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 16 · 7/7 picks · equal-weight

-27.9%

Tema Space ETF

+4.8%

SPY

-32.8%

alpha

topFTC+4.3%·RKLB-18.5%·SATS-21.0%

dragLUNR-48.9%·FLY-44.4%·PL-38.1%

#1
ASTSAST SpaceMobile, Inc.
$22.4B mcap · 7.13% ETF weight
$55.01last
$66fib
-16.7%vs fib
#2
RKLBRocket Lab USA, Inc.
$46.1B mcap · 6.82% ETF weight
$67.35last
$76fib
-11.1%vs fib
#3
PLPlanet Labs PBC
$12.3B mcap · 6.16% ETF weight
$22.09last
$36fib
-38.6%vs fib
#4
SATSEchoStar Corporation
$33.9B mcap · 5.06% ETF weight - EchoStar (sat comms)
$96.00last
#5
FTCFTC Solar, Inc.
$800M mcap · 4.71% ETF weight - FTC Solar
$177.33last
#6
LUNRIntuitive Machines, Inc.
$4.1B mcap · 3.83% ETF weight
$13.44last
#7
FLYFirefly Aerospace Inc.
$5.6B mcap · 2.25% ETF weight - Firefly Aerospace
$19.03last
$32fib
-40.5%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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