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Launch, satellite comms, earth observation.
Themes are editorial groupings - narrative buckets used for technical screens. They exist alongside , which are validated empirically by capital-flow co-movement.
When a theme's avg correlation is high, the editorial story is also tradeable as a bloc. When it's low, the narrative groups stocks that don't actually move together - useful for thinking, less useful for trading.
Ka-band beamforming ICs for LEO / MEO / GEO satcom terminals; pulled into a US defense prime via the York Space Systems / ALL.SPACE acquisition.
Pure-play on space: reusable launch (Falcon / Starship) plus Starlink LEO broadband. The defining name of the public space theme.
ASTS | BKSY | PL | RKLB | SATL | SIVE | SPCX | |
|---|---|---|---|---|---|---|---|
| ASTS | · | 0.66 | 0.46 | 0.70 | 0.48 | - | - |
| BKSY | 0.66 | · | 0.57 | 0.69 | 0.56 | - | - |
| PL | 0.46 | 0.57 | · | 0.54 | 0.45 | - | - |
| RKLB | 0.70 | 0.69 | 0.54 | · | 0.47 | - | - |
| SATL | 0.48 | 0.56 | 0.45 | 0.47 | · | - | - |
| SIVE | - | - | - | - | - | · | - |
| SPCX | - | - | - | - | - | - | · |