Investment Themes
Among the oldest players in the space conquest, we have the United States (NASA), Russia (Roscosmos) and Europe (ESA). Alongside them are the newcomers there is China (CNSA), India (ISRO), Canada (CSA), Japan (JAXA) and the United Arab Emirates (UAE SA), in search of international recognition and new levers of growth and expenditure.
But for some years now, space exploration is also done by a multitude of private companies. In view of the effervescence observed in recent years, we are probably at the dawn of a new space era. The main interested parties talk about space tourism, colonizing Mars or exploring interstellar waste.
This thematic list aims to identify listed companies involved in space activities such as the creation of reusable rockets, satellite launches, production of drones and other orbital and sub-orbital aircraft, 3D printing and embedded technologies for space objects. These innovations are well on their way to revolutionizing space observation and exploration, logistics, transportation, telecommunications, and could even send humans to Mars.
Our selection
| Technology | Satellite Service Operators | 23.8B | +301.66% | ||
| Technology | Network Equipment | 271M | +70.83% | ||
| Technology | Electronic Component | 31.19B | +109.54% | ||
| Industrials | Satellite Design & Manufacture | 5.48B | +332.43% | ||
| Technology | Semiconductor Testing Equipment & Service | 31.94B | +61.98% | ||
| Industrials | Satellite Design & Manufacture | 2.45B | +127.56% | ||
| - | - | 518M | - | ||
| Technology | Satellite Service Operators | 3.84B | +135.75% | ||
| Technology | Other Communications & Networking | 107M | -9.73% | ||
| Technology | Other Software | 9.64B | +41.86% | ||
| Technology | Other Communications & Networking | 35.54B | +26.47% | ||
| Technology | Satellite Service Operators | 30.05B | +355.85% | ||
| Industrials | Other Aerospace & Defense | 33.93B | +149.43% | ||
| Technology | Search Engines | 3,777B | +65.04% | ||
| Technology | Other Internet Services | 454M | +23.76% | ||
| Industrials | Other Aerospace & Defense | 7.88B | +26.43% | ||
| Technology | Other Communications & Networking | 5.18B | +349.71% | ||
| Industrials | Industrial Machinery | 3.02B | +33.13% | ||
| Technology | Other Communications & Networking | 840M | +112.52% | ||
| Technology | Electronic Component | 170B | +100.27% | ||
| Industrials | Other Aerospace & Defense | 13.3B | +198.64% | ||
| Industrials | Other Aerospace & Defense | 5.79B | +16.06% | ||
| Technology | Other Semiconductors | 139B | +33.39% | ||
| Industrials | Commercial Aircraft Manufacturing | 14.19B | +91.39% | ||
| Technology | Broadcasting Equipment | 132M | +18.42% | ||
| Technology | Other Software | 21.07B | +119.09% | ||
| Industrials | Other Aerospace & Defense | 238B | +53.32% | ||
| Industrials | Other Aerospace & Defense | 698M | +81.19% | ||
| Industrials | Other Industrial Machinery & Equipment | 17.61B | -26.05% | ||
| Technology | Other Software | 91.07B | -1.67% | ||
| Industrials | Spacecraft Manufacturing | 224M | -39.63% | ||
| Industrials | Other Aircraft Parts Manufacturing | 414M | +42.12% | ||
| Industrials | Other Industrial Machinery & Equipment | 1.26B | +36.15% | ||
| Industrials | Commercial Aircraft Manufacturing | 15.31B | +13.54% | ||
| Industrials | Other Aerospace & Defense | 92.1B | +29.60% | ||
| Industrials | Other Aerospace & Defense | 54.22B | +37.84% | ||
| Industrials | Other Aerospace & Defense | 12.41B | +62.29% | ||
| Technology | Other IT Services & Consulting | 24.36B | +32.26% | ||
| Technology | Satellite Service Operators | 1.97B | -35.18% | ||
| Industrials | Other Aircraft Parts Manufacturing | 1.42B | +49.40% | ||
| Industrials | Other Aircraft Parts Manufacturing | 74.2B | +3.96% | ||
| Industrials | Commercial Aircraft Manufacturing | 110B | -2.28% | ||
| Industrials | Other Aerospace & Defense | 6.27B | -12.21% | ||
| Technology | Enterprise Software | 19.83B | +17.95% | ||
| Consumer Cyclical | Internet & Mail Order Department Stores | 2,462B | +4.96% | ||
| Industrials | Spacecraft Manufacturing | 12.34M | -.--% | ||
| Industrials | Agricultural Machinery | 129B | +12.33% | ||
| Industrials | Commercial Aircraft Manufacturing | 179B | +24.87% | ||
| Technology | Portable Satellite Navigation | 773M | +5.91% | ||
| Technology | Other Electronic Equipment & Parts | 31.36B | +2.37% | ||
| Industrials | Other Aircraft Parts Manufacturing | 38B | +32.61% | ||
| Industrials | Testing & Measuring Equipment | 5.34B | +55.06% | ||
| Industrials | Other Heavy Machinery & Vehicles | 28.87B | +16.32% | ||
| Basic Materials | Other Non-Paper Containers & Packaging | 13.19B | -10.74% | ||
| Industrials | Other Aerospace & Defense | 79.93B | +19.34% | ||
| Industrials | Other Aerospace & Defense | 32.28B | +83.73% | ||
| Technology | Other Software | 91.3B | +11.64% | ||
| Industrials | Satellite Design & Manufacture | 55.13B | +64.73% | ||
| Industrials | Other Aerospace & Defense | 9.51B | +1.44% | ||
| Technology | Other Electronic Equipment & Parts | 24.56B | +12.71% | ||
| Industrials | Other Business Support Services | 16.24B | +2.33% | ||
| Technology | Satellite Service Operators | 2.64B | +77.04% | ||
| Industrials | Commercial Aircraft Manufacturing | 153B | +13.40% | ||
| Industrials | Other Aerospace & Defense | 1.27B | -53.40% | ||
| Industrials | Other Aerospace & Defense | 31.62B | +176.88% | ||
| Consumer Non-Cyclical | Consumer Goods Conglomerates | 123B | -14.18% | ||
| Technology | Other IT Services & Consulting | 5.59B | -24.01% | ||
| Industrials | Freight Logistics | 9.53B | -5.31% | ||
| Technology | 3D Printers | 254M | -39.94% | ||
| Technology | Other Communications & Networking | 40.54B | +2.20% | ||
| Technology | Broadcasting Equipment | 1.55B | -27.27% | ||
| Technology | Other Software | 35.78B | -30.96% | ||
| Industrials | Other Aircraft Parts Manufacturing | 2.36B | -12.94% | ||
| Technology | Satellite Service Operators | 101B | -26.46% | ||
| Technology | Other Wireless Telecommunications Services | 172B | +6.72% | ||
| Industrials | Spacecraft Manufacturing | 22.84M | -88.07% | ||
| Industrials | Other Aircraft Parts Manufacturing | 846M | +97.84% | ||
| Technology | Satellite Service Operators | 277M | -37.01% | ||
| Technology | Satellite Service Operators | 1.17B | -7.85% | ||
| Industrials | Other Aerospace & Defense | 608M | +286.87% | ||
| Technology | Other Wireless Telecommunications Services | 756M | -30.16% | ||
| - | - | 7.43B | - | ||
| Technology | Satellite Service Operators | 9.35B | - | ||
| Technology | 3D Printers | 280M | - | ||
News of the components
| ░░░░ | ░░░░░░░ ░░ ░░░░░ ░░░░░░ ░░░░░░ ░░ ░░░░░ ░░░ ░░░░░░ ░░░░░ ░░░░░░░░░ ░░░░░░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░ ░░░░░░░░░ ░░░ ░░░░░░░ ░░ ░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░ ░░░░░░ ░░░░ ░░ ░░░ ░░░░░░ ░░░░░░░ ░░░░░░░ ░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░ ░░░░░░ ░░ ░░░░░ ░░░░░░░ ░░░ ░░░░░░░░░░░ ░░░░░ ░░░ ░░░░░░░░░ | ░░ |
| ░░░░ | ░░░ ░░ ░░░░░░░░░░ ░░░░ ░░░░░░ ░░ ░░░░ ░░░░ ░░░░░░░ ░░░░░░░ ░░░ ░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░░░ ░░░░░░ ░░░░░ ░░░░░ ░░░░░░░░░ ░░░░░░░░ ░░░ ░░ ░░░░░ ░░░░░░ ░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░ ░░░░░░░░░ ░░░░░░░ ░░░ ░░░░░░ ░░░░ ░░ ░░░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░░░░ ░░░ ░░ | ░░ |
| ░░░░ | ░░░░░░░░░░░░ ░░░ ░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░░░ ░░░░░░ ░░░░░░░░░░░░░░░░ ░░░░░░ ░░░░ ░░░░░░░ ░░░░░░░░░ ░░░░░░░░░░░░ ░░░░░ ░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░ ░░░ ░░ ░░░░░░░░░ ░░░░░░ ░░░░░░░░░░░░ | ░░ |
| ░░░░ | ░ ░░░░░░░ ░░░░░░░░░░░░░░░░░░ ░░░░░░ ░░ ░░░░ ░░░░░░░░ ░░░░░ ░░░ ░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░░░░░ ░░░░░░░ ░░░░ ░░░░░░ ░░░░░ ░░░░░░░░░░░ ░░░░░░░░░ ░░ ░ ░░░░░░ ░░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░ ░░░░░░░░ ░░░░ ░░░░ ░░░░░░░ ░░ ░░░ ░░░░░ ░░ ░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░ ░░░░░░░░░░░░░░░░░░ ░░░░░ ░░░░░░░░ ░░░░ ░░░░ ░░░░░░░ ░░ ░░░░░░░░░░░ ░░░░░░░░░ ░░░░░░░░░ ░░░░░░░░ ░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░ ░░░░░░░ ░░░░ ░░░░░░ ░░░░░ ░░░░░░░░░ ░░░░░░░░░ ░░ ░ ░░░░░░ ░░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░ ░░░░░░░░░░░░░░░░░░ ░░░░░░ ░░ ░░░░░░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░ ░░░░░░ ░░░░ ░░░░░ ░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░░░░░ ░░░░ ░░░░░░ ░░░░░ ░░░░░░░░░ ░░░░░░░░░ ░░ ░ ░░░░░░ ░░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░ ░░░░░░ ░░ ░░░░░░░░ ░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░░ ░░░░░ ░░░░░░░ ░░░░ ░░░░░░ ░░░░░ ░░░░░░░░░░░ ░░░░░░░░░ ░░ ░ ░░░░░░ ░░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░ ░░░░░░░░░ ░░░░ ░░░░░░░░░░░ ░░ ░░░░ ░░░░░░░░░ ░░░░ ░░░░░░░░░░ ░░░░░ ░░░░░░░░░ | ░░ |
Heatmap
Calendar of the components
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░ |
| ░░░░ | ░░░░░ ░░░░░░░░░░ ░░░░░░░░ ░░░░░░░░░░░░ |
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░ |
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░ |
| ░░░░ | ░░░░ ░░░░░ ░░░░░░░ ░░░░░░░░░░░░ |
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░ |
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░ |
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░ |
| ░░░░ | ░░░░░░░░ ░░░░░░ ░░░░░ |
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░ |
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░ |
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░ |
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░ |
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░ |
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░ |
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░ |
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░ |
Sector allocation
Ratings chart - Surperformance
Ratings ESG MSCI
- Stock Market
- Investment Themes
- The new era of space exploration
















