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
3D Printers
118M -16.80%
Industrials
Other Aerospace & Defense
323M +98.46%
Industrials
Other Aerospace & Defense
1.47B +15.92%
Technology
Other Wireless Telecommunications Services
1.6B +49.44%
Industrials
Other Aerospace & Defense
8.87B +26.78%
Technology
Electronic Component
112B +33.17%
Industrials
Commercial Aircraft Manufacturing
7.24B +5.78%
Industrials
Other Aerospace & Defense
6.41B +58.30%
Technology
Satellite Service Operators
9.16B +81.85%
Industrials
Other Aerospace & Defense
11.72B -0.24%
Industrials
Other Aerospace & Defense
32.67B +189.43%
Industrials
Satellite Design & Manufacture
1.63B +32.92%
Technology
Other Communications & Networking
1.64B +48.06%
Industrials
Other Aircraft Parts Manufacturing
1.14B +20.22%
Industrials
Other Aerospace & Defense
6.33B +2.46%
Technology
Other Internet Services
315M -8.47%
Industrials
Commercial Aircraft Manufacturing
151B +13.18%
Industrials
Other Aerospace & Defense
48.04B +22.21%
Technology
Other Software
81.91B -0.15%
Technology
Electronic Component
12.03B -18.33%
Technology
Other Communications & Networking
341M +0.93%
Technology
Portable Satellite Navigation
793M +11.72%
Industrials
Other Aircraft Parts Manufacturing
36.89B +28.50%
Industrials
Testing & Measuring Equipment
4.75B +38.13%
Technology
Other Software
9.84B +5.30%
Technology
Satellite Service Operators
2.55B +42.79%
Technology
Other Software
6.55B -3.70%
Industrials
Other Aerospace & Defense
195B +25.90%
Technology
Other IT Services & Consulting
19.2B +3.54%
Technology
Other Communications & Networking
57.32M -51.37%
Industrials
Other Aircraft Parts Manufacturing
4.32B +8.04%
Industrials
Other Aerospace & Defense
75.84B +7.40%
Technology
Other Semiconductors
112B +5.92%
Technology
Other Software
74.3B -1.34%
Consumer Cyclical
Internet & Mail Order Department Stores
2,252B -3.32%
Consumer Non-Cyclical
Consumer Goods Conglomerates
144B -0.71%
Industrials
Other Aircraft Parts Manufacturing
80.86B +13.60%
Industrials
Agricultural Machinery
138B +20.27%
Industrials
Other Aerospace & Defense
74.37B +10.11%
Technology
Other Wireless Telecommunications Services
203B +23.80%
Industrials
Other Aircraft Parts Manufacturing
2.68B +0.10%
Industrials
Commercial Aircraft Manufacturing
13.97B +1.16%
Technology
Search Engines
2,126B -7.73%
Technology
Other IT Services & Consulting
6.94B -7.72%
Basic Materials
Other Non-Paper Containers & Packaging
15.08B -1.38%
Technology
Application Software
29.72B +0.20%
Industrials
Commercial Aircraft Manufacturing
114B +0.10%
Industrials
Other Aircraft Parts Manufacturing
278M -4.44%
Technology
Satellite Service Operators
3.1B -1.31%
Industrials
Other Business Support Services
15.1B -5.79%
Industrials
Satellite Design & Manufacture
1.67B +57.83%
Industrials
Other Aerospace & Defense
32.39B +87.47%
Industrials
Other Industrial Machinery & Equipment
894M -3.79%
Industrials
Other Aerospace & Defense
5.73B -7.78%
Technology
Enterprise Software
16.96B +0.59%
Technology
Broadcasting Equipment
104M -6.67%
Industrials
Satellite Design & Manufacture
59.47B +80.74%
Industrials
Spacecraft Manufacturing
12.34M -.--%
Technology
Other Electronic Equipment & Parts
22.84B +5.03%
Industrials
Other Heavy Machinery & Vehicles
28.21B +1.17%
Technology
Satellite Service Operators
131B -6.71%
Industrials
Other Aerospace & Defense
4.4B -12.68%
Industrials
Other Aircraft Parts Manufacturing
561M +38.13%
Technology
Semiconductor Testing Equipment & Service
13.33B -34.02%
Industrials
Commercial Aircraft Manufacturing
147B +4.39%
Industrials
Other Industrial Machinery & Equipment
23.6B -7.43%
Technology
Other Communications & Networking
38.76B -2.40%
Technology
Satellite Service Operators
2.48B +67.10%
Industrials
Spacecraft Manufacturing
125M -48.98%
Technology
Other Communications & Networking
27.98B +5.04%
Industrials
Freight Logistics
9.61B -4.22%
Industrials
Other Aerospace & Defense
8.18B -14.68%
Industrials
Industrial Machinery
1.84B -18.33%
Technology
Other Communications & Networking
347M -1.14%
Technology
Broadcasting Equipment
1.99B -11.64%
Technology
Other Software
48.12B -5.43%
Technology
Other Electronic Equipment & Parts
26.1B -12.65%
Technology
Network Equipment
122M -27.24%
Industrials
Spacecraft Manufacturing
7.14M -83.73%
Technology
Satellite Service Operators
261M -39.37%
Technology
3D Printers
229M -48.78%
Technology
Satellite Service Operators
4.84B -26.46%
- - 255M -
Technology
Satellite Service Operators
1.27B +1.85%
- - 7.19B -
Technology
Satellite Service Operators
2.78B -

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Sector allocation

Ratings chart - Surperformance

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  1. Stock Market
  2. Investment Themes
  3. The new era of space exploration