$NASA ETF core holdings (it owns $SPCX)
$SPCX will easily 100x-200x by 2035:
$SATS 10%
EchoStar satellite operator providing broadband connectivity and video distribution globally.
$RKLB 9%
Rocket Lab — builds Electron rockets and Neutron, launches small satellites to orbit.
$MDA 7%
MDA Space — Canadian satellite manufacturer, builds Canadarm robotics and LEO constellations.
$SPCX 7%
SpaceX — Starship, Falcon 9 launch vehicles, and Starlink global satellite internet constellation.
$ASTS 5%
AST SpaceMobile — building space-based cellular broadband connecting standard smartphones directly.
$LUNR 5%
Intuitive Machines — lunar landers delivering NASA payloads to the Moon's surface.
$PL 5%
Planet Labs — daily Earth imaging constellation; sells satellite imagery and geospatial analytics.Mid holdings (3–4%)
$VSAT 4%
Viasat — satellite broadband networks for commercial aviation, maritime, and government users.
$FLY 4%
Firefly Aerospace — Alpha rocket launches, Blue Ghost Moon lander, lunar logistics provider.
$VNP 4%
5N Plus — produces space-grade high-purity semiconductor materials for satellite solar cells.
$VOYG 4%
Voyager Technologies — space systems integrator serving NASA and defense satellite programs.
$YSS 4%
York Space Systems — manufactures standardized S-class satellite platforms for government constellations.
3491 TTTW 3%
Win Semiconductors (3105/3491) — GaAs compound semiconductor foundry supplying RF chips for satellites.
$IRDM 3%
Iridium — global LEO satellite constellation providing voice and data coverage everywhere on Earth.
$BKSY 3%
BlackSky Technology — real-time Earth intelligence platform using electro-optical satellite imagery.
186A JPJP 3%
Astroscale — Japan's on-orbit space debris removal and satellite life-extension services pioneer.Small holdings (1–2%)
$VPG 2%
Vishay Precision Group — precision sensors and resistors used in satellite and aerospace systems.
$LASR 2%
LIGHT — high-power fiber and semiconductor lasers for directed energy weapons and satellites.
$FTC LNU 2%
Filtronic — UK RF component maker supplying mmWave amplifiers for Starlink and satellite comms.
464A JPJP 2%
QPS Holdings — Japanese SAR satellite constellation for high-frequency Earth observation imaging.
$LPTH 2%
LightPath Technologies — infrared optics and assemblies for space imaging and defense sensors.
9412 JPJP 1%
SKY Perfect JSAT — Japan's leading satellite operator for broadcasting and communications.
$VELO 1%
Velo3D — metal additive manufacturing for rocket engines and complex aerospace flight hardware.
3105 TTTW 1%
Win Semiconductors — world's largest GaAs foundry; RF chips enabling satellite phased-array antennas.
$AVIO 1%
Avio — Italian rocket maker; builds Vega launcher and propulsion systems for European space missions.
290A JPJP 1%
Synspective — Japanese SAR satellite operator providing all-weather Earth observation and analytics.
$NN 1%
NN Inc — precision machined components and assemblies for aerospace and defense satellite programs.
$RDW 1%
Redwire — space infrastructure maker; solar arrays, deployable structures, and in-space manufacturing.
$OHB 1%
OHB SE — German space group building satellites, navigation systems, and launcher components.
