Sectors · Frontier

Frontier Companies

Space, quantum, biotech, and other deep-tech bets. This page lists 46 companies: 46 scored public companies (scores 19–62).

Scored public companies

CompanyTickerScoreGradeSpeed (A)Moat (B)Creative Destruction (C)
Rocket LabRKLB62B193410
TeslaTSLA62B153812
Illumina, Inc.ILMN61B164012
SpaceXSPCX60B204314
Veracyte, Inc.VCYT58C163412
InsuletPODD57C163511
HEICO CorporationHEI56C203011
Twist Bioscience Corp.TWST56C173412
GeneDx Holdings Corp.WGS56C163611
Elbit Systems Ltd.ESLT55C193111
Adaptive BiotechnologiesADPT54C183011
SymboticSYM54C143310
Alamar Biosciences, Inc.ALMR53C192910
CareDx, Inc.CDNA52C192911
NateraNTRA52C173312
AST SpaceMobileASTS51C19338
IonQIONQ51C19268
Butterfly Network, Inc.BFLY49C182911
Schrödinger, Inc.SDGR49C152911
Teledyne Technologies IncorporatedTDY49C17279
CRISPR TherapeuticsCRSP48C142412
WeRide Inc.WRD48C202611
Karman Holdings Inc.KRMN47C17349
KratosKTOS47C17249
908 Devices Inc.MASS47C16259
Ouster, Inc.OUST47C192610
Cerus CorporationCERS46C15288
Serve RoboticsSERV46C16259
L3Harris Technologies, Inc.LHX45C152710
Pony AI Inc.PONY45C202411
Ionis Pharmaceuticals, Inc.IONS44C162610
Recursion PharmaceuticalsRXRX44C15249
AbCelleraABCL43C13237
RedwireRDW43C14306
Guardant Health, Inc.GH42C172911
Firefly AerospaceFLY41C17249
10x Genomics, Inc.TXG41C11329
Personalis, Inc.PSNL39D142310
Intuitive Machines, Inc.LUNR38D152110
Honeywell Aerospace IncHONA37D12316
Kodiak AI IncKDK36D152312
AeroVironmentAVAV35D16228
Aurora Innovation, Inc.AUR34D141913
Rivian Automotive, Inc.RIVN34D16248
Pacific Biosciences of California, Inc.PACB29D9239
Voyager Technologies, Inc.VOYG19D14187

Sorted by Blitz Index score, highest first. Speed is out of 25, Moat out of 60, Creative Destruction out of 15.

Scores measure blitzscaling strategy from public data.

Research only — not investment advice. Scores measure blitzscaling strategy (speed, moat, creative destruction) from public data. Not a recommendation to buy, sell, or hold any security.