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 | $156.35+1.4% | $8.7B | -43.8% | 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 | $7.45-4.4% | $1.7B | -44.8% | airframes-primes · ndaa-compliant-supply |
| ONDS | Ondas Holdings Inc. | watch | $7.86-2.0% | $4.8B | -24.1% | 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 | $4.71-3.7% | $73M | -27.4% | comms-datalinks-pnt · ndaa-compliant-supply |
| UMAC | Unusual Machines, Inc. | speculative | $19.92-3.3% | $1.2B | +43.8% | rare-earth-magnets · ndaa-compliant-supply |
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