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Gulfstream DARTS / Theme

Robotics & Space: 160 public companies

Physical execution. Companies whose own SEC filings describe aircraft, defense systems, drones, robotics and space systems.

160Companies
34High-confidence placements
10Confirmed insider buying
24Distribution stamps
0Also Picks & Shovels

DARTS places each company in one of five themes from what it says in its own SEC filings. 160 of the 1,485 classified companies sit in Robotics & Space; 34 of those placements are high confidence.

Sub-sectors

Sub-sectorCompaniesShare of companiesHigh confidenceConfirmed buying
Aircraft & Aerospace Platforms5094
Robotics & Automation4234
Space Systems & Satellites3390
Defense Systems, Sensors & Communications1970
Drones & Autonomous Systems1462
Not yet placed in a sub-sector200

Where insiders are buying

10 Robotics & Space companies carry a Confirmed stamp: net insider buying strong enough to stamp, $7,665,426 bought in total. Open-market purchases and sales reported on SEC Form 4, filed Sep 4, 2026 to Nov 9, 2026.

CompanySub-sectorInsiders buyingBoughtLast buy
ROKROCKWELL AUTOMATION, INCRobotics & Automation1$1,545,449Nov 9, 2026
BABOEING COAircraft & Aerospace Platforms2$1,508,848Oct 30, 2026
HEIHEICO CORPAircraft & Aerospace Platforms8$1,400,595Oct 8, 2026
HEI.AHEICO CORPAircraft & Aerospace Platforms8$1,400,595Oct 8, 2026
KRMNKarman Holdings IncAircraft & Aerospace Platforms3$1,036,485Sep 16, 2026
HLMNHillman Solutions CorpRobotics & Automation1$248,500Sep 11, 2026
QTEXQTREX Quantum LtdRobotics & Automation2$180,903Oct 15, 2026
TELATELA Bio, IncRobotics & Automation1$167,237Sep 17, 2026
PDYNPalladyne AI CorpDrones & Autonomous Systems1$99,129Sep 8, 2026
LTRXLANTRONIX INCDrones & Autonomous Systems1$77,685Sep 9, 2026

Where insiders are selling

24 companies carry a Distribution stamp: one-way insider selling, $379,489,208 sold in total. A Distribution stamp is a flag, not a short thesis; insiders sell for many reasons.

CompanySub-sectorInsiders sellingSoldLast sale
SYKSTRYKER CORPRobotics & Automation1$178,924,731Nov 6, 2026
SPCXSPACE EXPLORATION TECHNOLOGIES CORPSpace Systems & Satellites1$52,546,492Sep 22, 2026
CAICaris Life Sciences, IncSpace Systems & Satellites3$27,204,812Sep 22, 2026
RKLBRocket Lab CorpSpace Systems & Satellites2$26,678,257Nov 2, 2026
ISRGINTUITIVE SURGICAL INCRobotics & Automation5$19,963,566Nov 4, 2026
RDWRedwire CorpSpace Systems & Satellites1$10,539,793Sep 23, 2026
TDGTransDigm Group INCAircraft & Aerospace Platforms1$8,893,813Oct 15, 2026
BETABETA Technologies, IncAircraft & Aerospace Platforms1$6,977,410Nov 9, 2026
QCOMQUALCOMM INC/DEDefense Systems, Sensors & Communications6$5,964,217Nov 9, 2026
JOBYJoby Aviation, IncAircraft & Aerospace Platforms8$5,048,673Nov 2, 2026
GEGENERAL ELECTRIC COAircraft & Aerospace Platforms1$4,920,327Nov 4, 2026
TERTERADYNE, INCRobotics & Automation3$3,653,179Nov 2, 2026
LUNRIntuitive Machines, IncSpace Systems & Satellites2$3,634,331Sep 21, 2026
BKSYBlackSky Technology IncSpace Systems & Satellites3$3,401,909Oct 20, 2026
ASAmer Sports, Inc—1$3,124,040Sep 15, 2026

Largest 15 by dollars sold. The other 9 are on the dashboard.

How to read this page

Theme and sub-sector placements come from each company's own filings. The insider stamps join on the company's SEC CIK from the nightly Form 4 tape. Form 4 filings lag trades by up to two business days. 65 of these 160 companies had any insider buying or selling in the window; the rest show no open-market trades.

Open the Robotics & Space board on the live dashboard