Equity Deep Dive

Jets
Kratos Defense
"Good enough" cost-effective systems optimized for real battlefield use.
Finalized • US
Storage
Eos Energy
Zinc-based stationary storage. Safer than lithium for long-duration grid use.
Developing • Global
Silicon Anode
Amprius Tech
Silicon anode batteries. High density is critical for flight endurance in military UAVs.
Developing • US
Recycling
American Battery
Lithium recycling and mining. Strategic domestic supply chain asset.
Developing • US
Rail Drone
Ondas Holdings
Autonomous drones for rail and critical infrastructure monitoring.
Awarded • APAC
Drone
Unusual Machines
Commercial UAV systems and drone hardware exposure.
Developing • US