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
Satellite Design & Manufacture
3.93B +216.09%
Technology
Electronic Component
28.57B +91.90%
Technology
Network Equipment
231M +46.15%
Technology
Satellite Service Operators
20.76B +250.33%
Industrials
Satellite Design & Manufacture
2.51B +136.95%
Technology
Semiconductor Testing Equipment & Service
31.44B +59.44%
Technology
Other Software
9.91B +46.89%
Technology
Satellite Service Operators
3.71B +123.87%
Technology
Other Communications & Networking
96.23M -18.95%
Technology
Search Engines
3,881B +69.71%
Technology
Other Communications & Networking
34B +22.26%
Industrials
Spacecraft Manufacturing
272M -26.70%
Technology
Electronic Component
171B +100.66%
Industrials
Other Aerospace & Defense
13.84B +80.90%
Technology
Satellite Service Operators
23.61B +258.08%
Industrials
Other Aerospace & Defense
7.53B +20.64%
- - 419M -
Technology
Other Communications & Networking
762M +92.85%
Industrials
Other Aerospace & Defense
6.1B +22.17%
Industrials
Other Aerospace & Defense
12.92B +189.99%
Technology
Other Communications & Networking
4.73B +310.81%
Industrials
Industrial Machinery
2.93B +29.46%
Technology
Other Semiconductors
138B +32.40%
Industrials
Commercial Aircraft Manufacturing
13.91B +87.70%
Industrials
Other Aerospace & Defense
653M +69.51%
Industrials
Other Industrial Machinery & Equipment
17.07B -28.33%
Industrials
Other Aerospace & Defense
229B +47.86%
Technology
Other Internet Services
376M +2.35%
Industrials
Other Aerospace & Defense
26.2B +92.60%
Industrials
Commercial Aircraft Manufacturing
181B +27.08%
Industrials
Other Aircraft Parts Manufacturing
75.85B +6.28%
Industrials
Other Aerospace & Defense
90.98B +28.02%
Technology
Other Software
19.59B +103.74%
Technology
Other IT Services & Consulting
23.89B +29.68%
Industrials
Other Industrial Machinery & Equipment
1.23B +33.23%
Technology
Enterprise Software
19.87B +18.20%
Technology
Broadcasting Equipment
119M +6.67%
Industrials
Commercial Aircraft Manufacturing
14.71B +9.13%
Industrials
Other Aerospace & Defense
52.09B +32.44%
Industrials
Other Aircraft Parts Manufacturing
389M +33.52%
Technology
3D Printers
278M -34.15%
Industrials
Other Aerospace & Defense
6.3B -11.79%
Industrials
Satellite Design & Manufacture
53.57B +61.70%
Technology
Other Electronic Equipment & Parts
31.62B +5.07%
Industrials
Agricultural Machinery
128B +12.13%
Industrials
Other Aerospace & Defense
31.65B +82.03%
Industrials
Spacecraft Manufacturing
12.34M -.--%
Industrials
Other Heavy Machinery & Vehicles
29.81B +17.70%
Industrials
Other Aircraft Parts Manufacturing
1.34B +40.50%
Consumer Cyclical
Internet & Mail Order Department Stores
2,454B +4.62%
Industrials
Commercial Aircraft Manufacturing
105B -6.94%
Industrials
Other Aerospace & Defense
31.26B +174.12%
Industrials
Other Aircraft Parts Manufacturing
37.74B +31.32%
Industrials
Other Aircraft Parts Manufacturing
4.64B +15.90%
Industrials
Testing & Measuring Equipment
5.06B +46.83%
Industrials
Other Business Support Services
16.65B +4.94%
Basic Materials
Other Non-Paper Containers & Packaging
13.14B -11.06%
Technology
Other Software
91.88B +12.34%
Industrials
Other Aerospace & Defense
9.86B +5.96%
Technology
Other Electronic Equipment & Parts
24.52B +12.53%
Technology
Portable Satellite Navigation
770M +6.61%
Industrials
Freight Logistics
9.81B -3.12%
Industrials
Other Aerospace & Defense
78.35B +16.98%
Technology
Satellite Service Operators
2.68B +77.52%
Consumer Non-Cyclical
Consumer Goods Conglomerates
121B -15.30%
Technology
Other IT Services & Consulting
5.63B -23.53%
Technology
Other Software
36.41B -29.01%
Industrials
Commercial Aircraft Manufacturing
153B +14.06%
Technology
Other Communications & Networking
39.16B -1.29%
Technology
Other Wireless Telecommunications Services
179B +11.02%
Technology
Satellite Service Operators
280M -35.83%
Technology
Broadcasting Equipment
1.58B -25.82%
Technology
Satellite Service Operators
99.51B -27.23%
Technology
Other Software
88.95B -3.83%
Industrials
Other Aerospace & Defense
1.06B -61.18%
Technology
Satellite Service Operators
1.17B -6.53%
Technology
Satellite Service Operators
1.86B -38.87%
Industrials
Other Aircraft Parts Manufacturing
783M +84.89%
Industrials
Spacecraft Manufacturing
19.32M -89.91%
Technology
Other Wireless Telecommunications Services
945M -12.73%
Industrials
Other Aerospace & Defense
571M +244.40%
Industrials
Other Aircraft Parts Manufacturing
2.27B -15.68%
- - 7.41B -
Technology
Satellite Service Operators
8.69B -
Technology
3D Printers
116M -

News 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