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 | 1M | Chokepoints |
|---|---|---|---|---|---|---|
| IRDM | Iridium Communications | core | $45.44-1.1% | $4.7B | -16.8% | comms-datalinks-pnt |
| BAESY | BAE Systems plc (ADR) | watch | $107.92+1.3% | $75.0B | +12.4% | comms-datalinks-pnt |
| DOODLELABS | Doodle Labs | watch | private | — | via — | comms-datalinks-pnt |
| LHX | L3Harris Technologies | watch | $305.20+0.6% | $58.0B | +5.5% | eo-ir-sensors · rf-ew-detection · comms-datalinks-pnt |
| MSI | Motorola Solutions | watch | $440.31+3.9% | $67.0B | +6.7% | comms-datalinks-pnt |
| MOB | Mobilicom Limited | speculative | $4.71-3.7% | $73M | -5.8% | comms-datalinks-pnt · ndaa-compliant-supply |
| NN | NextNav Inc. | speculative | $13.45+6.1% | $2.6B | -24.6% | comms-datalinks-pnt |
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