The U.S. just used drones to help take out Iran's supreme leader. If you don't have drone exposure in your portfolio yet, here's your watchlist. DEFENSE $AVAV - Tactical combat drones and loitering munitions $KTOS - Autonomous combat aircraft $NOC - Military ISR and large-scale drone platforms $AIRO - Defense drone manufacturing $RCAT - Military and commercial drone hardware $ONDS - Autonomous systems and industrial wireless $PDYN - Drone surveillance and intelligence software $MOB - Cybersecurity and secure comms for military UAS BATTERIES + INFRASTRUCTURE $AMPX - Silicon anode batteries powering military drones $SES - Solid-state battery R&D for unmanned systems eVTOL / AIR MOBILITY $JOBY - eVTOL air taxi development $ACHR - Urban air mobility aircraft $EH - Autonomous unmanned eVTOL $EVEX - eVTOL and air traffic management $EVTL - UK-based eVTOL manufacturer $LILM - eVTOL air mobility platform COMMERCIAL $DPRO - Public safety and commercial drones $PRZO - Drone recovery and parachute systems $UAVS - Agricultural and commercial drones $UMAC - Drone tech investments and rollups $1 trillion in U.S. defense spending for 2026. Drones are getting the biggest piece of it.










