Ondas Inc. is a drone and autonomous systems company building hardware, software, and services for national security and industrial applications. Current focus areas include counter-drone (C-UAS) technology, the Optimus autonomous drone-in-a-box platform, and a growing defense backlog backed by a $1B+ institutional capital raise. Nasdaq-listed.
Volatus Aerospace is a drone services and technology company offering commercial UAS solutions across inspection, surveillance, mapping, and logistics. Operating across North America with a focus on enterprise and government clients.
Kopin Corporation is a leading developer of advanced display systems and components for military, industrial, and consumer applications. Their high-resolution microdisplays and wearable computing solutions power next-generation heads-up displays and augmented reality systems used by defense forces worldwide.
Amprius Technologies is an advanced battery technology company developing high-energy-density silicon anode lithium-ion batteries for defense, aerospace, and electric vehicle applications. Their proprietary technology aims to deliver significant improvements in energy density and cycle life over conventional battery solutions.
U.S.-based developer and manufacturer of NDAA-compliant drone components and FPV technology. Operates through Fat Shark (FPV goggles) and Rotor Riot (direct-to-consumer drone parts marketplace). Strategically positioned in the $5B U.S.-manufactured drone components market following FCC restrictions on foreign drones and components. Q1 2026 revenue up 296% year-over-year, with $220M+ cash and no debt. NYSE American-listed.
Vertically integrated provider of next-generation optics and infrared imaging systems for defense and commercial applications. BlackDiamond chalcogenide glass is licensed exclusively from the U.S. Naval Research Laboratory. Positioned as a primary domestic alternative as the FY2026 NDAA mandates elimination of foreign optical systems by 2030. Record order backlog of $110.6M - up 196% year-over-year. Nasdaq-listed.
Global leader in Edge AI and Industrial IoT solutions delivering intelligent computing, secure connectivity, and remote management for mission-critical applications. NDAA/TAA-compliant compute platforms serve as the AI backbone inside defense drone systems - with 17 drone OEM engagements as of Q1 FY2026. Partners include Teledyne/FLIR and Aerora. Nasdaq-listed.
AI-enabled security and defense company. SpotlightAI detects and labels 150+ types of explosive threats including landmines, cluster munitions, and UXO - processing over 1.88 million battlefield images and identifying 34,200 threats from operations in Ukraine. Selected for U.S. Army Futures Command CFWE-M 2026 and integrated into the U.S. Army's ATAK platform. Nasdaq-listed.
The AI operating system for the modern enterprise and Western defense apparatus. Core platforms include Gotham (defense intelligence), Foundry (enterprise data operations), AIP (agentic AI for operational decision-making), and Apollo (continuous delivery to the tactical edge). Awarded a $10B U.S. Army enterprise agreement in July 2025. Partnered with Ondas Inc. on the SkyWeaver autonomous combat-drone platform. NYSE-listed.
Software-first defense company founded in 2017 by Palmer Luckey. Lattice OS integrates sensors, drones, and weapons platforms into a unified command and control architecture. Estimated $2.1B revenue in 2025 (up 110% YoY), $60B+ valuation, $5B funding round closed May 2026. Won a 10-year $20B U.S. Army enterprise contract and the Air Force Collaborative Combat Aircraft (CCA) program for autonomous fighter jets. Private.
Manufacturer of advanced robotic systems for front-line forces, founded by combat veterans and drone engineers. The C100 Tactical UAS is a modular, AI-enabled attritable quadcopter with a full-stack software suite including GPS-denied navigation and simulation training. $110M+ Series B raised March 2026. Drone Factory 01 spans 90,000 sq. ft. in Huntsville, AL. Investor in Ondas Inc.; strategic supplier relationship with Unusual Machines for NDAA-compliant components. Private.