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
97.94M +23.82%
Technology
Other Communications & Networking
375M +87.32%
Technology
3D Printers
485M +75.42%
Technology
Satellite Service Operators
5.35B +195.17%
Industrials
Other Aerospace & Defense
1.44B +93.03%
Technology
Other Electronic Equipment & Parts
641M +119.01%
Industrials
Other Aircraft Parts Manufacturing
5.37B +90.35%
Technology
Other Software
12.86B -31.24%
Technology
Other Communications & Networking
10.11B +109.29%
Industrials
Other Aerospace & Defense
12.86B +69.25%
Technology
Other Software
103B +22.71%
Technology
Other Communications & Networking
65.34B +101.01%
Industrials
Other Aircraft Parts Manufacturing
2.6B +77.09%
Industrials
Other Air Freight & Logistics
446M +8.84%
Industrials
Other Aerospace & Defense
48.25B +21.33%
Industrials
Other Industrial Machinery & Equipment
1.74B +47.51%
Technology
Satellite Service Operators
3.76B +40.78%
- - 3.76B -
Industrials
Other Aircraft Parts Manufacturing
758M +71.04%
Industrials
Other Aircraft Parts Manufacturing
40.4B +8.71%
Technology
Other Semiconductors
2.55B +133.07%
Industrials
Other Aerospace & Defense
7.43B +34.56%
Technology
Other Communications & Networking
735M +47.73%
Technology
Electronic Component
195B +20.74%
Technology
Broadcasting Equipment
3.79B +163.13%
Technology
Search Engines
4,399B +12.75%
Industrials
Commercial Aircraft Manufacturing
177B -0.95%
Technology
Electronic Component
62.03B +79.48%
Technology
Other Semiconductors
188B +45.92%
Industrials
Industrial Machinery
3.65B +42.24%
Consumer Cyclical
Internet & Mail Order Department Stores
2,621B +4.63%
Industrials
Other Aerospace & Defense
2.52B +40.39%
Technology
Other Software
5.92B -28.22%
Industrials
Testing & Measuring Equipment
8.6B +70.78%
Industrials
Other Aerospace & Defense
101B +10.61%
Industrials
Other Aircraft Parts Manufacturing
72.51B -2.54%
Technology
Other Software
83.2B -6.37%
Technology
Satellite Service Operators
3.33B +41.97%
- - 686M -
Industrials
Other Electrical Components & Equipment
577M +15.30%
Industrials
Other Aerospace & Defense
35.45B +1.28%
Technology
Portable Satellite Navigation
653M -15.72%
Industrials
Commercial Aircraft Manufacturing
177B +2.81%
Industrials
Other Industrial Machinery & Equipment
18.68B +10.94%
Technology
Satellite Service Operators
686M +45.09%
Technology
Other Software
26.98B -23.62%
Technology
Broadcasting Equipment
181M +33.43%
Industrials
Other Business Support Services
15.32B -4.25%
Industrials
Commercial Aircraft Manufacturing
15.62B +3.71%
Technology
Semiconductor Testing Equipment & Service
55.04B +92.68%
Industrials
Agricultural Machinery
161B +29.21%
Basic Materials
Other Non-Paper Containers & Packaging
16.05B +15.80%
Technology
Other Electronic Equipment & Parts
29.63B +25.60%
Technology
Other Communications & Networking
46.97B +20.87%
Industrials
Other Aerospace & Defense
262B +6.33%
Industrials
Satellite Design & Manufacture
6.09B +130.47%
Industrials
Other Aerospace & Defense
1.3B -4.98%
Technology
Other IT Services & Consulting
4.6B -11.07%
Industrials
Other Heavy Machinery & Vehicles
35.76B +27.90%
Industrials
Satellite Design & Manufacture
946M +6.44%
Industrials
Other Aerospace & Defense
35.11B +6.16%
Industrials
Commercial Aircraft Manufacturing
7.8B -39.20%
Industrials
Other Aircraft Parts Manufacturing
1.7B +6.71%
Industrials
Spacecraft Manufacturing
277M -15.89%
Industrials
Satellite Design & Manufacture
207M -0.20%
Industrials
Other Aerospace & Defense
915M +66.57%
Industrials
Other Aerospace & Defense
3.68B -34.81%
Technology
Satellite Service Operators
360M +29.48%
Industrials
Satellite Design & Manufacture
54.75B -1.31%
Industrials
Freight Logistics
9.88B +9.28%
Industrials
Other Aerospace & Defense
7.84B -19.24%
Utilities
Other Natural Gas Utilities
4.72B -2.65%
Technology
Other Wireless Telecommunications Services
480M -24.36%
Industrials
Other Aerospace & Defense
7.96B -38.07%
Industrials
Other Aerospace & Defense
122B +7.48%
Technology
Satellite Service Operators
82.84B -22.58%
Technology
Other Electronic Equipment & Parts
21.78B -26.59%
Technology
Satellite Service Operators
4.45B +29.19%
Industrials
Other Aerospace & Defense
54.67B -1.03%
Industrials
Other Aerospace & Defense
77.42B -6.93%
Technology
Enterprise Software
12.22B -32.76%
Technology
Satellite Service Operators
27.9B -9.56%
Technology
Satellite Service Operators
22.39B +2.13%
Industrials
Other Aerospace & Defense
960M +36.45%
Technology
Other Wireless Telecommunications Services
147B -16.02%
Technology
Satellite Communications Network
470M +1.43%
Industrials
Satellite Design & Manufacture
9.89B +40.92%
Industrials
Other Aerospace & Defense
2.72B -
Industrials
Other Aerospace & Defense
2.73B +4.99%
Industrials
Spacecraft Manufacturing
535M +12.93%
Technology
Satellite Service Operators
701M +157.75%
Technology
Network Equipment
496M +89.02%
Industrials
Spacecraft Manufacturing
4.15B +15.65%
Industrials
Other Aerospace & Defense
9.44B -35.08%
Technology
Satellite Service Operators
257M -15.83%
Technology
Other IT Services & Consulting
13.48B -40.93%
Technology
Other Communications & Networking
924M -6.11%
Industrials
Other Aerospace & Defense
226M -26.43%
Technology
Satellite Communications Network
441M +12.44%
Technology
Other Communications & Networking
58.13M -63.42%

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  3. The new era of space exploration