Key insights
- The author is bullish on the NASA ETF due to its exposure to the growing space economy, including pre-IPO companies like SpaceX. The ETF's recent launch and small size present an opportunity for early investment. While the space sector's growth could indirectly benefit US equities, the direct market influence is limited.
This one’s still flying under the radar and I think it’s worth paying attention to.
$NASA is the Tema Space Innovators ETF — an actively managed fund built around the space economy. The global space market is projected to grow from $630B to nearly $1.8T by 2035. That’s not a meme, that’s a McKinsey forecast.
What makes this ETF different is it holds both public companies AND pre-IPO names. The top holding is a SpaceX SPV — meaning this is one of the only ways retail investors can get actual SpaceX exposure. That alone is worth looking into.
The rest of the portfolio is solid too — Rocket Lab, AST SpaceMobile, Planet Labs, Firefly Aerospace. Real companies with real catalysts.
It just launched last month so it’s tiny and off most people’s radar. That’s usually when the opportunity is best.
Space isn’t a future theme anymore — it’s happening now. $NASA is one of the cleanest ways to play it.
Not financial advice, DYOR