QuantAbundanceAbundância, quantificada.

Watchlist

Tema Space ETF

Holdings of the new Tema Space ETF (US-listed names only). Excludes SpaceX (private), OHB (Frankfurt-listed), FPLSF (likely OTC EU).

Aligns with the Space / Sat Comms bubble4/6

Hypothetical· equal-weight buy at inception, mark-to-market today

Apr 25 → Nov 6 · 7/7 picks · equal-weight

-37.2%

Tema Space ETF

+2.7%

SPY

-39.9%

alpha

topFTC-4.7%·SATS-22.2%·ASTS-33.6%

dragPL-64.8%·LUNR-60.2%·FLY-39.4%

#2
RKLBRocket Lab USA, Inc.
$46.1B mcap · 6.82% ETF weight
$53.07last
$76fib
-30.0%vs fib
#3
PLPlanet Labs PBC
$12.3B mcap · 6.16% ETF weight
$12.55last
$36fib
-65.1%vs fib
#4
SATSEchoStar Corporation
$33.9B mcap · 5.06% ETF weight - EchoStar (sat comms)
$94.62last
#5
FTCFTC Solar, Inc.
$800M mcap · 4.71% ETF weight - FTC Solar
$162.00last
#6
LUNRIntuitive Machines, Inc.
$4.1B mcap · 3.83% ETF weight
$10.47last
#7
FLYFirefly Aerospace Inc.
$5.6B mcap · 2.25% ETF weight - Firefly Aerospace
$20.76last
$32fib
-35.1%vs fib

Frequently asked questions

What stocks are in the Tema Space ETF watchlist?: The Tema Space ETF watchlist tracks 6 tickers on QuantAbundance: RKLB, PL, SATS, FTC, LUNR, FLY.
What is the Tema Space ETF watchlist?: Holdings of the new Tema Space ETF (US-listed names only). Excludes SpaceX (private), OHB (Frankfurt-listed), FPLSF (likely OTC EU).

Related research