Space economy
This theme covers listed companies that launch rockets, operate satellites or build spacecraft and space infrastructure. It does not include defense primes whose space work is a small part of a larger business, which are covered in Defense and drones. Members were chosen because space is the main business or a major, reported segment; SpaceX is included since it listed on Nasdaq after its June 2026 IPO.
Companies
By tier, with the last 12 months of insider, congressional, contract and lobbying activity.
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Tiers
How much of each company the theme explains.
- Pure-play8 companiesSpaceX is far larger than the other members.
- Diversified2 companies
How this list is chosen
Last reviewed Oct 27, 2026.
A listed company is included when space launch, satellites or space systems are its main business or a major reported segment. Membership is reviewed twice a year, in March and September, and every change is logged below.
Change log
- Oct 27, 2026First list published with 10 companies.
The case commonly made
What supporters of the theme usually argue. Not our view.
- Supporters point to lower launch costs making satellites and space services cheaper to deploy.
- The case usually made is that governments are steady customers for launch, imaging and communications.
- Supporters argue that satellite internet and Earth imaging are widening the range of commercial uses for space.
Risks commonly cited
What critics and cautious investors usually raise. Not our view.
- Critics note that launches and satellites can fail, and losses can be large.
- Risks often raised include heavy capital needs, long development timelines and dependence on a few government contracts.
- Critics note that the members vary widely in size, so results for the group can be driven by one company.
Funds with an overlapping focus
Shown for reference. Their holdings and rules differ from this theme, and listing them is not an endorsement.
- UFOProcure Space ETF
- ARKXARK Space & Defense Innovation ETF
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Using 13F.ai, which companies on the "Space economy" list had insider buying or selling, or trades by members of Congress, in the last 90 days? Show the filings.
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A theme is a list of companies with something in common, chosen under a published rule. It is information, not a recommendation or investment advice. Activity figures come from public filings, each linked on the company's page; none of it predicts what a price will do. Disclaimer.