What are LEO satellites and why are they important?

Low Earth Orbit (LEO) satellites orbit much closer to Earth than traditional satellites—typically 300-1,200 miles up instead of 22,000 miles. This proximity reduces signal delay and allows for faster internet speeds and better connectivity. Companies in this collection are building these LEO constellations to provide global high-speed internet access, including to remote areas where traditional infrastructure isn't feasible.

How does satellite connectivity relate to 5G networks?

While 5G primarily relies on ground-based towers, satellites play a crucial complementary role. They provide "backhaul" connections—linking remote 5G towers to the main network infrastructure in areas where fiber optic cables aren't practical. This satellite-terrestrial integration is creating new growth opportunities for companies that can connect these systems effectively.

What are ground stations and why do they matter for satellite networks?

Ground stations are the vital link between satellites in orbit and Earth-based networks. They include antennas, data centers, and specialized equipment that receive signals from space and distribute them to users. Companies that build and operate these stations are essential to the space connectivity ecosystem, as even the most advanced satellites can't function without robust ground infrastructure.

What types of companies make up the satellite-edge backbone?

This collection includes several types of businesses: satellite operators that manage the orbital constellations, hardware manufacturers that build satellites and components, launch providers that get satellites into orbit, and ground infrastructure companies that connect space systems to terrestrial networks. This diversity provides exposure to the entire value chain of the space-based connectivity industry.

How might these investments fit into a broader portfolio?

The satellite-edge backbone collection represents a targeted, high-growth segment within the technology sector. These stocks typically work best as a tactical allocation—a smaller portion of your overall investments focused on a specific growth theme. Like most technology investments, they may experience higher volatility but offer exposure to an expanding industry with significant long-term potential.

15 handpicked stocks

Satellite-Edge Backbone

A new communications infrastructure is being built in low Earth orbit, creating a blanket of high-speed connectivity around our planet. This collection features carefully selected companies positioned to benefit from the entire satellite-to-ground ecosystem powering our next generation of global data services.

Han Tan | Market Analyst

Updated 2 days ago | Published at juin 17