Space Pool

“Space pool”

spaceaerospacesatelliteslaunchby anon · 11 days ago

Space is becoming more accessible and commercialized, with falling launch costs and growing demand for satellite services. Companies with direct exposure to launch, satellite manufacturing, and space infrastructure stand to benefit. We concentrate on pure-play space names and established defense primes with space divisions.

Holdings: 12
Largest: 18.2%
Pillars: 3
Revisions: 1

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How it breaks down

Satellites & Infrastructure

48.2%

Firms involved in manufacturing satellites, ground systems, and related infrastructure for space operations.

Launch Providers

40.9%

Companies that build and operate rockets, providing the fundamental capability to reach space.

Emerging Space Applications

10.9%

Companies pursuing novel space activities like lunar exploration and advanced air mobility.

Holdings

Every position, why it is here, and its token on chain. Weights sum to exactly 100%.

Weight	Ticker	Company	Why it is here	Token
18.2%	RKLB	Rocket Lab Corporation	Rocket Lab is a leading small launch provider with a growing satellite bus business, directly benefiting from increased small satellite deployment.	0x3b14…12e2
13.6%	SPCX	Space Exploration Technologies Corp	SpaceX is the dominant launch provider globally, with Starlink generating recurring revenue and Starship expanding capacity.	0x4a0E…5eEa
10.9%	LMT	Lockheed Martin Corp.	Lockheed Martin has a large space portfolio including satellites and missile defense, providing stable government-backed space revenue.	0x329f…043c
9.1%	BA	Boeing	Boeing's space systems include satellite manufacturing and NASA programs, with potential upside from commercial space ventures.	0x4D21…D452
7.3%	GE	GE Aerospace	GE Aerospace's jet engines are used in launch vehicles and satellite propulsion, benefiting from increased space activity.	0x63b8…373e
7.3%	AVAV	AeroVironment, Inc.	AeroVironment's unmanned systems and space-related technologies align with the thesis of expanding space operations.	0xF629…76A5
6.4%	KTOS	Kratos Defense & Security Solutions, Inc.	Kratos provides space-based sensors and satellite components, with growing exposure to defense space programs.	0x7FD0…1313
6.4%	RDW	Redwire	Redwire specializes in space infrastructure and satellite components, directly benefiting from increased space manufacturing.	0x92Ef…EfFE
5.5%	PL	Planet Labs PBC	Planet Labs operates a large satellite constellation for Earth observation, capitalizing on the demand for space-based data.	0xAA4d…00d3
5.5%	LUNR	Intuitive Machines	Intuitive Machines focuses on lunar landers and space services, tapping into the growing lunar economy.	0xa5D4…C1a3
5.5%	JOBY	Joby Aviation, Inc.	Joby Aviation's air taxis rely on advanced aerospace technology, with potential synergies from space-derived innovations.	0xb334…8E24
4.5%	ASTS	AST SpaceMobile	AST SpaceMobile is building a space-based cellular network, representing a novel use of space infrastructure.	0x1AF6…5137

RKLBRocket Lab Corporation18.2%
Rocket Lab is a leading small launch provider with a growing satellite bus business, directly benefiting from increased small satellite deployment.
0x3b14…12e2
SPCXSpace Exploration Technologies Corp13.6%
SpaceX is the dominant launch provider globally, with Starlink generating recurring revenue and Starship expanding capacity.
0x4a0E…5eEa
LMTLockheed Martin Corp.10.9%
Lockheed Martin has a large space portfolio including satellites and missile defense, providing stable government-backed space revenue.
0x329f…043c
BABoeing9.1%
Boeing's space systems include satellite manufacturing and NASA programs, with potential upside from commercial space ventures.
0x4D21…D452
GEGE Aerospace7.3%
GE Aerospace's jet engines are used in launch vehicles and satellite propulsion, benefiting from increased space activity.
0x63b8…373e
AVAVAeroVironment, Inc.7.3%
AeroVironment's unmanned systems and space-related technologies align with the thesis of expanding space operations.
0xF629…76A5
KTOSKratos Defense & Security Solutions, Inc.6.4%
Kratos provides space-based sensors and satellite components, with growing exposure to defense space programs.
0x7FD0…1313
RDWRedwire6.4%
Redwire specializes in space infrastructure and satellite components, directly benefiting from increased space manufacturing.
0x92Ef…EfFE
PLPlanet Labs PBC5.5%
Planet Labs operates a large satellite constellation for Earth observation, capitalizing on the demand for space-based data.
0xAA4d…00d3
LUNRIntuitive Machines5.5%
Intuitive Machines focuses on lunar landers and space services, tapping into the growing lunar economy.
0xa5D4…C1a3
JOBYJoby Aviation, Inc.5.5%
Joby Aviation's air taxis rely on advanced aerospace technology, with potential synergies from space-derived innovations.
0xb334…8E24
ASTSAST SpaceMobile4.5%
AST SpaceMobile is building a space-based cellular network, representing a novel use of space infrastructure.
0x1AF6…5137

What breaks this

Written by the same model that built the basket, and not edited to sound better.

01High concentration in launch providers, which face technical failures and schedule delays.
02Dependence on government contracts and budgets, which can be volatile.
03Space ventures often require heavy capital investment with long payback periods.
04Competition from new entrants and international players could pressure margins.
05Regulatory and safety hurdles could slow deployment of space-based services.

Changelog

Every revision to this basket, who made it, and when. A theory is allowed to change its mind in public.

by the modelSep 6, 2026
Basket created from the thesis. 12 holdings.

How this basket was made

Source: Generated
Model: deepseek-chat
Chain: Robinhood Chain · 4663
Created: Sep 6, 2026

The model was given the full list of equities tokenized on Robinhood Chain and could only pick from it. Token addresses were attached afterwards from that same list, so a ticker the model invented would have been dropped rather than shown here. This is not investment advice and it has not been backtested.