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Index
Space Economy Infrastructure Index
official“An index of publicly traded space economy companies — satellite operators, launch providers, Earth observation firms, and space-data analytics players — as the commercial space market approaches $1T by 2040.”
built · 2026-04-30 22:12·rebalance · quarterly·next run · 2026-07-30
creator narrative
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backtest · S&P 500 (SPX)·range
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risk-free raterf = 4.50%
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no backtest data
attribution factsheet
holdings · 12
click a row to drill in ↗NameAllocation· cap 18%Rationale
RKLBRocket Lab USAIndustrials18.00%High-cadence small launch + Neutron medium rocket; first vertically integrated space company.ASTSAST SpaceMobileCommunication Services14.00%Direct-to-device satellite broadband; BlueBird constellation targeting 2B unconnected phones.SPIRSpire GlobalTechnology10.00%150+ satellite constellation for maritime, weather, and aviation data-as-a-service.PLPlanet LabsTechnology10.00%Daily Earth imaging of every landmass; geospatial intelligence for agriculture and defence.SATLSatellogicTechnology9.00%Sub-meter resolution satellite imagery at commodity pricing; reshaping geospatial markets.MNTSMomentusIndustrials8.00%In-space transportation and satellite servicing; last-mile orbital delivery.VORBVirgin GalacticIndustrials8.00%Space tourism and hypersonic point-to-point; pivoting to Delta-class spaceship.IRDMIridium CommunicationsCommunication Services7.00%L-band LEO constellation — only truly global voice & IoT coverage including poles.VSATViasatCommunication Services6.00%GEO + LEO hybrid broadband serving government, aviation, and maritime customers.KTOSKratos DefenseIndustrials5.00%Space & satellite infrastructure plus drone systems; 60% revenue from national security.BKSYBlackSky TechnologyTechnology3.00%Revisit-rate-optimized SAR+optical constellation for defence and intelligence customers.ASTRAstra SpaceIndustrials2.00%Mass-production small launch vehicle; cost-per-kg trajectory toward commoditisation.
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weighting · market_cap · cap=18%
rebalance · quarterly