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 · 8
Leonardo DRS, Inc.DRS
Market cap$13B
Conviction4 / 5
ISRDefense primes
Read profileKratos Defense & Security Solutions, Inc.KTOS
Market cap$12B
Conviction4 / 5
Drones & UASAutonomous systemsISR
Read profileLeidos Holdings, Inc.LDOS
Market cap$16B
Conviction4 / 5
Defense IT & servicesISR
Read profileL3Harris Technologies, Inc.LHX
Market cap$59B
Conviction4 / 5
Defense primesISR
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 profileDraganfly Inc.DPRO
Market cap$273M
Conviction2 / 5
Drones & UASISR
Read profile