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Space & Satellite Economy

Commercial and defense space economy — proliferated LEO constellations, reusable and medium-lift launch, direct-to-cell, EO/SAR, and space-based ISR — with 2026 demand pulled by DoD SDA/Golden Dome architectures, hyperscaler-adjacent connectivity (Starlink/Kuiper/AST), and allied space budgets. Investable set spans launch, satellite integrators/primes, ground segment, and payload/component specialists.

Related Industries

  • Aerospace & Defense

Related Product Categories

  • Satellites & Space Systems
  • Defense Electronics
  • Launch Vehicle Propulsion Systems
  • Phased Array Ground Antennas
  • Space-Grade Solar Arrays
  • Satellite IoT Connectivity Modules
  • SmallSat Deployment Systems

Featured Companies

  • Rocket Lab Corp (RKLB)
  • Iridium Communications Inc. (IRDM)
  • AST SpaceMobile, Inc. (ASTS)
  • Planet Labs PBC (PL)
  • Redwire Corp (RDW)
  • Intuitive Machines, Inc. (LUNR)
  • VIASAT INC (VSAT)
  • KRATOS DEFENSE & SECURITY SOLUTIONS, INC. (KTOS)
  • LOCKHEED MARTIN CORP (LMT)
  • NORTHROP GRUMMAN CORP /DE/ (NOC)
  • BlackSky Technology Inc. (BKSY)
  • RTX Corp (RTX)
  • SPACE EXPLORATION TECHNOLOGIES CORP (SPCX)
  • L3HARRIS TECHNOLOGIES, INC. /DE/ (LHX)
  • Eutelsat Group (ETL)
  • Korea Aerospace Industries (KAI) (047810.KS)
  • Mitsubishi Heavy Industries, Ltd. (7011.T)
  • BOEING CO (BA)
  • HEICO CORP (HEI)
  • Airbus SE (EADSY)
  • Mitsubishi Electric Corporation (6503.T)
  • Hanwha Systems Co., Ltd. (272210.KS)

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