Two featured companies, thirteen small public companies building with SI and AR, and the marine companies Luxury Marine Life keeps an eye on. Real tickers, the latest quarter as each company reported it, and each company’s own press releases. Investor relations since 2015, now combined with SI: people plus AI.
Enterprise smart glasses, waveguide optics for other device makers, defense displays and, since August, optical interconnects for AI data centers. A small listed company whose whole business is AR: Amazon is testing its Ultralite Pro glasses, Collins Aerospace moved to initial production, and Quanta Computer is an investor and manufacturing partner.
The risk: First-half 2026 operating cash use of $12.2m against $17.3m of cash, with a $100m at-the-market share program on file.
Related party: AIEDGE Holdings, Inc., under common control with First Look Equities, is preparing an application to become an authorized Vuzix reseller and software partner. First Look Equities has received nothing from Vuzix.
Computer-vision software for banks: mobile check deposit, a check-fraud consortium, and identity verification with biometric liveness and deepfake detection. The strongest of 26 AI, SI and AR small caps we screened on method v2: GAAP profit, a 79% gross margin, net cash generation, a shrinking share count and a majority-independent board. Preliminary score 77.
The risk: Two channel customers above 10% of revenue, and a control history (fiscal 2022–2024) that the fiscal 2026 10-K must confirm as closed.
No related party, no fees, no positions. Chosen from a screen of 26 companies on 30 Oct 2026.
From a $12m security-robot maker to a $677m drone company; each uses AI or AR in what it sells. Market values are closing quotes for 23 October 2026 unless marked, and quarters are April to June 2026 unless marked. Each card links the company’s own results release.
MicroLED and OLED microdisplays and optics for AR, defense and industrial headsets.
Military drones and uncrewed vessels running autonomous swarming software.
AI video, sensor and data-management platform used by U.S. Homeland Security.
Enterprise AI software for redaction, video intelligence and hiring (Broadbean).
SaaS identity checks and biometrics for retailers, lenders and car dealerships.
AI and multispectral imaging (DeepView) that assesses burn wounds.
AI roadway-intelligence platform for state transport departments and police.
Lidar sensors with on-board perception software for vehicles and industry.
Use-of-force training simulators, including V-XR extended-reality training.
AI sales agents that sell by voice, text and avatar, sold by subscription.
AI event software (Map D, Eventdex); formerly NexTech AR Solutions.
Autonomous security robots with AI software, sold as a managed service.
AI operating system for beauty and wellness businesses.
Left off the screen: AITX (quoted below OTCQB; evaluated first), Brightline Interactive, formerly Glimpse (Nasdaq delisting determination in September), Duos (now rents data-center space), WiMi (no current trading confirmed), authID (strategic review) and three names under $5m.
Eight listed marine companies, from a $5m electric-boat maker to two Italian superyacht builders, picked with Luxury Marine Life from the waters it works in. Brunswick and Garmin sit beside them for scale.
Affiliate disclosure. Luxury Marine Life is an affiliate of First Look Equities under common control, and helped choose this list. First Look Equities has received nothing from any company on it.
Uncrewed surface vessels (WAM-V) and PowerBuoy offshore power and data.
E-Motion electric boat propulsion; owns the Florida dealer Nautical Ventures.
Subsea sonar, batteries and survey services.
MasterCraft, Crest, Balise, Chaparral and Robalo boats.
Malibu, Axis, Cobalt, Pursuit, Saxdor and other boat brands.
Boat dealer group with brokerage, finance and service.
Yachts and superyachts: Sanlorenzo, Bluegame and Nautor Swan.
Ferretti Yachts, Riva, Custom Line, CRN and Itama.
Mercury engines, boats and Navico Group marine electronics.
Consumer, aviation and marine electronics.
Not on the list: MarineMax is being bought by Safe Harbor Marinas, a Blackstone Infrastructure company; its holders vote on 11 November. source Twin Vee is merging into a Greenland nickel explorer. source Marine Products now belongs to MasterCraft. source
A21’s Miami yacht road show aboard the 102-foot Leopard showed what a road show on the water looks like: a brand presentation and a private tasting aboard, filmed and photographed. It is the model for the Uncharted Boardroom, investment board meetings on the water in Miami, coming in 2027. A21’s coverage page stays as published and is not part of the SI and AR screen.
The daily board, the weekly issue and the research library: both featured reports, the AR landscape and the marine watchlist, with every source and every disclosure. One address, one click.
We choose the companies we cover from the public record. No company pays for its place on this page or for its First Look Score. Paid investor-relations work, when a company buys it, is labelled on every piece.
First Look Equities publishes impersonal research of general and regular circulation. We choose the featured company, the screen and the marine watchlist; none of those companies has paid for its place, and First Look Equities has received nothing from any of them. Related parties: AIEDGE Holdings, Inc., under common control with First Look Equities, is preparing an application to become an authorized Vuzix reseller and software partner; Luxury Marine Life, an affiliate under common control, helped choose the marine watchlist. Figures are as each company reported them for the period shown; market values are third-party closing quotes on the date shown; headlines are the companies’ own, linked to the source. We give no ratings, price targets or calls to buy or sell, and we are not a broker-dealer, funding portal or registered investment adviser. Nothing on this page is an offer or solicitation of securities. The A21 media are legacy coverage, and A21’s own page carries its disclosures; any A21 offering is made solely by the issuer. This page measures anonymous media engagement (plays and progress); see privacy.
