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Theme · 12 companies

Space Exploration

The $1 trillion industry being built above our heads.

8
pure play
2
major beneficiary
2
indirect exposure

Who's connected.
And how.

30 / 44 themes
Pure Play
Core business is this trend
RKLBRKLB
RKLB
Rocket Lab
Pure Play

The second-most active orbital launch provider in the world after SpaceX. Operates the Electron rocket for small satellites and is developing the larger Neutron rocket. Also makes spacecraft components sold to other space companies. A pure-play on commercial space.

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ASTSASTS
ASTS
AST SpaceMobile
Pure Play

Building a satellite network that provides broadband connectivity directly to standard mobile phones — no special equipment needed. Partners include AT&T, Verizon, and Vodafone. If successful, it would connect the 3 billion people who currently have no internet access.

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PLPL
PL
Planet Labs
Pure Play

Operates the world's largest fleet of Earth-imaging satellites, photographing the entire planet's surface every day. Sells this data to governments, agricultural companies, financial firms, and intelligence agencies. Unique dataset no competitor can replicate.

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LUNRLUNR
LUNR
Intuitive Machines
Pure Play

Linked to Lunar Exploration and Space. Competes with Rocket Lab and Redwire.

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RDWRDW
RDW
Redwire
Pure Play

Linked to In-Space Manufacturing and Space. Competes with Rocket Lab and Intuitive Machines.

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JOBYJOBY
JOBY
Joby Aviation
Pure Play

Linked to Urban Air Mobility. Customers include Uber. Competes with Archer Aviation.

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SATSSATS
SATS
EchoStar
Pure Play

Linked to Satellites and Space. Competes with Rocket Lab and AST SpaceMobile.

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BKSYBKSY
BKSY
BlackSky
Pure Play

Linked to Space and Earth Observation. Relies on Rocket Lab. Competes with Planet Labs and Redwire.

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