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17 handpicked stocks

The Great LEO Satellite Race

Amazon's successful launch of over 100 Kuiper satellites significantly advances its competition with SpaceX's Starlink for dominance in the satellite internet market. This escalating space race is fueling a boom for the entire supply chain, from launch providers to the manufacturers of critical satellite components.

Author avatar

Han Tan | Market Analyst

Published on August 12

Your Basket's Financial Footprint

Concise market-cap analysis showing the basket is heavily weighted to one very large constituent, with remaining mid- and small-caps providing limited tilt.

Key Takeaways for Investors:
  • Large-cap dominance generally implies lower volatility and closer tracking to broad markets, reducing idiosyncratic risk.
  • Suitable as a core holding for diversified portfolios; not intended as a speculative, high-growth position.
  • Expect steady, long-term value rather than explosive short-term gains; growth is likely more moderate.
Total Market Cap
  • AMZN: $2.37T

  • RKLB: $31.65B

  • LHX: $54.69B

  • Other

About This Group of Stocks

1

Our Expert Thinking

Amazon's successful launch of over 100 Kuiper satellites has intensified the race with SpaceX's Starlink for satellite internet dominance. This competition is driving massive investment across the entire space supply chain, from launch providers to component manufacturers, creating sustained growth opportunities for companies supporting these ambitious projects.

2

What You Need to Know

This group focuses on the Low Earth Orbit (LEO) satellite boom, representing a fundamental shift in global telecommunications infrastructure. The theme captures companies across the value chain - established aerospace giants and specialised technology firms that are integral to deploying and operating these complex satellite networks.

3

Why These Stocks

These companies were handpicked by professional analysts based on their critical roles in the satellite internet revolution. The selection includes launch services providers, satellite manufacturers, component specialists, and ground station equipment makers - all positioned to benefit from the multi-year technological and commercial cycle ahead.

Why You'll Want to Watch These Stocks

🚀

Space Race Heating Up

Amazon's Kuiper launch marks a major escalation in the satellite internet battle with SpaceX. This competition is driving unprecedented investment across the entire space supply chain.

📡

Infrastructure Revolution

The deployment of thousands of new satellites represents a fundamental shift in global telecommunications. Companies supporting this transformation could see sustained demand for years to come.

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Massive Capital Deployment

Tech giants are pouring billions into satellite constellations, creating a ripple effect of opportunities for launch providers, manufacturers, and component specialists throughout the value chain.

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

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