QuantAbundanceAbundance, Quantified.

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 → Sep 11 · 7/7 picks · equal-weight

-29.1%

Tema Space ETF

+6.7%

SPY

-35.9%

alpha

topFTC+3.5%·ASTS-22.7%·SATS-23.4%

dragPL-53.9%·LUNR-45.4%·FLY-38.3%

#1
ASTSAST SpaceMobile, Inc.
$22.4B mcap · 7.13% ETF weight
$59.86last
$66fib
-9.3%vs fib
#2
RKLBRocket Lab USA, Inc.
$46.1B mcap · 6.82% ETF weight
$62.95last
$76fib
-17.0%vs fib
#3
PLPlanet Labs PBC
$12.3B mcap · 6.16% ETF weight
$16.45last
$36fib
-54.3%vs fib
#4
SATSEchoStar Corporation
$33.9B mcap · 5.06% ETF weight - EchoStar (sat comms)
$93.14last
#5
FTCFTC Solar, Inc.
$800M mcap · 4.71% ETF weight - FTC Solar
$175.90last
#6
LUNRIntuitive Machines, Inc.
$4.1B mcap · 3.83% ETF weight
$14.35last
#7
FLYFirefly Aerospace Inc.
$5.6B mcap · 2.25% ETF weight - Firefly Aerospace
$21.13last
$32fib
-34.0%vs fib

Frequently asked questions

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

Related research

Jun 4, 2026·8 min read

SpaceX IPO (SPCX): the $1.77T listing, what you're buying, and the space cohort

Jun 4, 2026·7 min read

How to invest in the SpaceX IPO (SPCX), and what to buy if you can't get in

May 28, 2026·8 min read

What is Fibonacci retracement? A quant's 3-year backtest on 48 live levels

May 28, 2026·8 min read

What is mean reversion? Three flavors backtested - and only one wins consistently