Quantitative intelligence
for the space economy.

The foundational infrastructure of the space economy. Launch services have achieved commercial maturity through reusable rocket technology, driving costs from $54,500/kg (Space Shuttle) to below $1,500/kg (Falcon 9). Starship-class vehicles project costs under $200/kg.

The largest revenue-generating sector in the space economy. Mega-constellations like Starlink are redefining global connectivity, while legacy GEO operators pivot to multi-orbit architectures. Direct-to-device is the next battleground.

Sovereign space programs remain the anchor customers for commercial space, providing predictable demand through multi-year contracts. NASA, ESA, CNSA, ISRO, and JAXA collectively deploy $80B+ annually.

Legacy defense contractors that form the industrial backbone of government space. These companies build the largest satellites, operate critical national security constellations, and integrate complex systems across cislunar space.

Publicly traded pure-play and space-adjacent companies accessible to institutional investors. This sector tracks the investable universe across major exchanges — the companies allocators can actually buy today.

The terrestrial infrastructure that connects space assets to end users — ground stations, antennas, satellite operations centers, and cloud processing. Often overlooked but critical to every space mission.

Satellite imagery and remote sensing for agriculture, insurance, defense, climate, and infrastructure monitoring. The sector is transitioning from government-dominated procurement to commercial analytics platforms.

Positioning, Navigation, and Timing services beyond GPS — LEO PNT constellations, resilient navigation for defense, and precision timing for financial markets. An almost invisible but mission-critical sector.

Companies that build satellite buses, components, and subsystems. The shift from bespoke GEO birds to mass-produced LEO smallsats is creating factory-model economics.