Theme
Drones & UAS
Unmanned aerial systems — from small ISR quadcopters to attritable strike platforms.
Unmanned aerial systems are the clearest expression of the shift toward cheap, attritable, software-defined hardware. This theme spans the manufacturers and integrators building the airframes, payloads, and ground control for both commercial and defense missions.
Companies · 9
Kratos Defense & Security Solutions, Inc.KTOS
Market cap$12B
Conviction4 / 5
Drones & UASAutonomous systemsISR
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 profileOndas Inc.ONDS
Market cap$6.7B
Conviction3 / 5
Drones & UASCounter-UASISR
Read profileRed Cat Holdings, Inc.RCAT
Market cap$2.2B
Conviction3 / 5
Drones & UASISR
Read profileShield AI, Inc.Private
Market cap—
Conviction3 / 5
Battlefield AIAutonomous systemsDrones & UAS
Read profileSkydioPrivate
Market cap—
Conviction3 / 5
Drones & UASAutonomous systems
Read profileDraganfly Inc.DPRO
Market cap$273M
Conviction2 / 5
Drones & UASISR
Read profileUnusual Machines, Inc.UMAC
Market cap$1.5B
Conviction2 / 5
Drones & UAS
Read profile