Space Infrastructure

ASTS is building a LEO satellite constellation enabling direct-to-smartphone connectivity, aiming to provide global cellular coverage.

Firefly Aerospace is a pure-play space company benefiting from defense contracts and NASA's lunar program, with a growing backlog and scaling production.

Intuitive Machines is a pure-play lunar lander and space infrastructure company benefiting from NASA's Artemis program and growing commercial space demand.

MDA Space is a pure-play space systems and defense contractor benefiting from rising global space budgets and defense pivot, with strong revenue growth and profitability.

Rocket Lab is building an integrated space company with launch services, satellite platforms, and growing defense/government contracts, positioning it as a key beneficiary of space infrastructure demand.

SpaceX pivots to AI via solar-powered data centers and Starlink, with IPO drawing massive investor interest.

Leading daily Earth observation satellite imagery provider, benefiting from growing government and commercial demand for geospatial data.

AWS AI services and data center capex drive growth, while retail margins improve through logistics and ad efficiency.

Redwire is a pure-play space infrastructure and defense contractor, benefiting from NATO spending, satellite communication growth, and quantum tech.

EchoStar is a public proxy for SpaceX, offering exposure to its growth via asset holdings and deal value.

STMicroelectronics is undergoing an analog semiconductor cycle recovery with growth drivers in AI edge, robotics, automotive, and space applications.