Theme
Autonomous systems
Perception, planning, and control stacks that let machines act without a human in the loop.
Autonomy is the software that closes the loop between sensing and acting. This theme is deliberately not vertical-scoped — the same stack underwrites self-driving, warehouse robotics, and defense platforms.
Companies · 18
Axon Enterprise, Inc.AXON
Market cap$36B
Conviction5 / 5
Autonomous systems
Read profileAlphabet Inc.GOOGL
Market cap$4.6T
Conviction5 / 5
Vision modelsAutonomous systemsAI compute
Read profileIntuitive Surgical, Inc.ISRG
Market cap$150B
Conviction5 / 5
Autonomous systemsIndustrial automation
Read profileNVIDIA CorporationNVDA
Market cap$5.1T
Conviction5 / 5
AI computeAI infrastructureVision models
Read profileTesla, Inc.TSLA
Market cap$1.6T
Conviction5 / 5
Humanoid hardwareAutonomous systemsVision models
Read profileABB LtdABBNY
Market cap—
Conviction4 / 5
Industrial automationAutonomous systems
Read profileKratos Defense & Security Solutions, Inc.KTOS
Market cap$12B
Conviction4 / 5
Drones & UASAutonomous systemsISR
Read profileNorthrop Grumman CorporationNOC
Market cap$80B
Conviction4 / 5
Defense primesAutonomous systems
Read profileTeradyne, Inc.TER
Market cap$59B
Conviction4 / 5
Industrial automationAutonomous systems
Read profileAnduril Industries, Inc.Private
Market cap—
Conviction3 / 5
Autonomous systemsDrones & UASCounter-UAS
Read profileAeroVironment, Inc.AVAV
Market cap$10B
Conviction3 / 5
Drones & UASLoitering munitionsISR
Read profileFigure AI Inc.Private
Market cap—
Conviction3 / 5
Humanoid hardwareAutonomous systems
Read profileHelsingPrivate
Market cap—
Conviction3 / 5
Battlefield AIAutonomous systems
Read profileSaronic Technologies, Inc.Private
Market cap—
Conviction3 / 5
Autonomous maritimeAutonomous systems
Read profileServe Robotics Inc.SERV
Market cap$796M
Conviction3 / 5
Autonomous systemsEdge compute
Read profileShield AI, Inc.Private
Market cap—
Conviction3 / 5
Battlefield AIAutonomous systemsDrones & UAS
Read profileSkydioPrivate
Market cap—
Conviction3 / 5
Drones & UASAutonomous systems
Read profileSymbotic Inc.SYM
Market cap$5.9B
Conviction3 / 5
Industrial automationAutonomous systemsEdge compute
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