Jun. 15 at 2:15 PM
NASA ETF core holdings (it owns SPCX)
SPCX will easily 100x-200x by 2035:
$LUNR 5%
Intuitive Machines — lunar landers delivering NASA payloads to the Moon's surface.
$PL 5%
Planet Labs — daily Earth imaging constellation; sells satellite imagery and geospatial analytics.Mid holdings (3–4%)
$VSAT 4%
Viasat — satellite broadband networks for commercial aviation, maritime, and government users.
$FLY 4%
Firefly Aerospace — Alpha rocket launches, Blue Ghost Moon lander, lunar logistics provider.
$VNP (CN) 4%
5N Plus — produces space-grade high-purity semiconductor materials for satellite solar cells.