Investment Themes

The new era of space exploration

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Investment Themes

From the first man in space in 1961, followed by the first step of man on the moon in 1969, to the ambitions of space tourism and exploration of Mars today, space represents the future of humanity. Space activity is, this year more than ever, at the heart of concerns, a place of rivalry between the great nations and coveted by private actors.

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
Other Communications & Networking
419M +105.63%
Industrials
Other Aerospace & Defense
1.31B +87.20%
Industrials
Other Aerospace & Defense
12.54B +66.45%
Industrials
Other Electrical Components & Equipment
659M +48.30%
Industrials
Other Industrial Machinery & Equipment
1.83B +59.81%
Industrials
Other Aircraft Parts Manufacturing
2.54B +84.07%
Industrials
Other Aerospace & Defense
7.97B +47.05%
Industrials
Other Aircraft Parts Manufacturing
39.78B +5.19%
Technology
Other Software
6.3B -26.54%
Technology
Other Electronic Equipment & Parts
564M +104.69%
Technology
3D Printers
430M +57.06%
- - 3.44B -
Technology
Other Software
13.01B -32.37%
Technology
Satellite Service Operators
3.44B +31.37%
Industrials
Other Air Freight & Logistics
438M +7.28%
Industrials
Other Aerospace & Defense
100B +9.23%
Technology
Satellite Service Operators
4.92B +171.81%
Industrials
Commercial Aircraft Manufacturing
172B -1.92%
Technology
Other Communications & Networking
9.49B +113.84%
Industrials
Industrial Machinery
3.63B +41.42%
Technology
Search Engines
4,292B +10.91%
Technology
Other Software
91B +10.26%
Industrials
Testing & Measuring Equipment
8.32B +70.00%
Technology
Other Communications & Networking
731M +41.48%
Consumer Cyclical
Internet & Mail Order Department Stores
2,689B +7.25%
Industrials
Other Business Support Services
15.29B -2.13%
Industrials
Other Industrial Machinery & Equipment
18.59B +9.89%
Technology
Other Communications & Networking
57.08B +68.45%
Industrials
Other Aerospace & Defense
262B +5.60%
Industrials
Commercial Aircraft Manufacturing
15.79B +3.85%
Industrials
Agricultural Machinery
158B +26.06%
Technology
Electronic Component
185B +16.78%
Technology
Other Semiconductors
181B +41.15%
Basic Materials
Other Non-Paper Containers & Packaging
16.57B +18.09%
Technology
Other Electronic Equipment & Parts
29.03B +26.78%
Technology
Other Software
27.29B -24.85%
Technology
Other Semiconductors
2.11B +99.83%
Technology
Other IT Services & Consulting
4.38B -14.45%
Industrials
Other Aircraft Parts Manufacturing
67.38B -9.35%
Industrials
Other Aircraft Parts Manufacturing
682M +64.29%
Technology
Broadcasting Equipment
3.52B +147.47%
Industrials
Commercial Aircraft Manufacturing
165B -5.67%
Technology
Other Communications & Networking
47.21B +16.66%
Industrials
Other Heavy Machinery & Vehicles
34.28B +28.36%
Technology
Satellite Service Operators
368M +29.48%
Industrials
Other Aircraft Parts Manufacturing
4.86B +67.15%
Technology
Broadcasting Equipment
175M +33.57%
Industrials
Freight Logistics
10.76B +21.54%
Technology
Semiconductor Testing Equipment & Service
52.25B +93.24%
Utilities
Other Natural Gas Utilities
4.8B -2.55%
Industrials
Spacecraft Manufacturing
285M -13.40%
Industrials
Other Aerospace & Defense
117B +4.84%
Industrials
Other Aerospace & Defense
30.44B -4.46%
Industrials
Other Aerospace & Defense
4.03B -29.79%
Industrials
Other Aerospace & Defense
32.85B +3.05%
Industrials
Satellite Design & Manufacture
52.49B -2.05%
Industrials
Other Aerospace & Defense
2.04B +23.95%
Technology
Other Wireless Telecommunications Services
153B -10.39%
Industrials
Other Aerospace & Defense
7.7B -20.05%
Technology
Portable Satellite Navigation
542M -30.90%
Technology
Electronic Component
55.84B +71.87%
Technology
Other Software
72.47B -17.17%
Industrials
Commercial Aircraft Manufacturing
7.35B -41.97%
Industrials
Other Aerospace & Defense
52.27B -5.40%
Technology
Satellite Service Operators
84.95B -20.34%
Industrials
Other Aerospace & Defense
74.42B -10.16%
Industrials
Satellite Design & Manufacture
5.77B +111.16%
Industrials
Satellite Design & Manufacture
909M +3.17%
Technology
Other Electronic Equipment & Parts
22.07B -27.76%
Technology
Satellite Service Operators
2.83B +22.86%
Industrials
Other Aircraft Parts Manufacturing
1.48B -2.42%
Technology
Enterprise Software
12.4B -33.82%
Industrials
Spacecraft Manufacturing
78.16M +2.05%
Industrials
Other Aerospace & Defense
39.32B -0.92%
Industrials
Other Aerospace & Defense
7.19B -38.47%
- - 563M -
Technology
Other Wireless Telecommunications Services
475M -22.75%
Technology
Satellite Service Operators
17.15B -12.79%
Technology
Satellite Service Operators
563M +33.75%
Technology
Other IT Services & Consulting
13.46B -41.84%
Industrials
Other Aerospace & Defense
1.07B -24.15%
Industrials
Other Aerospace & Defense
838M +51.22%
Technology
Satellite Service Operators
26.18B -12.82%
Technology
Satellite Service Operators
3.97B +14.59%
Industrials
Other Aerospace & Defense
8.61B -36.49%
Industrials
Satellite Design & Manufacture
188M -9.86%
Technology
Satellite Communications Network
440M -11.00%
Industrials
Spacecraft Manufacturing
475M +1.79%
Industrials
Satellite Design & Manufacture
7.89B +17.14%
Technology
Other Communications & Networking
820M -10.05%
Industrials
Other Aerospace & Defense
811M +25.92%
Technology
Network Equipment
403M +56.25%
Technology
Satellite Service Operators
259M -20.50%
Technology
Satellite Service Operators
529M +90.91%
Industrials
Other Aerospace & Defense
2.22B -9.80%
Industrials
Satellite Design & Manufacture
143M -39.40%
Industrials
Spacecraft Manufacturing
3.15B -5.63%
Industrials
Other Aerospace & Defense
2.26B -
Technology
Satellite Communications Network
401M -0.67%
Industrials
Satellite Design & Manufacture
550M +8.16%

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