | watch | $7.23-0.3% | $4.8B | -28.8% | airframes-primes · ndaa-compliant-supply · interceptors-effectors |
| SHIELDAI | Shield AI (private) | watch | private | — | via ARKVX, DXYZ | airframes-primes · autonomy-compute · ndaa-compliant-supply · private-giants |
| DPRO | Draganfly Inc. | speculative | $5.61+2.6% | $210M | -11.5% | airframes-primes |
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