Theme
ISR
Intelligence, surveillance, and reconnaissance — the sensing layer over the battlefield.
ISR is the persistent-sensing mission that most small drones actually fly. The value is increasingly in the autonomy and models that turn raw feeds into decisions, linking this defense theme back to the broader vision and autonomy stack.
Companies · 18
Saab ABSAAB-B
Market cap$34B
Conviction5 / 5
Defense primesISRLoitering munitions
Read profileL3Harris Technologies, Inc.LHX
Market cap$45B
Conviction4 / 5
Defense primesISR
Read profileElbit Systems Ltd.ESLT
Market cap$35B
Conviction4 / 5
Defense primesDrones & UASISR
Read profileLeidos Holdings, Inc.LDOS
Market cap$16B
Conviction4 / 5
Defense IT & servicesISR
Read profileTeledyne Technologies IncorporatedTDY
Market cap$29B
Conviction4 / 5
ISR
Read profileHensoldt AGHAG
Market cap$10B
Conviction4 / 5
ISRDefense primes
Read profileLeonardo DRS, Inc.DRS
Market cap$10.0B
Conviction3 / 5
ISRDefense primes
Read profileKratos Defense & Security Solutions, Inc.KTOS
Market cap$8.7B
Conviction3 / 5
Drones & UASAutonomous systemsISR
Read profileCACI International IncCACI
Market cap$14B
Conviction3 / 5
Defense IT & servicesISR
Read profileAeroVironment, Inc.AVAV
Market cap$7.9B
Conviction3 / 5
Drones & UASLoitering munitionsISR
Read profileHawkEye 360, Inc.Private
Market cap—
Conviction3 / 5
Earth observationISR
Read profileQuantum-Systems GmbHPrivate
Market cap—
Conviction3 / 5
Drones & UASISRAutonomous systems
Read profileMercury Systems, Inc.MRCY
Market cap$5.0B
Conviction3 / 5
Defense primesISR
Read profileOndas Inc.ONDS
Market cap$4.3B
Conviction3 / 5
Drones & UASCounter-UASISR
Read profileKraken Robotics Inc.KRKNF
Market cap$1.2B
Conviction3 / 5
Autonomous maritimeISR
Read profileTrue Anomaly, Inc.Private
Market cap—
Conviction3 / 5
Space defenseISR
Read profileRed Cat Holdings, Inc.RCAT
Market cap$1.0B
Conviction2 / 5
Drones & UASISR
Read profileDraganfly Inc.DPRO
Market cap$199M
Conviction2 / 5
Drones & UASISR
Read profile