The race to space 2.0: which companies are trying to build the next economy?
The commercial space industry has long ceased to be solely the domain of governments and superpowers.
We are witnessing the creation of a complete and vibrant ecosystem, from launches and tourism to satellite communication and security.
If you thought it was just about SpaceX (which is not publicly traded), think again.
The map below presents the key players aiming to shape the next generation of the industry:
1️⃣Launch services - the gateway to the stars.
Here are the companies that ensure payloads escape gravity.
Company $RKLB - Rocket Lab: the player breathing down Musk's neck in the small satellite sector - and soon in the large satellite sector too?
2️⃣Space infrastructure and services
The 'garages', logistics, and technical services that enable life and work in orbit.
$RDW (Redwire Space)
$LUNR (Intuitive Machines)
$MNTS (Momentus)
$LLAP (Terran Orbital)
$SIDU (Sidus Space)
3️⃣Space tourism - humanity's great dream
$SPCE (Virgin Galactic): currently active in sub-orbital flights for the public.
4️⃣Satellite communication
Global internet and connectivity everywhere.
$ASTS (AST SpaceMobile)
$IRDM (Iridium)
$GSAT (Globalstar)
$SATS (EchoStar)
$VSAT (Viasat)
5️⃣The eyes in the sky?
Satellite imagery, business intelligence, and real-time climate monitoring.
$PL (Planet Labs)
$BKSY (BlackSky)
$SPIR (Spire Global)
6️⃣Aerospace and defense
The race for space armament and satellite defense.
$LMT (Lockheed Martin)
$RTX (Raytheon)
$NOC (Northrop Grumman)
$BA (Boeing)
$AIR (Airbus)
7️⃣Components and technology.
$HEI (Heico)
$MDA (MDA Space)
List of space ETFs:
1️⃣ $ARKX (ARK Space)
2️⃣ $UFO (Procure Space)
3️⃣ $ROKT (Final Frontiers)
4️⃣ $DXYZ (Destiny Tech100)