Long the space supply chain ahead of a mega SpaceX IPO

Description Broad, liquid exposure to space exploration and related suppliers; likely to capture sector-wide inflows and limit single-name risk around the SpaceX IPO hype.

Description Rocket Lab is a pure-play launch services and small-satellite operator; stands to gain commercially and in valuation as launch demand and attention rise from a SpaceX IPO.

Description Planet Labs provides satellite imagery and data services that benefit from increased investment into space infrastructure and demand for earth-observation as new constellations and services scale.

Description AST SpaceMobile targets in-space mobile broadband—an area that could accelerate with heightened industry spending and strategic partnerships tied to major space companies’ growth.

Description BlackSky’s real-time geospatial intelligence should see greater commercial uptake and partnerships as satellite-based services attract capital and customers post-IPO publicity.

Description Redwire supplies space infrastructure, components and services; a larger addressable market and new contracts are likely as sector spending increases following a landmark IPO.

Description Virgin Galactic offers a retail-facing space theme that could re-rate with renewed retail enthusiasm and sector visibility surrounding a historic SpaceX listing.