Digital Sovereignty Public Companies
Explore listed companies connected to the Digital Sovereignty research universe, organized around the infrastructure layers and technologies that shape the thesis.
Critical systems stay sovereign.
The secure compute, communications, identity, mission software and infrastructure that let nations and institutions control critical digital capabilities.
37 mapped companies
Open a company profile for its role, evidence and connection to the broader Digital Sovereignty system.
No sourced company relationships match this fund in this directory.
- ABBNYCritical Infrastructure Protection
ABB LTD
ABB, via ADR, supplies control systems, substation automation, and grid protection devices to electric and process industries
SignalWATCHLast reviewedOct 25, 2026Company research - AVAVAutonomy Software, Fleet Platforms & End Markets
AeroVironment, Inc.
AeroVironment (AVAV) — First Program-of-Record Laser C-UAS in U.S. History Investment Thesis AeroVironment is a defense-autonomy platform company that monetizes fielded systems rather than speculative software: Switchbl…
SignalHOLDLast reviewedOct 26, 2026Company research ↗Held by 2 mapped funds - ASTSSecure Communications
AST SpaceMobile, Inc.
AST SpaceMobile is building the first space-based cellular broadband network that works directly with standard smartphones. The strategic value is enormous — sovereign nations need communication resilience independent o…
SignalEXITLast reviewedOct 25, 2026Company research - TSecure Communications
AT&T INC.
- T — AT&T Inc. holds the FirstNet contract and operates the U.S. public-safety Band 14 LTE network. [FCC 700 MHz page](https://www.fcc.gov/general/700-mhz-
SignalWATCHLast reviewedOct 25, 2026Company research - AXONPerception & Sensing
Axon Enterprise
Investment Thesis AI-enabled law enforcement platform with 34% YoY Q1 2026 growth; counter-trend +5.6% on risk-off day confirms institutional thesis. Axon Enterprise represents a structural position in the Physical AI b…
SignalBENCHLast reviewedOct 26, 2026Company research ↗Held by 2 mapped funds - BBAIAutonomy Software, Fleet Platforms & End Markets
BigBear.ai
Investment Thesis BigBear.ai (NYSE: BBAI) provides mission-ready decision intelligence, computer vision, biometrics, and secure generative AI for U.S. defense, intelligence, border security, and trade workflows. The the…
SignalWATCHLast reviewedOct 26, 2026Company research - BAISR & Data Fusion
BOEING CO
Boeing builds maritime and airborne ISR platforms such as the P-8 Poseidon and E-3/E-7 AWACS, which generate and consume fused sensor data.
SignalWATCHLast reviewedOct 25, 2026Company research ↗Held by 3 mapped funds - BAHDefense Software & Mission Systems
Booz Allen Hamilton Holding Corporation
Investment Thesis Booz Allen Hamilton is the United States' largest national-security technology and consulting franchise, and the Daily Picks machine tracks it as a WATCH position in the Digital Sovereignty universe. T…
SignalHOLDLast reviewedOct 25, 2026Company research - CACIISR & Data Fusion
CACI International Inc
CACI International provides C4ISR, cyber, and enterprise IT for national security missions. The portfolio spans ISR data fusion, secure communications, and cyber operations. CACI's deep relationships with the intelligen…
SignalHOLDLast reviewedOct 25, 2026Company research ↗Held by 1 mapped fund - YOUNational Identity & Digital Credentials
Clear Secure, Inc.
Clear Secure (CLEAR) provides identity verification and biometric credentialing for trusted traveler programs, physical access, and government identity. CLEAR's TSA PreCheck enrollment and airport fast-pass lanes are th…
SignalWATCHLast reviewedOct 25, 2026Company research - CWANPayments & Financial Workflow
Clearwater Analytics Holdings, Inc.
Investment compliance, accounting, and reporting SaaS for asset owners (insurers, governments, sovereign wealth funds). Audit-grade automated reconciliation and compliance monitoring = financial-oversight trust infrastr…
SignalPOOLLast reviewedOct 25, 2026Company research - ETNGrid, Power & Thermal Infrastructure
Eaton Corporation
Investment Thesis Eaton Corporation is one of the world's largest electrical power management companies, manufacturing the switchgear, circuit breakers, UPS systems, power distribution units, and busbar that route and p…
SignalHOLDLast reviewedOct 26, 2026Company research ↗Held by 1 mapped fund - GEVGrid, Power & Thermal Infrastructure
GE Vernova
Investment Thesis GE Vernova is a pure-play grid modernization and power infrastructure company spun out of General Electric in April 2024, positioned to capture multi-year demand for high-voltage transformers, substati…
SignalHOLDLast reviewedOct 26, 2026Company research - GDISR & Data Fusion
GENERAL DYNAMICS CORP
General Dynamics Mission Systems provides ground-based processing and command systems that can consume and integrate ISR sensor data across the DoD.
SignalWATCHLast reviewedOct 25, 2026Company research ↗Held by 4 mapped funds - GSATSecure Communications
Globalstar, Inc.
Terminal merger-arb on a moat Amazon could not build. Globalstar owns globally harmonized MSS spectrum plus an operating NGSO constellation; on 2026-04-13 Amazon signed a definitive agreement to acquire it (Thermo Fundi…
SignalWATCHLast reviewedOct 25, 2026Company research - HPESovereign Cloud & Compute
Hewlett Packard Enterprise Company
Networking is the real growth engine (+75% YoY to $2.9B, routing +270%) and the Oracle OCI Juniper collaboration is a demand signal, but it carries warrants and no guaranteed revenue.
SignalWATCHLast reviewedOct 25, 2026Company research - HONSecure Communications
HONEYWELL INTERNATIONAL INC
- HON — Honeywell International Inc. markets the HGuide n580 inertial navigation system for GPS-denied navigation and files GPS/government/defense-related r
SignalWATCHLast reviewedOct 25, 2026Company research ↗Held by 1 mapped fund - INTCSovereign Cloud & Compute
INTEL CORP
- INTC — Intel SGX is the TEE foundation cited in Microsoft’s Azure confidential computing work ([Intel SGX overview](https://www.intel.com/content/www/us/e
SignalWATCHLast reviewedOct 25, 2026Company research ↗Held by 2 mapped funds - IBMSovereign Cloud & Compute
International Business Machines Corporation
Digital Sovereignty Sovereign Cloud & Compute hybrid/gov cloud + clearance-gated software as the 10-year contract toll
SignalHOLDLast reviewedOct 25, 2026Company research ↗Held by 1 mapped fund - IRDMSecure Communications
Iridium Communications Inc.
Digital Sovereignty Secure Communications Iridium EMSS as the DoD/USG satcom contract that cannot be easily rebid
SignalPOOLLast reviewedOct 25, 2026Company research ↗Held by 1 mapped fund - KTOSAutonomy Software, Fleet Platforms & End Markets
Kratos Defense
Investment Thesis Kratos Defense & Security Solutions designs and manufactures defense-focused unmanned systems, drones, tactical autonomous vehicles, and related defense technologies. As military modernization accelera…
SignalHOLDLast reviewedOct 26, 2026Company research ↗Held by 4 mapped funds - LHXAutonomy Software, Fleet Platforms & End Markets
L3Harris Technologies, Inc.
Investment Thesis L3Harris Technologies is a major defense contractor and aerospace technology company providing electronics, integrated warfare systems, communication systems, sensors, and autonomous platforms for mili…
SignalHOLDLast reviewedOct 26, 2026Company research ↗Held by 5 mapped funds - LDOSNational Identity & Digital Credentials
Leidos Holdings, Inc.
Investment Thesis Leidos is the rare government-IT name with two moats. The first is compliance-gated incumbency: a cleared workforce of roughly 24,255 people (about 77% of ~31,500 employees), a $48.7B backlog with $10.…
SignalHOLDLast reviewedOct 25, 2026Company research ↗Held by 4 mapped funds - LMTISR & Data Fusion
LOCKHEED MARTIN CORP
Lockheed Martin is a prime integrator for multiple ISR platforms and ground-processing mission systems, including the U-2 and F-35 sensor suite, and is materially exposed to fusion-enabled ISR upgrades.
SignalWATCHLast reviewedOct 25, 2026Company research ↗Held by 4 mapped funds - MSISecure Communications
Motorola Solutions, Inc.
Investment Thesis Motorola Solutions is the sovereign secure-communications toll-road: land mobile radio (LMR) and public-safety communications where failure means loss of command and control. The moat is a compound of…
SignalHOLDLast reviewedOct 25, 2026Company research - NNSecure Communications
NextNav Inc.
Digital Sovereignty Secure Communications terrestrial-PNT backup toll: GPS is a -125 dBm single point of failure deniable with a ~$50 jammer. NextNav owns licensed spectrum plus a deployed ground network - a geographic/…
SignalWATCHLast reviewedOct 25, 2026Company research - NVDAAI Factory & Cloud Training Infrastructure
NVIDIA Corporation
Investment Thesis NVIDIA is not merely a semiconductor company — it is the compute infrastructure of the artificial intelligence era, spanning training, inference, and now the emerging Physical AI stack that brings inte…
SignalHOLDLast reviewedOct 26, 2026Company research ↗Held by 6 mapped funds - ORCLSovereign Cloud & Compute
Oracle Corporation
Q1 FY27 (2026-09-10) cloud +62% / IaaS +121% with RPO $664B (+$209B YoY) and Ellison cancelling his 10b5-1 on 2026-09-14 — real operating momentum, but FCF is -$5B and $20B of equity was sold via ATM, making this a cape…
SignalHOLDLast reviewedOct 25, 2026Company research ↗Held by 1 mapped fund - OSISCritical Infrastructure Protection
OSI Systems, Inc.
Digital Sovereignty Critical Infrastructure Protection checkpoint/cargo screening hardware+software as a qualification-gated border/CI toll
SignalWATCHLast reviewedOct 25, 2026Company research - PLTRDefense Software & Mission Systems
Palantir Technologies
Investment Thesis Palantir operates as a mission-critical software layer in US government and defense IT infrastructure, selling Gotham (intelligence platform for defense/US intelligence community) and Apollo (commercia…
SignalHOLDLast reviewedOct 26, 2026Company research ↗Held by 6 mapped funds - PSNAutonomy Software, Fleet Platforms & End Markets
Parsons Corporation
Investment Thesis Parsons Corporation is the prime defense and infrastructure systems integrator that connects Physical AI subsystems — autonomy stacks, sensors, communications, and mission software — into deployable, r…
SignalACCUMULATELast reviewedOct 26, 2026Company research ↗Held by 2 mapped funds - PLPerception & Sensing
Planet Labs PBC
Investment Thesis Planet Labs operates the world's largest commercial Earth observation satellite constellation (200+ operational Dove and SkySat satellites) providing daily global multispectral imagery at 50–72cm resol…
SignalACCUMULATELast reviewedOct 26, 2026Company research ↗Held by 1 mapped fund - SAICDefense Software & Mission Systems
Science Applications International Corporation
$400M recompete win = trust signal. Mature services contractor limits asymmetry. Research-only per DS rules.
SignalWATCHLast reviewedOct 25, 2026Company research - TENBCritical Infrastructure Protection
Tenable Holdings, Inc.
Tenable is the leading vulnerability management platform with Nessus as the industry standard for security scanning. The expansion into OT/ICS security (Tenable OT Security) targets critical infrastructure protection —…
SignalHOLDLast reviewedOct 25, 2026Company research ↗Held by 1 mapped fund - TYLNational Identity & Digital Credentials
Tyler Technologies, Inc.
Digital Sovereignty National Identity & Digital Credentials civic records / courts / ERP as the software governments cannot easily rebid
SignalWATCHLast reviewedOct 25, 2026Company research - VRTGrid, Power & Thermal Infrastructure
Vertiv Holdings
Investment Thesis Vertiv is positioned at the physical infrastructure layer (Layer 0) of the Physical AI buildout. The company manufactures the coolant distribution units (CDUs), power distribution, and thermal manageme…
SignalHOLDLast reviewedOct 26, 2026Company research - VSATSecure Communications
Viasat, Inc.
Viasat is building resilient multi-orbit (LEO/GEO) secure satellite communications for sovereign/defense, aviation, maritime and fixed broadband customers. The digital-sovereignty moat is the combined stack of orbital b…
SignalEXITLast reviewedOct 25, 2026Company research ↗Held by 1 mapped fund