Drone & Autonomous Weapons

Unmanned aerial, ground and naval systems for defense applications.

Active institutional funds added a net $622.9 million in Q2 2026, versus $913.3 million in Q1 2026. 64.3% of companies in this theme saw increased active positions in Q2 2026.

Ecosystem Map

Aerial Drones & Loitering Munitions

Unmanned aerial vehicles, autonomy stacks and loitering munitions for military use, and counter-drone systems.

TXT ESLT KTOS AVAV ONDS AVEX RCAT UMAC

13 companiesExplore

Unmanned Maritime Systems

Unmanned surface vessels, underwater autonomous vehicles, and robotic naval platforms.

AVEX OPTT TXT HII KTOS BC

6 companiesExplore

Bottleneck Tracker

2026

Current

2026

Current

2027

Bottleneck details are part of the Pro plan.

Recent Discoveries

Recent discoveries are part of the Pro plan.