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
Network Equipment
276M +4.17%
Technology
Other Communications & Networking
164M +4.35%
Industrials
Satellite Design & Manufacture
7.98B +29.01%
Technology
Satellite Service Operators
36.29B +15.98%
Technology
Semiconductor Testing Equipment & Service
35.14B +15.91%
Technology
Electronic Component
31.61B +0.33%
Technology
Satellite Service Operators
3.74B +9.83%
Industrials
Other Aerospace & Defense
1.3B +16.74%
Technology
Search Engines
4,009B +6.03%
Industrials
Other Aerospace & Defense
46.95B +26.00%
Industrials
Other Aerospace & Defense
9.25B +13.45%
Industrials
Other Aerospace & Defense
6.54B +11.14%
Technology
Broadcasting Equipment
147M +7.46%
Technology
Other Software
20.24B +7.06%
Technology
Other Semiconductors
144B +8.36%
Technology
Other Communications & Networking
1.25B +31.92%
Industrials
Other Aerospace & Defense
19.9B +55.26%
Technology
Other Communications & Networking
36.47B +1.26%
Technology
Other Communications & Networking
5.47B +17.30%
Technology
Other Internet Services
500M +20.37%
Industrials
Other Aerospace & Defense
260B +5.70%
Technology
Portable Satellite Navigation
959M +24.13%
Industrials
Other Aerospace & Defense
1.76B +40.26%
Technology
Other Software
102B +13.56%
Industrials
Other Aircraft Parts Manufacturing
477M +12.18%
Industrials
Other Aerospace & Defense
42.5B +29.01%
Technology
Satellite Service Operators
27.63B +35.47%
Industrials
Other Aircraft Parts Manufacturing
1.63B +14.84%
Technology
Electronic Component
178B +7.38%
Basic Materials
Other Non-Paper Containers & Packaging
14.87B +4.72%
Industrials
Other Aerospace & Defense
63.73B +16.05%
Industrials
Other Aircraft Parts Manufacturing
42.8B +10.24%
Industrials
Other Industrial Machinery & Equipment
17.63B +0.54%
Industrials
Commercial Aircraft Manufacturing
16.44B +7.01%
Consumer Cyclical
Internet & Mail Order Department Stores
2,635B +6.78%
Industrials
Commercial Aircraft Manufacturing
182B +10.45%
Industrials
Other Industrial Machinery & Equipment
1.29B +7.99%
Industrials
Satellite Design & Manufacture
3.12B +21.03%
Industrials
Other Aerospace & Defense
39.5B +20.18%
Industrials
Industrial Machinery
2.9B +10.20%
- - 517M -
Industrials
Agricultural Machinery
133B +5.41%
Industrials
Commercial Aircraft Manufacturing
128B +13.97%
Industrials
Other Aircraft Parts Manufacturing
78.06B +4.23%
Industrials
Other Aerospace & Defense
97.35B +7.21%
Technology
Enterprise Software
19.22B +3.13%
Industrials
Commercial Aircraft Manufacturing
199B +9.85%
Technology
Satellite Service Operators
2.05B +12.54%
Industrials
Satellite Design & Manufacture
64.8B +15.97%
Technology
Other IT Services & Consulting
25.01B +8.43%
Consumer Non-Cyclical
Consumer Goods Conglomerates
132B +6.93%
Industrials
Testing & Measuring Equipment
5.53B +9.29%
Technology
Other IT Services & Consulting
5.62B +10.17%
Industrials
Other Heavy Machinery & Vehicles
29.6B +5.62%
Industrials
Other Aerospace & Defense
10.69B +7.65%
Technology
Other Software
9.22B +5.19%
Industrials
Other Aerospace & Defense
89.82B +10.37%
Industrials
Spacecraft Manufacturing
12.34M -.--%
Technology
Other Software
88.6B +4.14%
Industrials
Other Aerospace & Defense
950M +41.92%
Technology
Satellite Service Operators
106B -2.78%
Technology
Other Electronic Equipment & Parts
32.19B -0.18%
Technology
Other Electronic Equipment & Parts
25.81B +7.62%
Industrials
Commercial Aircraft Manufacturing
14.05B +16.74%
Industrials
Other Aerospace & Defense
18.42B +53.24%
Industrials
Freight Logistics
9.16B +3.50%
Technology
Satellite Service Operators
3.05B +7.91%
Industrials
Other Business Support Services
16.47B +5.32%
Technology
Other Wireless Telecommunications Services
168B -4.43%
Technology
Broadcasting Equipment
1.7B +12.12%
Technology
Satellite Service Operators
290M -4.62%
Technology
Other Software
38.02B +2.64%
Technology
3D Printers
361M +39.55%
Technology
Other Communications & Networking
40.68B +4.26%
Industrials
Other Aircraft Parts Manufacturing
2.77B +14.26%
Industrials
Spacecraft Manufacturing
209M -0.62%
Industrials
Other Aerospace & Defense
6.49B +17.82%
Industrials
Other Aircraft Parts Manufacturing
2B +28.96%
Technology
Other Wireless Telecommunications Services
699M +12.02%
Technology
Satellite Service Operators
1.22B +31.89%
Industrials
Spacecraft Manufacturing
17.58M +112.32%
Technology
Satellite Service Operators
8.09B -
- - 7.05B -
Technology
3D Printers
462M -

News of the components

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Heatmap

Calendar of the components

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Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

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