Vertical
Space
Launch, orbit, and the new space economy
The whole complex is re-rating ahead of the SpaceX IPO, with launch cadence, direct-to-cell broadband, lunar landers, and earth observation all maturing into real revenue at once.
We track launch, satellites, orbital infrastructure, and the defense demand pulling it forward.
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39 companies
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Iridium Communications Inc.IRDM
Market cap$4.9B
Conviction4 / 5
Satellite communications
Read profileLoar Holdings Inc.LOAR
Market cap$6.6B
Conviction4 / 5
Aerospace components
Read profileAstranis Space Technologies Corp.Private
Market cap—
Conviction4 / 5
Satellite communications
Read profileAxiom Space, Inc.Private
Market cap—
Conviction4 / 5
Space infrastructure
Read profileICEYE OyPrivate
Market cap—
Conviction4 / 5
Earth observation
Read profileImpulse SpacePrivate
Market cap—
Conviction4 / 5
Space infrastructure
Read profileRocket Lab CorporationRKLB
Market cap$37B
Conviction4 / 5
LaunchSpace defense
Read profileGlobalstar, Inc.GSAT
Market cap$10B
Conviction3 / 5
Satellite communications
Read profileHawkEye 360, Inc.Private
Market cap—
Conviction3 / 5
Earth observationISR
Read profileK2 Space CorporationPrivate
Market cap—
Conviction3 / 5
Space infrastructure
Read profileKarman Holdings Inc.KRMN
Market cap$6.3B
Conviction3 / 5
HypersonicsAerospace components
Read profileLoft Orbital Solutions, Inc.Private
Market cap—
Conviction3 / 5
Space infrastructure
Read profileMDA Space Ltd.MDALF
Market cap$4.8B
Conviction3 / 5
Space infrastructureEarth observation
Read profileAST SpaceMobile, Inc.ASTS
Market cap$17B
Conviction3 / 5
Satellite broadband
Read profileFirefly Aerospace, Inc.FLY
Market cap$3.2B
Conviction3 / 5
LaunchLunar
Read profileSpace Exploration Technologies Corp.SPCX
Market cap$1.5T
Conviction3 / 5
LaunchSatellite broadbandFoundation models
Read profileGilat Satellite Networks Ltd.GILT
Market cap$810M
Conviction3 / 5
Satellite communications
Read profilePlanet Labs PBCPL
Market cap$6.8B
Conviction3 / 5
Earth observation
Read profileSES S.A.SESG
Market cap$2.8B
Conviction3 / 5
Satellite communicationsSatellite broadband
Read profileThe Boeing CompanyBA
Market cap$165B
Conviction3 / 5
Defense primes
Read profileD-Orbit S.p.A.Private
Market cap—
Conviction3 / 5
Space infrastructure
Read profileViasat, Inc.VSAT
Market cap$9.8B
Conviction3 / 5
Satellite communicationsSatellite broadband
Read profileIntuitive Machines, Inc.LUNR
Market cap$2.1B
Conviction3 / 5
Lunar
Read profileTrue Anomaly, Inc.Private
Market cap—
Conviction3 / 5
Space defenseISR
Read profileVarda Space Industries, Inc.Private
Market cap—
Conviction3 / 5
Space infrastructure
Read profileSidus Space, Inc.SIDU
Market cap$149M
Conviction3 / 5
Earth observationSpace infrastructure
Read profileSierra Space CorporationPrivate
Market cap—
Conviction3 / 5
Space infrastructureLaunch
Read profileTelesat CorporationTSAT
Market cap$566M
Conviction3 / 5
Satellite broadbandSatellite communications
Read profileEchoStar CorporationSATS
Market cap$15B
Conviction2 / 5
Satellite communicationsSatellite broadband
Read profileBlackSky Technology Inc.BKSY
Market cap$800M
Conviction2 / 5
Earth observationSpace defense
Read profileRedwire CorporationRDW
Market cap$2.1B
Conviction2 / 5
Space infrastructure
Read profileSpire Global, Inc.SPIR
Market cap$425M
Conviction2 / 5
Earth observation
Read profileVoyager Technologies, Inc.VOYG
Market cap$1.4B
Conviction2 / 5
Space infrastructureSpace defense
Read profileEutelsat Communications S.A.ETL
Market cap$2.7B
Conviction2 / 5
Satellite broadbandSatellite communications
Read profileRelativity Space, Inc.Private
Market cap—
Conviction2 / 5
Launch
Read profileSatellogic Inc.SATL
Market cap$494M
Conviction2 / 5
Earth observation
Read profileStoke Space TechnologiesPrivate
Market cap—
Conviction2 / 5
Launch
Read profileVast Space LLCPrivate
Market cap—
Conviction2 / 5
Space infrastructure
Read profileVirgin Galactic Holdings, Inc.SPCE
Market cap$320M
Conviction2 / 5
Space tourism
Read profile