---
title: "Defense & Aerospace AI stocks"
canonical: "https://supercyclehq.com/category/defense-ai"
type: "category"
dataAsOf: "2026-11-06"
slug: "defense-ai"
license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."
disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI."
---

# Defense & Aerospace AI

Military, space, and defense applications of artificial intelligence and autonomous systems.

## Layer stats

| Field | Value |
| --- | --- |
| Stocks tracked | 45 |
| Total market cap | $3.11T |
| AI-exposed market cap | $1.13T |
| Change 1d (cap-weighted) | +5.66% |
| Stocks in the 1d change | 44 |
| Change 7d (cap-weighted) | -4.04% |
| Stocks in the 7d change | 44 |

## Members

| Ticker | Name | AI Exposure | Market cap | Change 1d |
| --- | --- | --- | --- | --- |
| [SPCX](https://supercyclehq.com/stock/spacex.md) | SpaceX | 35 (Growing) | $1.82T | +8.62% |
| [PLTR](https://supercyclehq.com/stock/palantir-technologies.md) | Palantir Technologies | 85 (Core) | $386.4B | +3.48% |
| [RTX](https://supercyclehq.com/stock/rtx-corporation.md) | RTX Corporation | 10 (Peripheral) | $255.8B | -1.22% |
| [LMT](https://supercyclehq.com/stock/lockheed-martin.md) | Lockheed Martin | 15 (Peripheral) | $131.0B | -1.58% |
| [GD](https://supercyclehq.com/stock/general-dynamics.md) | General Dynamics | 8 (Peripheral) | $95.7B | -0.64% |
| [NOC](https://supercyclehq.com/stock/northrop-grumman.md) | Northrop Grumman | 15 (Peripheral) | $74.6B | -0.05% |
| [LHX](https://supercyclehq.com/stock/l3harris-technologies.md) | L3Harris Technologies | 35 (Growing) | $48.4B | +0.69% |
| [RNMBY](https://supercyclehq.com/stock/rheinmetall.md) | Rheinmetall AG | 20 (Peripheral) | $42.3B | -2.52% |
| [RKLB](https://supercyclehq.com/stock/rocket-lab-usa.md) | Rocket Lab USA | 12 (Peripheral) | $33.9B | +15.39% |
| [ESLT](https://supercyclehq.com/stock/elbit-systems.md) | Elbit Systems | 22 (Peripheral) | $32.0B | +4.80% |
| [TDY](https://supercyclehq.com/stock/teledyne-technologies.md) | Teledyne Technologies | 22 (Peripheral) | $28.7B | +4.54% |
| [AXON](https://supercyclehq.com/stock/axon-enterprise.md) | Axon Enterprise | 35 (Growing) | $25.4B | -18.18% |
| [LDOS](https://supercyclehq.com/stock/leidos.md) | Leidos Holdings | 25 (Peripheral) | $16.2B | -2.30% |
| [CACI](https://supercyclehq.com/stock/caci-international.md) | CACI International | 25 (Peripheral) | $13.5B | +1.10% |
| [BWXT](https://supercyclehq.com/stock/bwx-technologies.md) | BWX Technologies | 20 (Peripheral) | $11.0B | +3.97% |
| [BAH](https://supercyclehq.com/stock/booz-allen-hamilton.md) | Booz Allen Hamilton | 35 (Growing) | $10.2B | -4.44% |
| [VSAT](https://supercyclehq.com/stock/viasat.md) | Viasat | 8 (Peripheral) | $8.8B | +7.70% |
| [KTOS](https://supercyclehq.com/stock/kratos-defense.md) | Kratos Defense & Security | 45 (Growing) | $6.6B | +5.12% |
| [KOD](https://supercyclehq.com/stock/kodiak-robotics.md) | Kodiak Robotics | 97 (Pure Play) | $6.2B | +9.10% |
| [SAIC](https://supercyclehq.com/stock/science-applications.md) | Science Applications International | 22 (Peripheral) | $6.1B | -0.38% |
| [KRMN](https://supercyclehq.com/stock/karman-holdings.md) | Karman Holdings | 12 (Peripheral) | $6.0B | +42.13% |
| [AVAV](https://supercyclehq.com/stock/aerovironment.md) | AeroVironment | 55 (Strategic) | $5.7B | +10.46% |
| [PSN](https://supercyclehq.com/stock/parsons-corporation.md) | Parsons Corporation | 25 (Peripheral) | $5.2B | -2.86% |
| [PL](https://supercyclehq.com/stock/planet-labs.md) | Planet Labs PBC | 40 (Growing) | $4.6B | +10.38% |
| [MRCY](https://supercyclehq.com/stock/mercury-systems.md) | Mercury Systems | 35 (Growing) | $4.5B | +12.20% |
| [CDP](https://supercyclehq.com/stock/copt-defense-properties.md) | COPT Defense Properties | 35 (Growing) | $3.8B | +1.61% |
| [FLY](https://supercyclehq.com/stock/firefly-aerospace.md) | Firefly Aerospace | 5 (Peripheral) | $3.5B | +36.80% |
| [CLBT](https://supercyclehq.com/stock/cellebrite.md) | Cellebrite DI | 25 (Peripheral) | $3.1B | +0.57% |
| [ONDS](https://supercyclehq.com/stock/ondas-holdings.md) | Ondas Holdings | 80 (Core) | $3.1B | +18.03% |
| [OSIS](https://supercyclehq.com/stock/osi-systems.md) | OSI Systems | 20 (Peripheral) | $3.1B | +2.48% |
| [AI](https://supercyclehq.com/stock/c3-ai.md) | C3.ai | 92 (Pure Play) | $1.9B | +2.72% |
| [RDW](https://supercyclehq.com/stock/redwire-corp.md) | Redwire Corporation | 15 (Peripheral) | $1.8B | +16.48% |
| [SKYT](https://supercyclehq.com/stock/skywater-technology.md) | SkyWater Technology | 30 (Growing) | $1.6B | n/a |
| [VOYG](https://supercyclehq.com/stock/voyager-technologies.md) | Voyager Technologies | 15 (Peripheral) | $1.5B | +17.95% |
| [BBAI](https://supercyclehq.com/stock/bigbear-ai.md) | BigBear.ai | 88 (Core) | $1.1B | 0.00% |
| [BKSY](https://supercyclehq.com/stock/blacksky-technology.md) | BlackSky Technology | 72 (Core) | $872.9M | +11.56% |
| [AEVA](https://supercyclehq.com/stock/aeva-technologies.md) | Aeva Technologies | 88 (Core) | $766.8M | +19.70% |
| [RCAT](https://supercyclehq.com/stock/red-cat-holdings.md) | Red Cat Holdings | 75 (Core) | $617.0M | +18.65% |
| [XTND](https://supercyclehq.com/stock/xtend-ai-robotics.md) | XTEND AI Robotics | 78 (Core) | $248.4M | +2.80% |
| [AIRO](https://supercyclehq.com/stock/airo-group.md) | AIRO Group | 25 (Peripheral) | $164.4M | +9.00% |
| [PDYN](https://supercyclehq.com/stock/palladyne-ai.md) | Palladyne AI | 90 (Pure Play) | $149.0M | +11.65% |
| [OSS](https://supercyclehq.com/stock/one-stop-systems.md) | One Stop Systems | 70 (Core) | $107.9M | +9.95% |
| [EVTL](https://supercyclehq.com/stock/vertical-aerospace.md) | Vertical Aerospace | 25 (Peripheral) | $68.2M | +2.43% |
| [INVZ](https://supercyclehq.com/stock/innoviz-technologies.md) | Innoviz Technologies | 87 (Core) | $62.6M | +6.60% |
| [AISP](https://supercyclehq.com/stock/airship-ai-holdings.md) | Airship AI Holdings | 82 (Core) | $61.6M | +2.87% |

---

Source: https://supercyclehq.com/category/defense-ai. Data as of 2026-11-06. Prices are end-of-day closes, never live.

Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.

Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.