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Defense & National Security ›

Military and commercial space assets, launch systems and satellite networks.

Active institutional funds added a net $563.6 billion in Q2 2026, versus $13.2 billion in Q1 2026 — an inflow 4180% larger. 70.2% of companies in this theme saw increased active positions in Q2 2026.

Ecosystem Map

Satellite imagery, geospatial data and analytics used in commercial or defence intelligence. Includes satellite-data providers and analytics platforms; excludes general mapping software.

12 companiesExplore

Launch vehicles, propulsion and space-access services. Includes operators and manufacturers with material launch capability; excludes satellite-only operators.

8 companiesExplore

Satellite broadband, mobile satellite services and ground-network operators. Includes constellation operators and satellite-network services; excludes terrestrial-only telecom networks.

16 companiesExplore

Satellite manufacturing, payloads, missile-warning, secure communications and national-security space systems. Excludes launch-only companies and terrestrial defence electronics with immaterial space activity.

38 companiesExplore

Bottleneck Tracker

2026
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2026
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2026
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2027
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Bottleneck details are part of the Pro plan.

Recent Discoveries

Recent discoveries are part of the Pro plan.