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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).

source: user-2026-04-25-tema

Aligns with the Space / Sat Comms bubble5/7

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

Apr 25 → Jul 1 · 7/7 picks · equal-weight

-3.6%

Tema Space ETF

+4.1%

SPY

-7.7%

alpha

topRKLB+21.2%·ASTS+11.2%·FTC+10.9%

dragLUNR-23.2%·FLY-17.1%·SATS-16.5%

#1
ASTSAST SpaceMobile, Inc.
$22.4B mcap · 7.13% ETF weight
$86.10last
$66fib
+30.5%vs fib
#2
RKLBRocket Lab USA, Inc.
$46.1B mcap · 6.82% ETF weight
$100.07last
$76fib
+32.0%vs fib
#3
PLPlanet Labs PBC
$12.3B mcap · 6.16% ETF weight
$31.61last
$36fib
-12.2%vs fib
#4
SATSEchoStar Corporation
$33.9B mcap · 5.06% ETF weight - EchoStar (sat comms)
$101.50last
#5
FTCFTC Solar, Inc.
$800M mcap · 4.71% ETF weight - FTC Solar
$188.59last
#6
LUNRIntuitive Machines, Inc.
$4.1B mcap · 3.83% ETF weight
$20.20last
#7
FLYFirefly Aerospace Inc.
$5.6B mcap · 2.25% ETF weight - Firefly Aerospace
$28.37last
$32fib
-11.3%vs fib

Frequently asked questions

What stocks are in the Tema Space ETF watchlist?: The Tema Space ETF watchlist tracks 7 tickers on QuantAbundancia: ASTS, 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).

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