Theme
Space defense
Military and intelligence demand pulling space capability forward.
Space defense covers the military and intelligence demand that is pulling space capability forward. The theme spans the launch, sensing, and systems suppliers serving national-security customers.
Companies · 5
90
Rocket Lab CorporationRKLB
Market cap$37B
Conviction4 / 5
LaunchSpace defense
Read profileTrue Anomaly, Inc.Private
Market cap—
Conviction3 / 5
Space defenseISR
Read profileBlackSky Technology Inc.BKSY
Market cap$800M
Conviction2 / 5
Earth observationSpace defense
Read profileVoyager Technologies, Inc.VOYG
Market cap$1.4B
Conviction2 / 5
Space infrastructureSpace defense
Read profileElectro Optic Systems Holdings LimitedPrivate
Market cap—
Conviction2 / 5
Directed energyCounter-UASSpace defense
Read profile