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
393.22Cr +220.54%
Technology
Electronic Component
2.86TCr +96.20%
Technology
Network Equipment
23Cr +60.58%
Technology
Satellite Service Operators
2.08TCr +250.71%
Industrials
Satellite Design & Manufacture
250.66Cr +131.73%
Technology
Semiconductor Testing Equipment & Service
3.14TCr +61.21%
Technology
Other Software
991.42Cr +51.77%
Technology
Satellite Service Operators
371.13Cr +128.05%
Technology
Other Communications & Networking
9.62Cr -17.96%
Technology
Search Engines
3,88100Cr +65.73%
Technology
Other Communications & Networking
3.4TCr +23.48%
Industrials
Spacecraft Manufacturing
27Cr -22.62%
Technology
Electronic Component
17TCr +101.67%
Industrials
Other Aerospace & Defense
1.38TCr +83.55%
Technology
Satellite Service Operators
2.36TCr +285.41%
Industrials
Other Aerospace & Defense
753.05Cr +19.54%
- - 42Cr -
Technology
Other Communications & Networking
76Cr +98.70%
Industrials
Other Aerospace & Defense
609.78Cr +25.37%
Industrials
Other Aerospace & Defense
1.29TCr +192.00%
Technology
Other Communications & Networking
472.88Cr +334.55%
Industrials
Industrial Machinery
293.33Cr +25.72%
Technology
Other Semiconductors
14TCr +31.38%
Industrials
Commercial Aircraft Manufacturing
1.39TCr +90.77%
Industrials
Other Aerospace & Defense
65Cr +69.42%
Industrials
Other Industrial Machinery & Equipment
1.71TCr -27.83%
Industrials
Other Aerospace & Defense
23TCr +48.22%
Technology
Other Internet Services
38Cr +3.06%
Industrials
Other Aerospace & Defense
2.62TCr +102.43%
Industrials
Other Aircraft Parts Manufacturing
7.59TCr +6.30%
Industrials
Commercial Aircraft Manufacturing
18TCr +27.98%
Industrials
Other Aerospace & Defense
9.1TCr +27.52%
Technology
Other Software
1.96TCr +118.25%
Technology
Other IT Services & Consulting
2.39TCr +28.85%
Industrials
Other Industrial Machinery & Equipment
123.32Cr +30.16%
Technology
Enterprise Software
1.99TCr +15.72%
Technology
Broadcasting Equipment
12Cr +6.14%
Industrials
Commercial Aircraft Manufacturing
1.47TCr +10.35%
Industrials
Other Aerospace & Defense
5.21TCr +33.94%
Industrials
Other Aircraft Parts Manufacturing
39Cr +35.09%
Technology
3D Printers
28Cr -35.06%
Industrials
Other Aerospace & Defense
629.99Cr -11.69%
Industrials
Satellite Design & Manufacture
5.36TCr +63.72%
Industrials
Other Aerospace & Defense
3.17TCr +85.85%
Industrials
Agricultural Machinery
13TCr +10.07%
Industrials
Spacecraft Manufacturing
1.23Cr -.--%
Technology
Other Electronic Equipment & Parts
3.16TCr +4.17%
Industrials
Other Aircraft Parts Manufacturing
133.69Cr +41.47%
Consumer Cyclical
Internet & Mail Order Department Stores
2,45400Cr +3.42%
Industrials
Commercial Aircraft Manufacturing
10TCr -4.23%
Industrials
Other Aerospace & Defense
3.13TCr +186.98%
Industrials
Other Aircraft Parts Manufacturing
3.77TCr +32.33%
Industrials
Other Heavy Machinery & Vehicles
2.98TCr +15.72%
Industrials
Other Aircraft Parts Manufacturing
464.22Cr +15.90%
Industrials
Testing & Measuring Equipment
505.52Cr +48.80%
Industrials
Other Business Support Services
1.67TCr +4.82%
Basic Materials
Other Non-Paper Containers & Packaging
1.31TCr -13.46%
Technology
Other Software
9.19TCr +12.26%
Industrials
Other Aerospace & Defense
985.96Cr +4.84%
Technology
Other Electronic Equipment & Parts
2.45TCr +10.69%
Industrials
Other Aerospace & Defense
7.83TCr +17.96%
Technology
Portable Satellite Navigation
77Cr +5.51%
Technology
Satellite Service Operators
267.63Cr +77.52%
Industrials
Freight Logistics
980.79Cr -5.86%
Consumer Non-Cyclical
Consumer Goods Conglomerates
12TCr -15.01%
Technology
Other IT Services & Consulting
562.56Cr -24.72%
Industrials
Commercial Aircraft Manufacturing
15TCr +16.54%
Technology
Other Software
3.64TCr -29.82%
Technology
Other Communications & Networking
3.92TCr -2.42%
Technology
Other Wireless Telecommunications Services
18TCr +9.09%
Technology
Satellite Service Operators
28Cr -39.37%
Technology
Broadcasting Equipment
157.77Cr -24.36%
Technology
Satellite Service Operators
9.95TCr -28.99%
Technology
Other Software
8.9TCr -4.04%
Industrials
Other Aerospace & Defense
105.53Cr -58.57%
Technology
Satellite Service Operators
117.1Cr -9.61%
Industrials
Other Aircraft Parts Manufacturing
78Cr +84.17%
Technology
Satellite Service Operators
185.82Cr -38.66%
Industrials
Spacecraft Manufacturing
1.93Cr -90.47%
Technology
Other Wireless Telecommunications Services
95Cr -16.56%
Industrials
Other Aerospace & Defense
57Cr +257.92%
Industrials
Other Aircraft Parts Manufacturing
226.85Cr -17.34%
- - 741.45Cr -
Technology
Satellite Service Operators
868.59Cr -
Technology
3D Printers
12Cr -

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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