EquityResearch6
Jun 15, 2:41 PM
NASA ETF core holdings (it owns SPCX)
SPCX will easily 100x-200x by 2035:
$LASR 2%
LIGHT — high-power fiber and semiconductor lasers for directed energy weapons and satellites.
$FTC LNU 2%
Filtronic — UK RF component maker supplying mmWave amplifiers for Starlink and satellite comms.
464A JPJP 2%
QPS Holdings — Japanese SAR satellite constellation for high-frequency Earth observation imaging.
$LPTH 2%
LightPath Technologies — infrared optics and assemblies for space imaging and defense sensors.
9412 JPJP 1%
SKY Perfect JSAT — Japan's leading satellite operator for broadcasting and communications.
$VELO 1%
Velo3D — metal additive manufacturing for rocket engines and complex aerospace flight hardware.
3105 TTTW 1%
Win Semiconductors — world's largest GaAs foundry; RF chips enabling satellite phased-array antennas.
