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Morgan Stanley says investors are clamoring ways to invest in the theme.
Morgan Stanley released a 'Space 60' list of stocks tied to seven specific space investment themes.
KEY POINTS
- Critical metals for space infrastructure include rhenium, hafnium, and beryllium, with Alcoa and Freeport McMoran highlighted.
- Super alloys like inconel, wasaploy, and C-103 are essential for space hardware, with Materion and Corning noted.
- Propellant can represent over 85% of a rocket's launch mass, with Linde and Air Products as key suppliers.
- Nvidia and Broadcom are identified as important semiconductor providers for radiation-resistant space electronics.
COMPANIES
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