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 Software
20.65B +5.31%
Technology
Other Software
8.49B +1.10%
Industrials
Other Aircraft Parts Manufacturing
2.89B +96.14%
Industrials
Other Business Support Services
17.57B +13.65%
Technology
Other Communications & Networking
56.86B +44.90%
Industrials
Agricultural Machinery
175B +40.50%
Industrials
Other Aerospace & Defense
12.35B +56.33%
Industrials
Industrial Machinery
3.76B +40.10%
Industrials
Commercial Aircraft Manufacturing
188B +2.17%
Technology
Electronic Component
194B +13.71%
Industrials
Other Aerospace & Defense
283B +13.92%
Industrials
Other Aircraft Parts Manufacturing
41.67B +8.70%
Industrials
Other Aerospace & Defense
1.44B +73.57%
Industrials
Other Heavy Machinery & Vehicles
39.62B +48.28%
Technology
Other IT Services & Consulting
4.86B -5.90%
Technology
Other Electronic Equipment & Parts
28.39B -8.04%
Basic Materials
Other Non-Paper Containers & Packaging
16.83B +21.46%
Technology
Other IT Services & Consulting
17.74B -23.07%
Industrials
Other Aerospace & Defense
104B +13.78%
Industrials
Other Industrial Machinery & Equipment
1.9B +55.51%
Technology
Other Software
34.67B -4.95%
Industrials
Satellite Design & Manufacture
60.71B +9.23%
Industrials
Other Aerospace & Defense
7.1B +24.86%
Industrials
Other Aerospace & Defense
37.94B +11.41%
Technology
Enterprise Software
14.05B -22.94%
Technology
Satellite Service Operators
95.28B -9.48%
Industrials
Other Aerospace & Defense
130B +16.75%
Technology
Semiconductor Testing Equipment & Service
58.74B +86.70%
Technology
Satellite Service Operators
393M +29.48%
Technology
Other Electronic Equipment & Parts
29.49B +21.68%
Industrials
Other Air Freight & Logistics
552M +25.36%
Industrials
Other Aerospace & Defense
10.73B -28.67%
Industrials
Other Industrial Machinery & Equipment
18.15B +9.49%
Technology
3D Printers
530M +77.12%
Technology
Satellite Service Operators
5.19B +176.12%
Technology
Other Communications & Networking
10.29B +114.83%
Technology
Other Wireless Telecommunications Services
173B +3.36%
Industrials
Other Aerospace & Defense
78.28B -3.61%
Industrials
Other Aerospace & Defense
4.85B -18.02%
Industrials
Other Aerospace & Defense
1.41B -8.90%
Industrials
Other Aircraft Parts Manufacturing
66.35B -10.48%
Industrials
Other Aircraft Parts Manufacturing
737M +56.23%
Industrials
Commercial Aircraft Manufacturing
169B -3.63%
Industrials
Testing & Measuring Equipment
7.44B +42.24%
Consumer Cyclical
Internet & Mail Order Department Stores
2,790B +13.73%
Industrials
Spacecraft Manufacturing
467M -4.83%
Technology
Other Semiconductors
181B +35.33%
Utilities
Other Natural Gas Utilities
4.78B -0.94%
Industrials
Other Aerospace & Defense
7.99B -21.48%
Industrials
Other Aerospace & Defense
8.08B -37.25%
Industrials
Other Electrical Components & Equipment
676M +11.65%
Industrials
Commercial Aircraft Manufacturing
14.27B -5.60%
Technology
Search Engines
4,200B +12.04%
Industrials
Other Aircraft Parts Manufacturing
1.72B +4.33%
Technology
Other Communications & Networking
426M +105.63%
Industrials
Other Aerospace & Defense
40.28B +17.43%
Industrials
Other Aerospace & Defense
49.67B -10.40%
Technology
Other Software
87.86B +0.56%
Industrials
Freight Logistics
9.98B +0.35%
- - 674M -
Technology
Satellite Service Operators
674M +48.87%
Technology
Portable Satellite Navigation
590M -26.11%
Technology
Broadcasting Equipment
3.58B +132.83%
Technology
Electronic Component
56.7B +49.23%
Technology
Other Electronic Equipment & Parts
563M +86.72%
Technology
Other Software
76.18B -16.72%
Industrials
Other Aircraft Parts Manufacturing
5.02B +54.99%
Technology
Satellite Service Operators
25.22B -20.74%
Industrials
Satellite Design & Manufacture
1.12B +18.69%
Industrials
Commercial Aircraft Manufacturing
7.45B -43.94%
Industrials
Other Aerospace & Defense
2.99B +52.83%
Technology
Other Communications & Networking
809M -21.83%
Technology
Other Communications & Networking
57.23B +53.98%
Technology
Other Communications & Networking
749M +40.06%
Technology
Broadcasting Equipment
140M +8.46%
Technology
Satellite Service Operators
20.58B -10.94%
Technology
Other Wireless Telecommunications Services
363M -43.88%
Technology
Other Semiconductors
1.79B +46.56%
Technology
Satellite Communications Network
476M -3.45%
Technology
Satellite Service Operators
239M -30.22%
Industrials
Spacecraft Manufacturing
94.66M -13.76%
Industrials
Other Aerospace & Defense
1.14B +40.77%
Industrials
Satellite Design & Manufacture
213M -0.20%
Technology
Network Equipment
408M +59.47%
Technology
Satellite Service Operators
2.4B -12.30%
- - 2.4B -
Industrials
Other Aerospace & Defense
43.43B -0.46%
Technology
Satellite Service Operators
879M +195.72%
Industrials
Satellite Design & Manufacture
7.94B +11.16%
Technology
Satellite Service Operators
2.61B +9.32%
Industrials
Spacecraft Manufacturing
4.09B +6.35%
Technology
Satellite Service Operators
3.97B +9.93%
Industrials
Other Aerospace & Defense
3.17B +5.25%
Industrials
Satellite Design & Manufacture
78.42M -32.60%
Industrials
Other Aerospace & Defense
240M -25.48%
Industrials
Satellite Design & Manufacture
144M -42.58%
Industrials
Satellite Design & Manufacture
548M +3.64%
Industrials
Spacecraft Manufacturing
544M +5.14%
Technology
Satellite Communications Network
464M +9.92%
Industrials
Other Aerospace & Defense
1.09B +62.46%

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