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

Industrials
Spacecraft Manufacturing
99.24M +24.33%
Technology
3D Printers
508M +73.45%
Technology
Other Communications & Networking
379M +85.92%
Technology
Satellite Service Operators
5.36B +188.03%
Technology
Other Software
13.41B -30.07%
Technology
Other Communications & Networking
71.83B +95.53%
Industrials
Other Aerospace & Defense
1.41B +82.18%
Technology
Other Software
106B +22.90%
Technology
Other Electronic Equipment & Parts
634M +117.45%
Industrials
Other Aerospace & Defense
12.93B +67.16%
Technology
Other Communications & Networking
766M +54.55%
Technology
Other Communications & Networking
9.61B +113.46%
Industrials
Other Air Freight & Logistics
444M +6.24%
Industrials
Other Aerospace & Defense
47.79B +16.17%
- - 3.73B -
Industrials
Other Industrial Machinery & Equipment
1.79B +47.06%
Technology
Satellite Service Operators
3.73B +39.33%
Industrials
Other Aircraft Parts Manufacturing
2.58B +73.50%
Industrials
Other Aircraft Parts Manufacturing
40.83B +8.45%
Industrials
Other Aircraft Parts Manufacturing
4.92B +80.82%
Technology
Other Semiconductors
2.57B +127.60%
Technology
Other Software
6.11B -28.74%
Industrials
Other Aerospace & Defense
7.52B +34.17%
Technology
Electronic Component
200B +17.70%
Industrials
Other Electrical Components & Equipment
601M +6.48%
Technology
Broadcasting Equipment
3.91B +163.13%
Technology
Electronic Component
64.02B +75.81%
Industrials
Commercial Aircraft Manufacturing
177B -0.57%
Industrials
Other Aircraft Parts Manufacturing
759M +57.69%
Industrials
Industrial Machinery
3.75B +45.24%
Industrials
Other Aerospace & Defense
2.49B +33.95%
Technology
Search Engines
4,365B +14.12%
Technology
Other Semiconductors
192B +45.89%
Technology
Other Software
84.9B -5.16%
Industrials
Other Aerospace & Defense
101B +11.41%
Technology
Other Software
27.42B -23.51%
Industrials
Testing & Measuring Equipment
8.58B +68.44%
Technology
Satellite Service Operators
3.26B +38.16%
Technology
Portable Satellite Navigation
656M -15.90%
Consumer Cyclical
Internet & Mail Order Department Stores
2,657B +6.29%
Industrials
Other Aircraft Parts Manufacturing
72.47B -2.90%
Industrials
Other Industrial Machinery & Equipment
18.64B +12.66%
Industrials
Commercial Aircraft Manufacturing
176B +2.38%
Technology
Semiconductor Testing Equipment & Service
56.79B +85.78%
Technology
Broadcasting Equipment
177M +32.14%
Industrials
Other Business Support Services
14.86B -5.01%
Industrials
Commercial Aircraft Manufacturing
15.72B +4.29%
- - 646M -
Basic Materials
Other Non-Paper Containers & Packaging
16.24B +16.46%
Industrials
Commercial Aircraft Manufacturing
7.86B -41.52%
Technology
Other Electronic Equipment & Parts
29.26B +24.25%
Industrials
Other Aerospace & Defense
263B +6.83%
Industrials
Agricultural Machinery
160B +26.05%
Technology
Other IT Services & Consulting
4.54B -11.77%
Technology
Other Communications & Networking
47.16B +19.85%
Industrials
Other Aerospace & Defense
32.48B +2.76%
Technology
Satellite Service Operators
646M +42.10%
Technology
Satellite Service Operators
368M +31.79%
Industrials
Other Heavy Machinery & Vehicles
35.11B +27.90%
Industrials
Satellite Design & Manufacture
5.93B +131.33%
Industrials
Other Aerospace & Defense
3.68B -37.10%
Industrials
Other Aerospace & Defense
1.32B -10.91%
Industrials
Other Aerospace & Defense
7.93B -19.10%
Industrials
Freight Logistics
9.84B +11.03%
Industrials
Spacecraft Manufacturing
291M -19.94%
Industrials
Other Aerospace & Defense
34.42B +5.41%
Industrials
Satellite Design & Manufacture
980M +7.05%
Industrials
Other Aircraft Parts Manufacturing
1.64B +4.77%
Technology
Other Electronic Equipment & Parts
22.33B -25.66%
Utilities
Other Natural Gas Utilities
4.76B -2.38%
Industrials
Satellite Design & Manufacture
53.27B -2.83%
Industrials
Other Aerospace & Defense
7.48B -40.23%
Technology
Satellite Service Operators
4.5B +26.88%
Industrials
Other Aerospace & Defense
119B +8.18%
Technology
Satellite Service Operators
83.39B -21.14%
Industrials
Other Aerospace & Defense
937M +66.41%
Technology
Satellite Service Operators
28.39B -11.68%
Technology
Satellite Service Operators
277M -12.23%
Technology
Satellite Communications Network
499M +0.68%
Industrials
Other Aerospace & Defense
54B -0.95%
Technology
Satellite Service Operators
22.07B +0.95%
Technology
Enterprise Software
12.29B -32.58%
Industrials
Satellite Design & Manufacture
9.69B +32.10%
Technology
Other Wireless Telecommunications Services
488M -22.10%
Technology
Other Wireless Telecommunications Services
146B -14.94%
Industrials
Other Aerospace & Defense
948M +33.44%
Industrials
Other Aerospace & Defense
75.59B -5.36%
Industrials
Satellite Design & Manufacture
207M +0.99%
Industrials
Other Aerospace & Defense
2.71B -0.55%
Industrials
Other Aerospace & Defense
9.15B -36.52%
Technology
Network Equipment
492M +89.02%
Technology
Other IT Services & Consulting
13.41B -40.68%
Technology
Other Communications & Networking
920M -7.19%
Industrials
Other Aerospace & Defense
227M -28.03%
Industrials
Spacecraft Manufacturing
4.05B +7.69%
Industrials
Spacecraft Manufacturing
544M +13.43%
Technology
Satellite Service Operators
683M +146.52%
Technology
Satellite Communications Network
453M +21.85%
Industrials
Other Aerospace & Defense
2.67B -
Industrials
Satellite Design & Manufacture
151M -30.38%

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