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 · 27
Axon Enterprise, Inc.AXON
Market cap$40B
Conviction5 / 5
Autonomous systems
Read profileNVIDIA CorporationNVDA
Market cap$5.0T
Conviction5 / 5
AI computeAI infrastructureVision models
Read profileIntuitive Surgical, Inc.ISRG
Market cap$121B
Conviction5 / 5
Autonomous systemsIndustrial automation
Read profileAlphabet Inc.GOOGL
Market cap$1.9T
Conviction5 / 5
Vision modelsAutonomous systemsAI compute
Read profileTesla, Inc.TSLA
Market cap$1.2T
Conviction4 / 5
Humanoid hardwareAutonomous systemsVision models
Read profileNorthrop Grumman CorporationNOC
Market cap$77B
Conviction4 / 5
Defense primesAutonomous systems
Read profileTeradyne, Inc.TER
Market cap$55B
Conviction4 / 5
Industrial automationAutonomous systems
Read profileABB LtdABBNY
Market cap$178B
Conviction4 / 5
Industrial automationAutonomous systems
Read profileApplied Intuition, Inc.Private
Market cap—
Conviction4 / 5
Autonomous systemsBattlefield AI
Read profileKratos Defense & Security Solutions, Inc.KTOS
Market cap$8.9B
Conviction3 / 5
Drones & UASAutonomous systemsISR
Read profileSymbotic Inc.SYM
Market cap$5.1B
Conviction3 / 5
Industrial automationAutonomous systemsEdge compute
Read profileAeroVironment, Inc.AVAV
Market cap$7.6B
Conviction3 / 5
Drones & UASLoitering munitionsISR
Read profileAptiv PLCAPTV
Market cap$12B
Conviction3 / 5
Autonomous systemsEdge compute
Read profileQuantum-Systems GmbHPrivate
Market cap—
Conviction3 / 5
Drones & UASISRAutonomous systems
Read profileAmbarella, Inc.AMBA
Market cap$3.0B
Conviction3 / 5
AI computeVision modelsAutonomous systems
Read profileHelsingPrivate
Market cap—
Conviction3 / 5
Battlefield AIAutonomous systems
Read profileMobileye Global Inc.MBLY
Market cap$2.0B
Conviction3 / 5
Autonomous systemsVision models
Read profileSkydioPrivate
Market cap—
Conviction3 / 5
Drones & UASAutonomous systems
Read profileAnduril Industries, Inc.Private
Market cap—
Conviction3 / 5
Autonomous systemsDrones & UASCounter-UAS
Read profileStark DefencePrivate
Market cap—
Conviction3 / 5
Loitering munitionsAutonomous systems
Read profileFigure AI Inc.Private
Market cap—
Conviction3 / 5
Humanoid hardwareAutonomous systems
Read profileOuster, Inc.OUST
Market cap$2.3B
Conviction3 / 5
Autonomous systemsVision models
Read profileSaronic Technologies, Inc.Private
Market cap—
Conviction3 / 5
Autonomous maritimeAutonomous systems
Read profileShield AI, Inc.Private
Market cap—
Conviction3 / 5
Battlefield AIAutonomous systemsDrones & UAS
Read profileServe Robotics Inc.SERV
Market cap$409M
Conviction2 / 5
Autonomous systemsEdge compute
Read profileBlackBerry LimitedBB
Market cap$5.0B
Conviction2 / 5
Endpoint securityAutonomous systems
Read profileHesai GroupHSAI
Market cap$15B
Conviction2 / 5
Autonomous systemsVision models
Read profile