29. Palladyne AI Corp. (NASDAQ:PDYN)
Market Capitalization: $283.36 Million
Number of Hedge Fund Holders: N/A
Palladyne AI Corp. (NASDAQ:PDYN) is a software company that focuses on advancing the functionality of third-party robotic systems, both stationary and mobile. Its AI/ML platform enables robots to observe, learn, and adapt to various environments with minimal programming and training. The platform allows robotic systems to quickly adjust to changes by applying real-time experiences. Palladyne AI serves industries such as manufacturing, logistics, defense, energy, and aerospace.
Palladyne AI (NASDAQ:PDYN) recently announced that the company and Red Cat Holdings, Inc. have successfully completed a flight where multiple Teal drones, equipped with Palladyne Pilot AI software, autonomously collaborated to identify and track objects on the ground. This achievement shows the software’s ability to manage sensors and enable drones to share information despite limited communication. This milestone follows Palladyne AI’s previous demonstration of a single drone autonomously interacting with a small drone’s autopilot. The collaboration between Palladyne AI and Red Cat focuses on advancing situational awareness and reducing the cognitive load on operators.
28. Arbe Robotics Ltd. (NASDAQ:ARBE)
Market Capitalization: $294.6 Million
Number of Hedge Fund Holders: 3
Arbe Robotics Ltd. (NASDAQ:ARBE) is a leading innovator in Perception Radar technology, providing advanced radar solutions critical for driver-assist systems and autonomous driving. The company’s radar is 100 times more detailed than traditional radars, supporting L2+ autonomy and beyond. Arbe’s technology serves a wide range of industries, including automakers, Tier 1 suppliers, and commercial vehicles, enabling better safety and perception through advanced sensing. Arbe’s radar solutions are essential for the growing automotive radar market and play an important role in the advancement of AI-driven autonomous vehicles.
Arbe Robotics Ltd. (NASDAQ:ARBE) is also collaborating with NVIDIA to strengthen free space mapping and AI-driven capabilities for the automotive industry. The company’s ultra-high-definition radar, offering high-resolution, long-range detection in any weather or lighting condition. The radar’s AI processing delivers precise mapping of drivable areas, detects small obstacles, and integrates seamlessly with other sensors. The combined solution with NVIDIA’s DRIVE AGX platform enables advanced driving features, improving vehicle safety and autonomy with real-time, AI-powered perception.
27. SES AI Corporation (NYSE:SES)
Market Capitalization: $313.35 Million
Number of Hedge Fund Holders: 14
SES AI Corporation (NYSE:SES) is revolutionizing electric transportation with its advanced Li-Metal batteries, designed for both land and air applications. The company integrates superintelligent AI into every aspect of its operations, from R&D and materials sourcing to cell design, engineering, manufacturing, and battery health monitoring.
SES AI (NYSE:SES) introduced a groundbreaking AI-enhanced 2170 cylindrical cell for humanoid robotics applications at the 2025 CES Show. The new battery incorporates an electrolyte discovered through SES AI’s Molecular Universe initiative, which is mapping the chemical and physical properties of a vast range of small molecules suitable for battery electrolytes. The innovation stems from SES AI’s collaboration with NVIDIA, Supermicro, and Crusoe, initiated in September 2024.
The AI-enhanced 2170 cylindrical cell combines the widely used 2170 Li-ion cell form factor with improved low-temperature performance, high-rate cycling stability, and reduced thermal risks, thanks to the newly discovered AI-driven electrolyte. Founder and CEO Qichao Hu, highlighted:
“The worldwide market for Li-ion cylindrical cells alone is currently estimated at $10bn in 2023 and expected to grow to $50bn by 2033 according to Allied Market Research. Using this electrolyte in our new cells as well as Li-Metal applications creates additional revenue potential we had not previously anticipated.”