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 |
|---|---|---|---|---|---|---|
| AVAV | AV (AeroVironment) | core | $146.71-0.2% | $8.7B | -29.1% | rf-ew-detection · airframes-primes · ndaa-compliant-supply · interceptors-effectors |
| NEROS | Neros Technologies | core | private | — | via — | ndaa-compliant-supply |
| RCAT | Red Cat Holdings, Inc. | core | $7.96-1.5% | $1.7B | -49.8% | airframes-primes · ndaa-compliant-supply |
| 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 |
| MOB | Mobilicom Limited | speculative | $4.79-2.6% | $73M | -14.2% | comms-datalinks-pnt · ndaa-compliant-supply |
| UMAC | Unusual Machines, Inc. | speculative | $22.95-2.5% | $1.2B | +12.5% | rare-earth-magnets · ndaa-compliant-supply |
Quote shows the latest price and daily change; the 6M column is the total return over that window. Quotes delayed up to 15 minutes; tiers are editorial conviction, not ratings. Click a column header to sort.