80 stocks in the theme · theme 1-month -1.4% · as of 2026-07-02
Autonomous Systems is bouncing back: its median constituent jumped 4.7% over the past week after falling 0.2% over the prior three months, with 79% of its members advancing. Companies developing self-driving vehicles, drones, and autonomous industrial systems.
Below are the 10 largest Autonomous Systems stocks by market capitalization, led by GOOGL (Alphabet Inc. Class A Common Stock) at $4.1T. Each is shown with its 1-month, 3-month, and year-to-date performance, relative-strength rank, and recent price action — a snapshot of where the money and momentum sit in the theme today.
These are the recognizable leaders, not micro-cap lottery tickets: ranking by market cap surfaces the companies with the scale, liquidity, and institutional ownership to actually represent the theme. Use the relative-strength column to separate the names outperforming the broad market from those just along for the ride.
Alphabet is a holding company that wholly owns internet giant Google. The California-based company derives slightly less than 90% of its revenue from Google services, the vast majority of which is advertising sales. Alongside online ads, Google services houses sales stemming…
GOOGL (Alphabet Inc. Class A Common Stock) is a $4.1T name. Within the theme it sits in the Autonomous Vehicles & Mobility sub-group. It's roughly flat over the past month (-0.5%). An RS rank of 94 puts it among the market's leaders. Over longer windows it's +21.0% in three months and +14.2% year-to-date.
#2. GOOG — Alphabet Inc. Class C Capital Stock · $4.1T
Media & Entertainment · Digital Advertising — Search & Video · Public since 2004
Alphabet is a holding company that wholly owns internet giant Google. The California-based company derives slightly less than 90% of its revenue from Google services, the vast majority of which is advertising sales. Alongside online ads, Google services houses sales stemming…
GOOG (Alphabet Inc. Class C Capital Stock) carries a $4.1T valuation. Within the theme it sits in the Autonomous Vehicles & Mobility sub-group. It's roughly flat over the past month (-0.6%). Relative strength is strong at 94 — it's outpacing most of the market. Over longer windows it's +20.8% in three months and +13.0% year-to-date.
#3. TSLA — Tesla, Inc. Common Stock · $1.6T
Automobiles · Electric Vehicles — Vertically Integrated · Public since 2010
Tesla is a vertically integrated battery electric vehicle automaker and developer of real-world artificial intelligence software, which includes autonomous driving and humanoid robots. The company has multiple vehicles in its fleet, which include a midsize sedan and crossover…
TSLA (Tesla, Inc. Common Stock) carries a $1.6T valuation. Within the theme it sits in the Autonomous Vehicles & Mobility sub-group. It's down -7.1% over the past month, lagging the theme's leaders. Relative strength is strong at 81 — it's outpacing most of the market. Over longer windows it's +3.2% in three months and -10.2% year-to-date.
#4. UBER — Uber Technologies, Inc. · $146.9B
IT Services · Mobility Platforms — Multi-Modal Transportation · Public since 2019
Uber Technologies is a technology provider that matches riders with drivers, hungry people with restaurants and food couriers, and shippers with carriers. The firm's on-demand technology platform is currently utilized by traditional cars as well as autonomous vehicles, but could…
UBER (Uber Technologies, Inc.) carries a $146.9B valuation. Within the theme it sits in the Autonomous Vehicles & Mobility sub-group. It's roughly flat over the past month (+3.9%). An RS rank of 33 flags relative underperformance. Over longer windows it's +3.8% in three months and -10.2% year-to-date.
#5. LMT — Lockheed Martin Corp. · $117.5B
Aerospace & Defense · Defense — Prime Contractor · Public since 1995
Lockheed Martin is the world's largest defense contractor and has dominated the Western market for high-end fighter aircraft since it won the F-35 Joint Strike Fighter program in 2001. Aeronautics is Lockheed's largest segment, which derives upward of two-thirds of its revenue…
LMT (Lockheed Martin Corp.) carries a $117.5B valuation. Within the theme it sits in the Drones & Aerial Systems sub-group. A +6.3% one-month move shows buyers in control. Relative strength sits mid-pack at 68. Over longer windows it's -11.6% in three months and +9.8% year-to-date.
#6. GD — General Dynamics Corporation · $95.8B
Aerospace & Defense · Aerospace & Defense — Commercial AIrcraft · Public since 1952
General Dynamics is a defense contractor and business jet manufacturer. The firm's segments are aerospace, marine, combat systems, and technologies. General Dynamics' aerospace segment manufactures Gulfstream business jets and operates a global aircraft servicing operation.…
GD (General Dynamics Corporation) commands a $95.8B market cap. Within the theme it sits in the Autonomous Industrial & Logistics sub-group. A +10.6% one-month move shows buyers in control. Relative strength sits mid-pack at 78. Over longer windows it's +6.6% in three months and +8.8% year-to-date.
#7. NOC — Northrop Grumman Corp. · $72.3B
Aerospace & Defense · Defense — Prime Contractor · Public since 1972
Northrop Grumman is a diversified defense contractor providing aeronautics, defense, and space systems. The company's aerospace segment produces autonomous and piloted aircraft such as Global Hawk drones and the new B-21 bomber, creates the fuselage for the massive F-35 program,…
NOC (Northrop Grumman Corp.) commands a $72.3B market cap. Within the theme it sits in the Drones & Aerial Systems sub-group. It's roughly flat over the past month (+2.3%). An RS rank of 58 is middling — neither leader nor laggard. Over longer windows it's -21.2% in three months and -6.3% year-to-date.
#8. GM — General Motors Company · $69.5B
Automobiles · Electric Vehicles — Vertically Integrated · Public since 2010
General Motors Co. emerged from the bankruptcy of General Motors Corp. (old GM) in July 2009. GM has eight brands and operates under three segments: GM North America, GM International, and GM Financial. The United States now has four brands instead of eight under old GM. The…
GM (General Motors Company) commands a $69.5B market cap. Within the theme it sits in the Autonomous Vehicles & Mobility sub-group. It's down -7.0% over the past month, lagging the theme's leaders. With RS at 89, it's outperforming the broad tape. Over longer windows it's +1.3% in three months and -6.1% year-to-date.
#9. LHX — L3Harris Technologies, Inc. · $54.1B
Aerospace & Defense · Defense Systems — Unmanned & Electronic Warfare · Public since 1955
In addition to its legacy software-defined radio franchise, L3Harris Technologies has through a series of acquisitions established franchises producing uncrewed aerial vehicles, sensors, avionics, space-based systems, missiles, and solid rocket motors. It is also adept at…
LHX (L3Harris Technologies, Inc.) carries a $54.1B valuation. Within the theme it sits in the Drones & Aerial Systems sub-group. It's roughly flat over the past month (-2.0%). An RS rank of 71 is middling — neither leader nor laggard. Over longer windows it's -14.6% in three months and -0.8% year-to-date.
#10. GRMN — Garmin Ltd · $45.8B
Consumer Electronics · Consumer Electronics — Multi-Category Household Products · Public since 2000
Garmin produces GPS-enabled hardware and software for five sectors: fitness, outdoors, automotive, aviation, and marine. Garmin has built a strong reputation for durable, high-precision devices through a vertically integrated design and manufacturing approach. The company's…
GRMN (Garmin Ltd) is a $45.8B name. Within the theme it sits in the LiDAR, Radar & Perception Hardware sub-group. It's roughly flat over the past month (-0.4%). An RS rank of 65 is middling — neither leader nor laggard. Over longer windows it's +1.0% in three months and +18.6% year-to-date.