May. 13 at 5:22 PM
$NASA ETF (Tema Space Innovators) daily tape update — space basket staying highly concentrated in core orbital + defense + data names.
Top weights still dominated by
$RKLB and private SpaceX SPV exposure (~10% each), keeping beta high and sentiment sensitive to launch cycle news.
Below that, diversified second tier:
$PL,
$LUNR,
$FLY, BKSY, VSAT, plus European industrial space exposure like OHB.DE and FTC.L, with VNP.TO adding materials backbone.
This isn’t a passive ETF — it’s a high-conviction space innovation barbell. When flows hit, it moves like a thematic momentum index, not a slow beta product.
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