When the Bombs Stop, Pizzas Start
−9.1%
since Oct 9
The idea
I think drone makers who sell to both militaries and civilians are the ones who win when fighting cools, since they can pivot that extra capacity toward things like golf course deliveries. So this basket leans into dual-use drone makers, the component suppliers they all depend on, and the big delivery companies that benefit from cheaper drones once war demand fades. Pure military drone makers get a small slice since their orders dry up fastest.
What it owns
- These companies already sell drones to both armies and civilian customers, so they can shift factories to civilian work fastest when military orders slow. · Ondas HoldingsIt sells drones to both armies and civilians, positioning it to shift production toward civilian delivery work as military demand softens., Teledyne TechnologiesIts FLIR division makes drones and thermal sensors for both military and civilian markets like fire response and infrastructure inspection., DraganflyIt started in commercial delivery drones and retains that civilian foundation, positioning it to swing back toward pizza delivery once military demand cools., AIRO Group HoldingsIt builds drones and air mobility platforms for cargo and passengers, combining military expertise with a civilian path already in development., EHang HoldingsIt builds autonomous aircraft for civilian transportation, representing the long-term application of drone technology once military demand fades., ZenaTechIt operates a drone-as-a-service model renting inspection and surveying work to businesses, the civilian business model the take expects to expand.32%
- The major delivery companies running drone flights gain from cheaper hardware and pilots once war demand fades. · AlphabetIts Wing drone delivery service scales faster once hardware costs fall and regulatory rules for beyond-visual-line-of-sight flights expand., DoorDashIt operates the logistics network where drones actually connect, so it gains when drone hardware costs drop and delivery economics improve., AmazonPrime Air, its drone delivery operation, benefits from cheaper drones and relaxed FAA regulations that make each delivery less expensive., WalmartIt is the largest buyer of commercial drone delivery, so it captures savings when drone hardware becomes cheaper and more widely available.27%
- Every drone needs motors, cameras, chips and batteries, so these suppliers earn revenue regardless of whether drones deliver military payloads or pizzas. · Unusual MachinesIt supplies motors and components to drone makers, so revenue continues flowing whether customers build military or civilian aircraft., AmbarellaIt makes vision chips that let drones navigate autonomously, a capability valued equally by military and civilian delivery services., Amprius TechnologiesIts high-energy batteries extend flight time, making delivery routes profitable for both military and commercial operators., OusterIts lidar sensors let drones map surroundings and avoid obstacles autonomously, a feature essential for safe commercial delivery operations.21%
- A small position in military drone leaders hedges against prolonged conflict, while the rest of the basket waits for peace. · AeroVironmentIt is the largest US military drone maker, held small as a hedge in case conflict continues longer than peace expectations suggest., Red Cat HoldingsIt supplies small drones to the military, held small as a counter-bet in case ceasefire negotiations stall and defense orders persist., Kratos Defense & Security SolutionsIt makes military drones including jet-powered systems, held small as protection against delayed peace talks that extend defense spending.9%
- Cash11%