Weather Modification Tech Stack
Griffin Cock Foster@griffin
−14.1%
since Sep 29
The idea
I believe weather modification turns into a major market this decade, growing toward a trillion dollar scale by 2040, so I built a purer bet on the companies closest to the work itself. The portfolio holds drone and aircraft makers who could fly seeding missions alongside satellite and sensing companies that read the atmosphere, plus a slice of compute names for the modeling side. I kept the diversified giants out since weather is too small a piece of their business, choosing smaller, more direct exposure instead, which means bigger swings.
What it owns
- Cloud seeding is delivered by aircraft and drones, so the companies that manufacture these platforms supply the core tools for scaling weather modification operations. · AeroVironmentIt manufactures proven, mass-produced drones suitable for carrying seeding payloads, positioning it as a supplier if drone-based delivery becomes the standard approach., Kratos Defense & SecurityIt builds larger unmanned aircraft designed to carry heavy payloads over wide areas, serving the high-capacity end of the seeding delivery layer., EHang HoldingsIt develops autonomous aircraft systems that could fly seeding missions without pilots, reducing operational costs if unmanned flight becomes routine in commercial operations., Red Cat HoldingsIt supplies small drone fleets suited for swarm operations, betting that cost-effective weather modification relies on many inexpensive aircraft rather than fewer large ones., TextronIt builds crewed aircraft currently used in cloud seeding programs, capturing revenue from weather modification activity operating today rather than only in future scenarios., Ondas HoldingsIt operates the software and infrastructure layer that automates drone fleet operations, enabling seeding missions to fly on schedule without individual pilot control.39%
- Weather modification requires detailed atmospheric data to decide when and where to intervene, making satellite and radar observations essential infrastructure for any operational program. · Spire GlobalIt operates satellites that read atmospheric conditions directly, providing the observational data required to plan seeding operations and monitor their effects., Planet LabsIt images the entire planet daily, enabling before-and-after verification that seeding missions actually produced measurable environmental changes., SatellogicIt offers low-cost atmospheric imagery, positioning itself as the affordable sensing option for large-scale weather modification monitoring across global markets., BlackSky TechnologyIt provides near-real-time satellite monitoring, enabling seeding decisions to be made within hours rather than days as operational programs require faster decision cycles.27%
- Determining which clouds to seed and measuring results requires AI-scale weather models and the computing power to run them, making this computational layer foundational to the industry. · NVIDIAIt supplies the chips that power weather AI models and simulations, making it essential infrastructure for the computational demands of weather modification programs., AlphabetIt develops advanced AI weather models used for forecasting, providing the predictive capability needed to identify where seeding interventions would be most effective., Palantir TechnologiesIt builds the software layer that converts atmospheric data into operational decisions, enabling government and utility programs to determine where and when to seed.14%
- Physical instruments that measure humidity, particles, and temperature are the ground-truth layer that all other weather modification capabilities depend on. · Teledyne TechnologiesIt manufactures the physical instruments that measure atmospheric properties, providing the foundational sensor data that all weather modification systems ultimately depend on.5%
- Cash15%