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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.

SPCXBA
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39 companies

96
Iridium Communications Inc.IRDM
Market cap$5.1B
Conviction4 / 5
Satellite communications
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Loar Holdings Inc.LOAR
Market cap$6.0B
Conviction4 / 5
Aerospace components
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Astranis Space Technologies Corp.Private
Market cap—
Conviction4 / 5
Satellite communications
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Axiom Space, Inc.Private
Market cap—
Conviction4 / 5
Space infrastructure
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ICEYE OyPrivate
Market cap—
Conviction4 / 5
Earth observation
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Impulse SpacePrivate
Market cap—
Conviction4 / 5
Space infrastructure
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90
Rocket Lab CorporationRKLB
Market cap$42B
Conviction4 / 5
LaunchSpace defense
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Globalstar, Inc.GSAT
Market cap$11B
Conviction3 / 5
Satellite communications
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HawkEye 360, Inc.Private
Market cap—
Conviction3 / 5
Earth observationISR
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K2 Space CorporationPrivate
Market cap—
Conviction3 / 5
Space infrastructure
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87
Karman Holdings Inc.KRMN
Market cap$4.4B
Conviction3 / 5
HypersonicsAerospace components
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Loft Orbital Solutions, Inc.Private
Market cap—
Conviction3 / 5
Space infrastructure
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MDA Space Ltd.MDALF
Market cap$5.1B
Conviction3 / 5
Space infrastructureEarth observation
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AST SpaceMobile, Inc.ASTS
Market cap$18B
Conviction3 / 5
Satellite broadband
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Firefly Aerospace, Inc.FLY
Market cap$3.7B
Conviction3 / 5
LaunchLunar
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85
Space Exploration Technologies Corp.SPCX
Market cap$1.9T
Conviction3 / 5
LaunchSatellite broadbandFoundation models
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Gilat Satellite Networks Ltd.GILT
Market cap$769M
Conviction3 / 5
Satellite communications
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Planet Labs PBCPL
Market cap$5.6B
Conviction3 / 5
Earth observation
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SES S.A.SESG
Market cap$1.9B
Conviction3 / 5
Satellite communicationsSatellite broadband
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99
The Boeing CompanyBA
Market cap$158B
Conviction3 / 5
Defense primes
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D-Orbit S.p.A.Private
Market cap—
Conviction3 / 5
Space infrastructure
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Viasat, Inc.VSAT
Market cap$10B
Conviction3 / 5
Satellite communicationsSatellite broadband
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Intuitive Machines, Inc.LUNR
Market cap$2.4B
Conviction3 / 5
Lunar
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True Anomaly, Inc.Private
Market cap—
Conviction3 / 5
Space defenseISR
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Varda Space Industries, Inc.Private
Market cap—
Conviction3 / 5
Space infrastructure
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Sidus Space, Inc.SIDU
Market cap$203M
Conviction3 / 5
Earth observationSpace infrastructure
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Sierra Space CorporationPrivate
Market cap—
Conviction3 / 5
Space infrastructureLaunch
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Telesat CorporationTSAT
Market cap$712M
Conviction3 / 5
Satellite broadbandSatellite communications
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EchoStar CorporationSATS
Market cap$15B
Conviction2 / 5
Satellite communicationsSatellite broadband
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BlackSky Technology Inc.BKSY
Market cap$911M
Conviction2 / 5
Earth observationSpace defense
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Redwire CorporationRDW
Market cap$2.8B
Conviction2 / 5
Space infrastructure
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88
Spire Global, Inc.SPIR
Market cap$478M
Conviction2 / 5
Earth observation
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Voyager Technologies, Inc.VOYG
Market cap$1.7B
Conviction2 / 5
Space infrastructureSpace defense
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Eutelsat Communications S.A.ETL
Market cap$2.4B
Conviction2 / 5
Satellite broadbandSatellite communications
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Relativity Space, Inc.Private
Market cap—
Conviction2 / 5
Launch
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79
Satellogic Inc.SATL
Market cap$789M
Conviction2 / 5
Earth observation
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Stoke Space TechnologiesPrivate
Market cap—
Conviction2 / 5
Launch
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Vast Space LLCPrivate
Market cap—
Conviction2 / 5
Space infrastructure
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Virgin Galactic Holdings, Inc.SPCE
Market cap$473M
Conviction2 / 5
Space tourism
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