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14 handpicked stocks

Off-Planet Builders

Looking beyond rockets to the companies building space's essential infrastructure. These carefully selected stocks represent the firms creating the backbone of our off-world future—from satellite manufacturing and servicing to the communication networks making space business possible.

Author avatar

Han Tan | Market Analyst

Published on June 17

Your Basket's Financial Footprint

Summarised market capitalisation and investor takeaways for the 'Off-Planet Builders' basket.

Key Takeaways for Investors:
  • Large-cap dominance generally implies lower volatility and closer tracking to broader markets, offering comparatively lower risk.
  • Suitable as a core holding to provide stability and sector exposure, not as a high-risk speculative position.
  • Expect steady, long-term appreciation rather than rapid, short-term gains; growth is likely moderate and incremental.
Total Market Cap
  • RKLB: $31.65B

  • NOC: $85.54B

  • IRDM: $2.01B

  • Other

About This Group of Stocks

1

Our Expert Thinking

The space economy needs more than just launch vehicles—it requires a complete ecosystem of support services and infrastructure. We've identified companies building the "picks and shovels" of space commerce: the satellite systems, manufacturing capabilities, and communication networks that will enable sustainable economic activity beyond Earth.

2

What You Need to Know

This collection targets established companies with proven technologies and existing contracts rather than speculative moonshots. These stocks represent essential services like satellite refueling, orbital manufacturing, and space communications—the unsexy but fundamental infrastructure making off-world commerce possible.

3

Why These Stocks

Our analysts selected these companies based on their crucial roles in building space's physical and digital infrastructure. With both government and private spending on space accelerating and launch costs dropping dramatically, these firms are positioned to benefit from increased demand for their mission-critical services.

Why You'll Want to Watch These Stocks

🛰️

The Ultimate Infrastructure Play

While everyone's watching rocket launches, these companies are quietly building the systems that will make space commercially viable. It's like investing in railroads before the gold rush.

💸

Government Contracts = Steady Growth

Many of these companies have secured long-term contracts with NASA, the Space Force, and other agencies, creating predictable revenue streams that most space startups can only dream about.

🔥

Falling Launch Costs = Rising Demand

As rockets get cheaper, more satellites and space infrastructure need to be built and maintained. These companies are positioned right at the sweet spot of this expanding market.

Get the full story on this Basket. Read our detailed article on its risks and potential.

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