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
6.02B +127.47%
Technology
Network Equipment
372M +39.39%
Industrials
Satellite Design & Manufacture
7.65B +13.69%
Technology
Semiconductor Testing Equipment & Service
49.28B +62.56%
Technology
Other Communications & Networking
174M +10.78%
Technology
Broadcasting Equipment
2.65B +73.74%
Industrials
Other Aircraft Parts Manufacturing
3.24B +31.01%
Industrials
Other Aerospace & Defense
10.3B +33.29%
Technology
Satellite Service Operators
32.57B +4.09%
Technology
Satellite Service Operators
5.21B +40.92%
Industrials
Other Aerospace & Defense
767M +14.56%
Technology
Electronic Component
40.73B +17.70%
Industrials
Other Aerospace & Defense
36.02B -3.33%
Industrials
Other Heavy Machinery & Vehicles
45.53B +54.26%
Industrials
Other Aerospace & Defense
1.32B +5.53%
Industrials
Commercial Aircraft Manufacturing
150B +34.92%
Technology
Other Semiconductors
165B +24.30%
Basic Materials
Other Non-Paper Containers & Packaging
18.03B +27.03%
Technology
Satellite Service Operators
2.43B +33.31%
Industrials
Other Industrial Machinery & Equipment
1.6B +33.47%
Technology
Satellite Service Operators
3.25B +21.00%
Technology
Other Communications & Networking
6.64B +41.76%
Industrials
Other Aircraft Parts Manufacturing
1.85B +30.31%
Technology
Satellite Service Operators
23.69B +13.60%
Technology
Other Electronic Equipment & Parts
31B +29.28%
Industrials
Other Aerospace & Defense
6.81B +21.50%
Technology
Broadcasting Equipment
131M -3.73%
Industrials
Agricultural Machinery
163B +29.50%
Industrials
Other Aerospace & Defense
99.71B +23.21%
Industrials
Commercial Aircraft Manufacturing
191B +11.90%
Industrials
Other Aerospace & Defense
15.17B +17.32%
Industrials
Other Aircraft Parts Manufacturing
472M +10.97%
Industrials
Testing & Measuring Equipment
6.95B +37.37%
Industrials
Other Aerospace & Defense
799M -37.92%
Consumer Non-Cyclical
Consumer Goods Conglomerates
153B +23.73%
Industrials
Commercial Aircraft Manufacturing
17.08B +12.53%
Technology
Satellite Service Operators
388M +27.17%
Industrials
Other Aerospace & Defense
64.53B +17.69%
Industrials
Other Aerospace & Defense
39.4B +17.43%
Industrials
Other Aerospace & Defense
269B +9.08%
Technology
Satellite Service Operators
114B +5.62%
Technology
Other Communications & Networking
1.01B +6.41%
Industrials
Industrial Machinery
3.15B +19.79%
Technology
Other Wireless Telecommunications Services
201B +15.50%
Technology
Other Software
83.62B -6.95%
Technology
Other Communications & Networking
41.3B +5.86%
Technology
Search Engines
3,700B -2.33%
Industrials
Other Industrial Machinery & Equipment
17.83B +3.06%
Technology
Electronic Component
180B +8.57%
Industrials
Other Aircraft Parts Manufacturing
1.87B +17.21%
Industrials
Other Aerospace & Defense
37B +10.01%
Industrials
Other Aircraft Parts Manufacturing
39.65B +2.76%
- - 391M -
Industrials
Other Aerospace & Defense
10.97B +9.11%
Industrials
Other Aerospace & Defense
93.86B +3.26%
Industrials
Satellite Design & Manufacture
59.76B +6.70%
Industrials
Spacecraft Manufacturing
12.34M -.--%
Technology
Portable Satellite Navigation
764M -5.48%
Technology
Other Communications & Networking
39.02B +5.31%
Technology
Other IT Services & Consulting
5.24B +2.74%
Industrials
Other Aircraft Parts Manufacturing
72.66B -3.25%
Technology
3D Printers
304M +17.51%
Technology
Other Software
81.51B -4.20%
Technology
Other Internet Services
396M -4.57%
Technology
Other IT Services & Consulting
22.54B -2.27%
Industrials
Commercial Aircraft Manufacturing
180B -3.01%
Industrials
Freight Logistics
8.9B -1.05%
Industrials
Other Business Support Services
15.6B +0.25%
Technology
Enterprise Software
15.8B -15.25%
Technology
Other Electronic Equipment & Parts
29.33B -10.81%
Industrials
Other Aerospace & Defense
4.96B -9.97%
Consumer Cyclical
Internet & Mail Order Department Stores
2,134B -13.88%
Industrials
Other Aerospace & Defense
12.12B +0.82%
Technology
Other Software
6.05B -30.93%
Industrials
Spacecraft Manufacturing
187M -20.25%
Technology
Other Software
27.76B -25.25%
Technology
Satellite Service Operators
1.26B +31.30%
Industrials
Commercial Aircraft Manufacturing
9.6B -25.00%
Technology
Other Wireless Telecommunications Services
558M -10.52%
Technology
Other Software
8.09B -57.71%
Industrials
Spacecraft Manufacturing
9.71M +17.25%
- - 7.13B -
Technology
Satellite Service Operators
7.62B -
Technology
3D Printers
234M -

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Calendar 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