All portfolios/Space economyTHESIS / COLLECTION
Curated researchRobinhood Chain · Research portfolio

The space economy arrives

“Lower launch costs open new markets in the space economy”

Space economyTheme basedCurated theme
The idea, the allocation, and the reasoning.
6 ASSETSONE CONVICTION
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Holdings6assets
Largest holding · RKLB28%
Portfolio themes3themes
Top three holdings65%
01 / THE CONVICTION

What does this portfolio believe?

Easier access to space becomes sustained demand only when missions succeed and orbital services find users. Separate the infrastructure needed for deployment from the recurring demand for communications, Earth observation, and lunar services.

RKLB, RDW, and LUNR cover launch, components, and lunar missions. ASTS and VSAT cover satellite communications; PL covers Earth observation data. A completed mission does not by itself establish a commercially useful service.

A curated research framework. Review the reasoning and adjust the stocks and weights to reflect your view.

The building blocks of the idea

Select a theme to filter the holdings. Its allocation reflects your current weights.

02 / EVERY POSITION

Every holding has a reason.

The company, its allocation, and its role in the thesis.

All holdings · 6 holdings
WeightStock / companyRole in the thesisOnchain asset
RKLBRocket Lab Corporation
Launch and space systems connect directly to orbital infrastructure.
0x3b14…12e218 decimals · Active
ASTSAST SpaceMobile
Satellite-to-phone connectivity depends on deployment and financing.
0x1AF6…513718 decimals · Active
LUNRIntuitive Machines
Lunar services and infrastructure depend on successful mission execution.
0xa5D4…C1a318 decimals · Active
PLPlanet Labs
Satellite imaging data supports applications on Earth.
0xAA4d…00d318 decimals · Active
RDWRedwire
Space infrastructure and components serve the industry supply chain.
0x92Ef…EfFE18 decimals · Active
VSATViaSat
Satellite communications connect to demand for orbital connectivity.
0x26dC…fF8518 decimals · Active
Filtered total 100%Portfolio total 100%

Asset addresses come from the Robinhood catalog snapshot. Links show each stock token’s onchain information, not this portfolio’s reserve contract.

03 / THE SHAPE OF THE BASKET

See how the pieces fit.

Concentration (HHI)0.190
Effective holdings5.26

Effective holdings = 1 / Σw². This measures weight concentration, without accounting for correlations, volatility, or returns. Six equally weighted holdings give a value of 6.

04 / WHAT COULD CHANGE OUR MIND

What could change the thesis?

Know what would challenge your assumptions.

  1. 01

    Mission milestones can be decisive

    A failed or delayed launch, deployment, or lunar mission can directly postpone service delivery.

  2. 02

    Construction precedes adoption

    Systems may need substantial deployment before customer demand is established, extending the investment recovery period.

  3. 03

    Financing can set the pace

    Continuing deployment and research may depend on additional capital, affecting schedules and shareholders.

  4. 04

    Technical delivery is only one step

    Reliability, customer budgets, and alternatives determine whether a working service becomes a durable business.

What to watch

  • Track launch success, deployment completion, and service delivery as separate milestones.
  • Look for recurring customer use of connectivity and Earth observation services.
  • Compare the next deployment phase with disclosed funding arrangements.

Research checkpoints for your review. These are not automated alerts.

05 / A VIEW CAN EVOLVE

A record of how your thinking evolves.

Future saves will record changes to this portfolio.

  1. Original allocation

    A curated research portfolio. Review the assumptions and adjust the allocation to reflect your view.

    Current allocation · 6 holdings

This history is saved in your browser. Publish the portfolio to create a permanent link.

06 / THE SOURCE, NOT JUST THE RESULT

Where did this portfolio begin?

Research source
Curated theme
Model
Curated research
Asset catalog
Robinhood asset API · 194 assets
Catalog snapshot
09/07/2026, 00:28 UTC+8
Network
Robinhood Chain Mainnet · 4663
Strategy validation
No backtested performance

The initial holdings and reasoning come from curated theme research.Stock addresses are drawn from the official catalog. Before saving, the portfolio is checked for duplicates, holding limits, individual weights, and a 100% total. Review each company’s identity and business connection before making a decision.

Asset documentationRead the full methodology
MAKE IT YOURS

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