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Thematic Research  /  Names Index  /  Defense & National Security Snapshot · 26 Jun 2026

Defense & National Security

Unmanned systems and the critical-minerals / strategic-materials base behind supply-chain security and reshoring.

CategoryDefense & National Security
Themes covered2 L1
Total names48
SourceNeo4j Aura graph
Edge as of26 Jun 2026
Tailwind

National Security

Critical-minerals, domestic-fuel, and strategic-materials names tied to supply-chain security, reshoring, and stockpiling.

38 names  ·  single L1 theme · all Peripheral
  • ABATAmerican Battery Technology
  • ALBname pending
  • AMPXAmprius Technologies
  • ASPIASP Isotopes
  • BLDPname pending
  • BWXTBWX Technologies
  • CCJname pending
  • CRMLname pending
  • CRSname pending
  • EOSEEos Energy Enterprises
  • EUname pending
  • FCXFreeport-McMoRan
  • FM CTname pending
  • IDRIdaho Strategic Resources
  • IEIvanhoe Electric
  • IVN CTname pending
  • LACname pending
  • LARname pending
  • LEUCentrus Energy
  • LTBRname pending
  • METCRamaco Resources
  • MIRMirion Technologies
  • MPMP Materials
  • MVSTMicrovast Holdings
  • NBname pending
  • NNEname pending
  • NXEname pending
  • OKLOname pending
  • SEISolaris Energy Infrastructure
  • SGMLname pending
  • SLIname pending
  • TSLATesla
  • UAMYUnited States Antimony
  • UECUranium Energy
  • UROYname pending
  • USARUSA Rare Earth
  • UUUUname pending
  • WPMname pending
Tailwind

Drones

Unmanned aerial systems and counter-UAS — platforms, autonomy, and sensing levered to defense drone demand.

10 names  ·  single L1 theme · all Significant
  • AVAVAeroVironment
  • DPROname pending
  • HAWKname pending
  • KTOSKratos Defense & Security
  • ONDSOndas Holdings
  • OUSTOuster
  • RCATname pending
  • TRMBTrimble
  • UAVSname pending
  • UMACUnusual Machines